Onboarding Specialist

Sunbound

13d

About The Position

We are looking for an Onboarding Specialist to help ensure our product is deployed quickly and successfully with our customers. Reporting to the Implementation Lead, this individual will serve as a hands-on partner to new Sunbound clients, guiding them through a smooth, structured onboarding experience and help configure our systems to fit their operational needs. This person will also partner with internal and external stakeholders to collect customer feedback and proactively identify and resolve issues to ensure a successful go-live. This is an early role for this function at Sunbound and an opportunity to help shape the team and processes as we grows. The idea candidate will bring strong B2B SaaS onboarding experience and is proactive, solutions-oriented, and confident working directly with customers.

Requirements

• Bachelors degree and 2+ years in an onboarding / implementation role at a B2B SaaS company
• Familiarity with revenue cycle management and/or insurance billing workflows
• Resourceful and self-directed — able to find answers and navigate complexity without constant guidance.
• Able to remain calm, empathetic, and professional in high-stress or time-sensitive situations.
• Detail-oriented with strong organizational and follow-through skills.
• Clear written and verbal communication skills, especially when tracking multiple items and stakeholders.
• Ability to manage deadlines in a fast-paced, client-focused environment.
• A resilient person with a “can do” attitude
• Someone who is determined to win

Nice To Haves

• Interest or experience in AgeTech / Senior living
• Early stage startup experience

Responsibilities

• Own the full onboarding process for new customers from kickoff to go-live.
• Lead onboarding sessions, trainings, and group presentations with confidence and clarity.
• Anticipate needs, identify issues early, and proactively bring forward actionable solutions.
• Build strong relationships with customer teams, helping them adopt new workflows and tools.
• Collect, review, and verify onboarding documentation with exceptional attention to detail.
• Configure accounts, workflows, and system settings to match customer operational needs.
• Troubleshoot challenges, find answers quickly, and escalate when appropriate.
• Communicate consistently with Operations, Customer Success, Product, and Support to ensure alignment and smooth handoffs.
• Recommend improvements to onboarding workflows, SOPs, and materials as we scale.

Benefits

• Collaborative, mission-driven team that cares deeply about making an impact in senior care and doing right by our customers
• Product-led culture with a focus on continuous improvement, learning, and transparency
• Real ownership in building customer-facing functions from the ground up
• Opportunity to shape the future of the business and grow with us as we scale
• Equal opportunity employment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level