Onboarding Specialist

• Primary guide for new users, ensuring successful integration and initial value realization with Insycle
• Provide onboarding and strategic guidance; provide technical support as needed
• Meet customers live on Zoom and collaborate with product and sales teams
• Lead and support onboarding for new customers, helping them see value early and often
• Develop and refine onboarding workflows to ensure seamless transition for new users
• Serve as first line of support via Intercom chat and Zoom video calls
• Troubleshoot technical issues related to data formatting, automation workflows, bulk record operations
• Join and contribute to sales demos as a technical expert
• Improve and extend documentation, templates, and internal processes
• Advocate for customers internally; suggest new approaches and scalable solutions

Customer Onboarding Specialist, SaaS

Customer Onboarding Manager

Onboarding Coordinator

Onboarding Specialist II

HR Onboarding Specialist

AVP, Securities Client Onboarding and KYC