Onboarding Specialist II

Boulevard

Onboarding Specialist managing customer onboarding projects from kick-off to activation. Engaging cross-functionally with teams to deliver successful customer experiences for Boulevard's SaaS platform.

Posted 6/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $34 per hourWebsite

About the role

Key responsibilities & impact

Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
Identify project risks, delays, or blockers early and escalate concerns appropriately.
Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies.
Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities.
Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency.

Requirements

What you’ll need

3–5 years of experience in SaaS onboarding, implementation, project management, or customer success roles.
Proven ability to independently manage a high-volume portfolio of onboarding projects.
Strong project management, organizational, and prioritization skills.
Demonstrated ability to proactively manage customer risk, delays, and competing priorities.
Strong communication and stakeholder management skills with the ability to influence customers and internal teams.
Ability to balance operational discipline with customer flexibility and problem solving.
High ownership mindset with strong follow-through and accountability.
Experience managing onboarding forecasting, project tracking, and portfolio reporting.
Comfortable navigating customer pushback and driving accountability conversations.
Technical aptitude with the ability to understand onboarding workflows, configurations, integrations, and data migration requirements.

Benefits

Comp & perks

401(k) match plus dental, medical, vision, and life insurance.
Flexible vacation day policy.
Fully remote work with monthly work from home stipend.
Family planning resources and specialized support programs.
Equity options to grow with Boulevard.
Boulevard Bucks Learning and Development program for career exploration.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS onboardingproject managementdata migrationonboarding workflowsconfigurationproject trackingportfolio reporting

Soft Skills

communicationstakeholder managementorganizational skillsprioritizationproblem solvingaccountabilityinfluencecustomer experience