Get Covered

Onboarding Specialist

Get Covered

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
AI Apply
Manual Apply

Job Level

Junior

About the role

  • Act as the project manager for new client implementations, driving timelines, deliverables, and communication.
  • Configure and set up client accounts according to contract terms and client requirements.
  • Lead kickoff meetings, onboarding calls, and training sessions to ensure client readiness and adoption.
  • Collaborate with Sales to fully understand client goals, solutions sold, and key success criteria.
  • Partner with internal teams (Product, Customer Success, Support) to ensure smooth rollouts and client satisfaction.
  • Serve as the client’s trusted point of contact during onboarding, providing proactive updates and resolving blockers.
  • Document onboarding workflows, client configurations, and training materials for consistency and scalability.
  • Monitor onboarding metrics and escalate risks to ensure timely and successful launches.
  • Gather client feedback during onboarding to drive improvements and enhance future implementations.

Requirements

  • 1–3 years of experience in onboarding, implementation, client project management, or a customer-facing role (SaaS or tech preferred).
  • Excellent organizational and project management skills with the ability to handle multiple clients and timelines simultaneously.
  • Exceptional communication and presentation skills; comfortable leading client-facing meetings and trainings.
  • Strong problem-solving abilities and a proactive, solutions-oriented mindset.
  • Experience working cross-functionally with both technical and non-technical teams.
  • Familiarity with CRM, project management, and SaaS tools is a plus.
  • Bachelor’s degree in Business, Communications, or a related field preferred.