Onboarding Consultant

Bonterra

Onboarding Consultant managing client onboarding and integration for Bonterra Tech. Leading discovery sessions, developing onboarding plans, and providing software guidance for successful adoption.

Posted 6/9/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Lead and manage the onboarding process for new Bonterra Tech clients from kick-off to successful adoption.
Conduct discovery sessions with clients to understand their specific business needs, workflows, and goals.
Develop and deliver tailored onboarding plans, including configuration, data migration, and user training.
Provide expert guidance and best practices to clients on utilizing Bonterra Tech's software effectively.
Act as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
Collaborate closely with sales, product, and support teams to ensure a coordinated and positive client experience.
Create and maintain comprehensive onboarding documentation, training materials, and guides.
Track and report on onboarding progress, client satisfaction, and key success metrics.
Identify opportunities for process improvement within the onboarding workflow.

Requirements

What you’ll need

2+ years of experience in a client-facing role such as onboarding, implementation, or technical consulting, preferably within a SaaS environment.
Demonstrated curiosity and experience leveraging generative AI tools (e.g., ChatGPT, Claude, Gemini) to improve productivity, accelerate problem solving, and enhance customer outcomes.
Strong understanding of software implementation methodologies and best practices.
Excellent communication, presentation, and interpersonal skills with the ability to explain complex technical concepts clearly to non-technical audiences.
Proven ability to manage multiple projects simultaneously and deliver on deadlines.
Problem-solving attitude with a focus on client satisfaction.
Proficiency with CRM software and project management tools (Salesforce and Monday.com).
Experience with data migration and system configuration is a plus.
Experience with Bonterra products is a plus.

Benefits

Comp & perks

Comprehensive benefits package that supports your health, well-being and growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data migrationsystem configurationsoftware implementation methodologiesgenerative AI tools

Soft Skills

communication skillspresentation skillsinterpersonal skillsproblem-solvingproject management