Customer Onboarding Specialist

PushPress

Customer Onboarding Specialist activating boutique gyms across PushPress’s AI-powered management platform. Guiding setup, product adoption, and early retention through calls, chat, and proactive follow-up.

Posted 8/19/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong expertise in customer onboarding and implementation within a SaaS environment, with a focus on effective communication, project management, and the ability to adapt strategies to meet diverse client needs. Proficient in utilizing tools like Intercom and HubSpot to track onboarding progress and enhance customer experience.

Highest-signal resume keywords

PushPress Product Suite KnowledgeCustomer Onboarding ExperienceProject Management SkillsClear Communication SkillsSaaS Environment Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Onboarding ManagementPlatform ConfigurationWorkflow DevelopmentTechnical Concept ExplanationMulti-step Setup ManagementRisk IdentificationCustomer Training Material ReviewTime to First Value TrackingChurn Signal IdentificationMilestone Ownership

Soft Skills

EmpathyAttention to DetailCalm Under PressureAdaptabilityTrust Building

Tools & Technologies

IntercomHubSpotZoomSlackGoogle Workspace

Industry Keywords

SaaSClient-facing RolesOnboarding ProgramsCustomer SupportHelp Documentation

About the role

Key responsibilities & impact

Guide new clients through setup of PushPress products, including key configurations, integrations, and initial workflows
Deliver onboarding through a mix of one-on-one calls and Intercom-based support
Educate clients on workflows aligned to their business goals and operating model
Track onboarding progress and proactively follow up to remove blockers
Collaborate with Support and Operations teams to identify and close onboarding gaps
Review and update Help Docs and customer training material to improve onboarding clarity
Identify early churn signals and escalate risks to Support or Operations teams
Provide how-to guidance via chat for customers in the onboarding phase
Develop deep product expertise across the PushPress platform and stay current on new releases, feature updates, and best practices
Lead scaled onboarding programs and own early churn identification and mitigation strategies
Own the onboarding experience from kickoff through launch, sequencing setup tracks and managing dependencies across products
Drive Time to First Value, onboarding CSAT, and early retention

Requirements

What you’ll need

Strong working knowledge of the PushPress product suite, including platform configuration and core workflows
Experience leading customer onboarding, implementation, or setup projects in a SaaS environment
Comfort delivering onboarding over video, screen share, and live troubleshooting sessions
Strong project management skills with consistent follow-up and milestone ownership
Clear, confident communication with the ability to explain technical concepts simply
High attention to detail and disciplined use of systems and tracking tools
Empathy and calm under pressure when supporting customers who feel overwhelmed
Ability to context-switch fluidly between calls, chat support, and follow-up work throughout the day
Comfort screen sharing across desktop and mobile environments during live onboarding
Proven ability to manage multiple onboarding timelines at once without losing quality
Strong written and verbal communication that builds trust and momentum
Comfort working in CRM systems to track progress, risks, and outcomes
Ability to adapt onboarding approaches to different business models and client needs
Ownership mindset with accountability for outcomes, not just meetings completed
Comfort working asynchronously with cross-functional partners
Two or more years of experience in SaaS onboarding, implementation, or client-facing roles
Demonstrated ability to manage customers through multi-step, multi-week setup processes with consistent follow-through
Familiarity with PushPress products preferred but not required
Daily tools: Intercom, HubSpot, Zoom, Slack, Google Workspace

Benefits

Comp & perks

Equity Incentive Plan
Flexible Paid Time Off (and Public Holidays)
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (Company Sponsored 401k with Match)
Life Insurance
Family Leave (Maternity, Paternity)
Work From Home Stipend
Wellness Stipend