SaaS Customer Onboarding Specialist
About The Position
Intrax seeks a dynamic, technically proficient, and customer-centric Customer Onboarding Engineer to setup our SaaS product based on our customers' business needs. You will be the primary architect of the "first 90 days," ensuring that new clients transition from their legacy systems to our SaaS platform with zero friction. The ideal candidate understands that onboarding is more than a technical handshake—it’s about data integrity, project management, and building long-term trust. You will own the technical implementation, from complex data mapping to ecosystem integrations. This is a hybrid position based in our San Francisco headquarters and would work onsite three days per week.
Requirements
- 2+ years of progressive experience in a technical onboarding or implementation role within a B2B SaaS environment.
- Experience in Data Mapping and migration, preferably with CSV/JSON manipulation, SQL, or specialized ETL tools.
- Proven track record of configuring integrations via native connectors with CRM, HRIS, and Finance tools.
- Proficiency in tools to manage multi-week implementation cycles.
- Communication: The ability to explain complex technical concepts to non-technical stakeholders
Nice To Haves
- SaaS product onboarding experience.
- Experience in Agile development methodologies.
- Proven ability to manage multiple projects simultaneously and prioritize tasks effectively.
- Experience in cloud-based product environments.
Responsibilities
- End-to-End Migration: Lead the extraction of data from legacy systems, perform rigorous data cleaning, and manage the mapping and import process into our SaaS environment.
- Integration Management: Configure and troubleshoot integrations between our platform and the client's existing stack, including:
- CRMs and Ticketing Systems (Salesforce, HubSpot)
- Applicant Tracking Systems (ATS)
- Finance & Billing Systems (IntAcct, NetSuite, QuickBooks)
- Communication & Interview Tools (Calendly, Zoom)
- Project Planning: Create and maintain detailed onboarding project plans, ensuring milestones are met and "Time to First Value" (TTFV) is minimized.
- Stakeholder Liaison: Act as the vital link between the Product Development team (relaying bugs/feature requests) and the Client (providing updates and technical training).
- Training & Enablement: Deliver virtual product training sessions and build support documentation.
- Governance & Compliance: Ensure all data handling follows strict data security protocols, including archival requirements and GDPR compliance standards.
- Build custom reports and dashboards for clients to track their key data and metrics.
- Document technical configurations to ensure a seamless handoff to the Customer Success and Support teams.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
