Onboarding Specialist

• Lead new Partners through the end-to-end onboarding process, ensuring a seamless transition from the sales phase to active usage of our product
• Coach Partners in configuring and customizing the OneVision product to meet their specific needs, including needs analysis, systems setup, user role assignment, and initial system configuration
• Provide initial technical guidance to Partners, addressing technical queries, troubleshooting issues, and ensuring a solid understanding of the product's functionalities
• Create and deliver engaging training to our Partners during onboarding, ensuring their understanding of key processes and tools
• Serve as the primary point of contact for Partners during the onboarding process, utilizing communication skills to manage progress and set expectations
• Effectively manage and complete on-time multiple projects simultaneously, ensuring a smooth transition from initial setup to training phase
• Identify and address any issues or challenges that Partners may encounter during onboarding, collaborating with internal teams for resolution
• Gather feedback from Partners about their onboarding experience and use insights to improve processes and documentation
• Create and maintain onboarding documentation, guides, and resources to support Partners, ensuring easy access to comprehensive materials

Onboarding Manager

Onboarding Coordinator

Onboarding Specialist II

Onboarding Coordinator

Onboarding Manager

Senior Onboarding Manager