Lead end-to-end onboarding for new partners, from sales handoff through activation and stabilization on the platform.
Guide partners through integrations with PSA tools, accounting software, and ERP systems.
Provide hands-on support for migrating customer payment methods from legacy processors to Alternative Payments.
Deliver training sessions on platform functionality, automation features, and onboarding best practices.
Clearly articulate the value of our platform and feature set to accelerate adoption and improve time to value.
Ensure all required onboarding documentation and compliance checks are completed accurately and on time.
Stay up to date on product enhancements and roadmap changes to provide accurate and relevant guidance.
Troubleshoot technical issues and collaborate closely with Product and Engineering to resolve onboarding challenges.
Maintain accurate onboarding updates and partner records in Salesforce.
Gather partner and end-customer feedback to inform improvements across onboarding, product, and customer experience.
Collaborate cross-functionally with Sales, Customer Experience, Operations, Product, and Engineering teams to continuously improve onboarding workflows.
Track partner progress and proactively identify risks to long-term success on the platform.
Identify opportunities to improve internal and partner workflows through AI and automation, and collaborate with Engineering and Operations to implement them.

Requirements

2–3 years of experience in a customer-facing role such as onboarding, customer success, account management, technical support, or implementation (ideally in SaaS, payments, or FinTech).
Strong technical aptitude with the ability to troubleshoot software issues and understand system integrations.
Ability to clearly explain technical concepts to non-technical stakeholders.
Excellent written and verbal communication skills.
A strong customer-first mindset with a focus on delivering high-quality onboarding experiences.
Proven ability to manage multiple onboarding projects simultaneously and drive timely activation.
Strong analytical, decision-making, and problem-solving skills.
Comfort collaborating cross-functionally in a fast-paced environment.
A proactive, self-starter mentality with the ability to work autonomously while staying aligned with team goals.
A degree in communications, psychology, sociology, information technology, or a related field is preferred.

Benefits

📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

onboardingsystem integrationstroubleshootingcustomer payment methods migrationautomation featuresAI implementationSalesforcecompliance checksproject managementtechnical support

Soft Skills

communication skillscustomer-first mindsetanalytical skillsdecision-makingproblem-solvingcollaborationself-starter mentalitytime managementadaptabilityinterpersonal skills