About The Position

The Onboarding Specialist owns customer onboarding end to end, from signed agreement through go-live and billing. The role involves coordinating data access, account setup, training, and readiness for launch while keeping multiple onboarding activities organized and accurate. The specialist serves as the main customer contact during onboarding, provides clear timelines and proactive updates, and helps improve onboarding processes, checklists, and tools as the company grows.

Requirements

  • At least 2 years of experience in implementation, onboarding, operations, or a similar process-heavy role.
  • Exceptional attention to detail.
  • Strong organizational skills, including the ability to manage multiple customers at different stages and track next steps.
  • Comfort learning new software quickly, troubleshooting access issues, and working with spreadsheets and data.
  • Clear, reliable communication and consistent follow-up.

Nice To Haves

  • Experience onboarding customers at a B2B SaaS company.
  • Startup experience building processes from scratch.

Responsibilities

  • Guide new customers through onboarding from kickoff to go-live.
  • Coordinate system access and data setup with customers and their software vendors.
  • Set up customer accounts and maintain accurate onboarding records.
  • Coordinate training for customer staff.
  • Serve as the main point of contact for customers during onboarding, providing clear timelines and proactive updates.
  • Help improve onboarding processes, checklists, and tools.
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