Formations

Onboarding Specialist

• Own the first 60 days of the customer experience
• Act as project manager and point of contact for all setup, education, and configuration activities
• Partner with Customer Success Managers and cross-functional teams
• Communicate clear timelines and proactively manage change with customers
• Leverage HubSpot CRM to manage customer data and track progress
• Advocate for customer needs across departments
• Contribute to retention efforts by helping customers realize early value

Onboarding Manager

Customer Success Manager

• Own a portfolio of customers throughout their lifecycle
• Identify at-risk customers proactively and work toward resolution
• Spot and pursue upsell and cross-sell opportunities
• Help customers navigate payroll requirements and compliance