Client Onboarding Specialist (Onsite)

Frontsteps•Denver, CO

4d•Onsite

About The Position

At FRONTSTEPS, the Solution Delivery Specialist is the critical bridge between a signed contract and active, revenue-generating software adoption. This is not a passive customer service role—it is a high-impact, professional services position for a technical problem solver who thrives on autonomy, loves translating complex system configurations into clear, simple customer SOPs, and takes pride in being a top performer. In this role, you will own a high-volume portfolio of SaaS implementations from post-contract handover straight through to successful go-live, billing initiation, and long-term customer enablement. You will leverage modern AI-powered tools, automation, and structured customer training to accelerate time-to-value while delivering an elite onboarding experience.

Requirements

Proven track record in a client-facing implementation, technical onboarding, or solution delivery role within a B2B SaaS environment.
Strong technical aptitude with a natural desire to understand software architecture, data flows, and configuration logic.
Direct experience leading structured, group-facing customer training sessions and authoring step-by-step user documentation.
Demonstrated ability to manage 20+ active, parallel customer projects with high attention to detail and zero dropped balls.
Clear understanding of how onboarding velocity directly impacts ARR recognition, customer retention, and the billing cycle.
Hands-on experience or genuine comfort using AI tools and automated workflow platforms to optimize daily output.
Experience with CRM platforms (Salesforce preferred), project tracking software, and standard SaaS productivity tools.

Nice To Haves

HOA, Property Management, or Community Association software experience is a strong plus.

Responsibilities

Independently manage a high-volume portfolio of simultaneous SaaS implementations, owning configuration, timeline execution, and client readiness.
Translate customer business requirements into accurate software configurations, data mappings, and workflow setups.
Create clear, repeatable SOPs and deliver engaging, structured group-facing training sessions that build client confidence and drive rapid platform adoption.
Partner closely with Sales, Customer Success, and Finance to ensure a seamless post-contract transition, rapid time-to-value, and zero friction in the initial billing cycle.
Actively use AI tools and modern automation to streamline onboarding workflows, eliminate manual administrative tasks, and increase portfolio velocity.
Troubleshoot software configuration issues, investigate data discrepancies, and provide clear technical guidance to ensure clients maximize product value.
Continuously analyze onboarding metrics to refine delivery playbooks, document best practices, and elevate the team's operational performance.