Onboarding Specialist

Workwize • New York, NY

1d • Hybrid

About The Position

Join our team as the Customer Success in the US for our fast-growing, SaaS scale-up. We’re expanding into North America and looking for a strategic, hands-on Onboarding Specialist to join our CSM team. You'll work closely with our customers to drive adoption, retention, and growth—building lasting partnerships while helping shape how we do Customer Success in the US. If you're energized by ownership, impact, and scaling something from day one, we’d love to talk. We’re on the lookout for a technically adept and client-focused Onboarding Specialist to join our Customer Success team and play a key role in delivering seamless onboarding experiences for our clients. At Workwize, we’re revolutionizing how businesses support their global teams. At Workwize, we’re helping IT teams to easily equip their remote and global teams with all necessary IT equipment. Our automated SaaS platform simplifies hardware deployment, management, and retrieval with fast, reliable deliveries in 100+ countries. With 50.000 users and 120.000 devices under management, we’re solving hybrid work challenges like laptop deliveries, returns and equipment tracking, allowing IT teams to focus less on manual hassles and more on strategic initiatives. Join our team to help shape the future of global collaboration. At Workwize, your work will make a real impact in building smarter, more connected workplaces worldwide. LinkedIn has also recognised Workwize as one of the Top 10 Startups for 2025 in the Netherlands!

Requirements

• 2+ years in onboarding, implementation, customer success, or a technical account management role within a SaaS or tech company.
• Familiarity with IT infrastructure, SaaS platforms, APIs, and software integrations. Able to understand technical client environments and requirements.
• Highly organized, capable of juggling multiple onboarding projects with competing deadlines.
• Exceptional interpersonal and communication skills—clear, empathetic, and confident with both technical and non-technical stakeholders.
• Comfortable leading client-facing demos, training sessions, and status calls.
• Able to think critically, troubleshoot effectively, and deliver practical solutions quickly.
• Experience owning or contributing to onboarding processes, workflow optimization, and internal tooling improvements.
• Collaborative attitude with a desire to contribute to a high-performing, fast-paced Customer Success team.

Nice To Haves

• Experience with tools like HubSpot, Notion, Slack, and project management platforms such as Monday.com.
• Prior background as an Technical Trainer, IT/System administrator, or similar tech-heavy role.
• Familiarity with remote-first or distributed company environments.

Responsibilities

• Deliver engaging, tailored training sessions for new clients to ensure strong product adoption.
• Educate users on platform features, integrations, and best practices.
• Lead technical onboarding and configuration of new client accounts.
• Collaborate with the Technical team to troubleshoot and resolve setup issues.
• Serve as the trusted advisor for new clients during onboarding.
• Proactively manage communication, support needs, and milestones.
• Act as a liaison between clients and internal Product, Technical, and Sales teams.
• Capture client feedback and share insights to help shape platform improvements.
• Provide consultative guidance to align platform use with clients' operational and strategic goals.
• Recommend configurations, integrations, and workflows tailored to client needs.
• Ensure a seamless handoff to the Customer Success Manager upon onboarding completion.
• Document key account insights, usage trends, and any unique client considerations.
• Drive initiatives to optimize, automate, and scale onboarding processes.
• Identify and implement best practices to boost client satisfaction and efficiency.

Benefits

• Flexibility to work in a hybrid environment, balancing office and home settings.
• The best working setup, with all necessary tools and equipment provided.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed