Onboarding Specialist

GlossGenius

full-time

Posted on: 1/7/2026

Location Type: Remote

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💰 $60,000 - $72,000 per year

About the role

Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding
Own and manage the end-to-end onboarding process, guiding customers through key milestones including:
Data transfer and migration
Payments and financial setup
Website and online booking configuration
Team member onboarding and permissions
Enablement of advanced product features
Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks
Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity
Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently
Ensure customers are fully activated and confident using the platform by the end of the onboarding period
Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes
Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes

1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred)
Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction
Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment
Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration
Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences
Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion
Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools)

Benefits

Flexible PTO
Competitive health & dental insurance options, with premiums partially or fully covered by GG
In-person opportunities that are designed to help team members foster collaboration and build community (ie; working out of a co-working space, team dinners, and other team building activities)
Fertility and adoption benefits via Carrot
Generous, fully-paid parental leave policy
401k benefit - employees are eligible to contribute starting day 1 of employment
Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses
Pre-tax commuter benefits
Dependent Care FSA
Home office support

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

data migrationpayments setupsystem configurationonboarding process managementcustomer activationproduct walkthroughsissue resolution

collaborationcommunicationorganizational skillsdetail-orientedproactivecustomer satisfaction management