Onboarding Specialist – Level II
Align Technology
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $75,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage onboarding for large, diverse, and/or accounts with more customized use case(s), ensuring tailored solutions and alignment with client-specific objectives.
- Oversee the configuration and deployment of one or more AlignOps products, ensuring seamless integrations tailored to client goals and workflows.
- Provide consultative product guidance to administrators, supervisors, and end-users across multiple product suites, ensuring alignment with business objectives and effective adoption strategies.
- Act as the primary escalation point for complex technical or process-related challenges during onboarding, collaborating with internal teams to resolve issues promptly.
- Build and maintain strategic relationships with stakeholders at all levels of client organizations, aligning onboarding success with broader business goals.
- Drive multi-product adoption by proactively introducing and integrating additional AlignOps solutions into client operations.
- Audit and optimize onboarding workflows for accounts with higher user counts, ensuring scalability and consistency in delivering value.
- Lead the development of multi-product training materials, technical guides, and adoption strategies to support sophisticated customer use cases.
- Partner with customer success, product, and support teams to develop innovative onboarding approaches for clients managing larger, more complex deployments.
- Monitor customer feedback from high-volume accounts to identify trends and opportunities, recommending and implementing process improvements to enhance the onboarding experience.
- Lead strategic initiatives and special projects to improve the onboarding journey for complex accounts, including creating scalable processes for multi-product rollouts.
Requirements
- A bachelor’s degree in business, project management, or a related field is preferred; a high school diploma or equivalency is required.
- 3–5 years of experience in client-facing roles such as customer success, account management, or onboarding for SaaS products.
- Experience with software implementation, including consulting on technical solutions or integrations.
- Demonstrated ability to manage multiple complex and concurrent onboarding projects independently, prioritizing tasks and delivering results for varied use cases.
- Exceptional communication and problem-solving skills, proven ability to address complex challenges and present solutions with clarity and empathy.
- Strong technical aptitude, including experience resolving issues and implementing process changes across diverse client environments.
- Proven ability to identify and resolve time-sensitive or high-priority issues for clients while maintaining professional relationships.
- Experience creating and maintaining comprehensive documentation to support scalable onboarding processes and a positive customer experience.
- Proficiency in Excel, Google Workspace, and project management tools.
- Bonus: Familiarity with Salesforce or similar CRM platforms.
- Bonus: Experience integrating two or more SaaS products.
- Bonus: Industry-specific experience in the construction operations industry.
Benefits
- Health, dental, and vision coverage
- Disability insurance
- Life insurance
- PTO
- 401(k) plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
software implementationtechnical solutionsintegrationsonboarding processesdocumentationmulti-product adoptionprocess changesproject management
Soft skills
communicationproblem-solvingrelationship managementprioritizationconsultative guidancestrategic thinkingadaptability
Certifications
bachelor's degreeproject management certification