steercom - Key Message. Delivered.

Onboarding Specialist – B2B SaaS

steercom - Key Message. Delivered.

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Manage the end-to-end onboarding of customers using for multiple products including initial outreach, requirements gathering, and setup coordination
  • Tailor and configure customer-facing templates based on client inputs and business goals – no custom development required, but small updates and adjustments will be common
  • Implement scheduling tools and CRM. This includes integration, configuration, training and enablement.
  • Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high-touch experience and responsive support
  • Troubleshoot technical issues and coordinate timely updates to live configurations as needed
  • Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience
  • Own the free trial to paid conversion process to ensure customer adoption
  • Seeks out new knowledge and approaches problems with a mindset of exploration in regards to AutoOps and Steer Products

Requirements

  • 2+ years of experience in customer onboarding, customer success, or implementation support - ideally in a SaaS or digital tools environment
  • Experience managing a client-facing product or tool on behalf of customers (e.g., configuring, launching, or supporting a templated platform, dashboard, or embedded experience)
  • Strong communication skills
  • Customer-first mindset
  • Ability to manage multiple onboarding projects at once, with strong organization and follow-through
  • Proactive, resourceful, and ownership-driven - you anticipate needs and take initiative
  • Experience with KPIs, including Time to Live and Time to Onboarding Complete
  • Experience with a CRM such as Hubspot, Salesforce, etc…
  • Experience onboarding and training on multiple products or modules
  • Experience with templated content platforms, CMS tools, or WYSIWYG editing
  • Exposure to scheduling or CRM tools
  • Comfort with technical troubleshooting or support escalation workflows
  • Experience with a high-volume environment and short onboarding cycles
  • Experience onboarding low-tech customers
Benefits
  • 100% remote work environment
  • Medical, Dental and Vision insurance within 30 days
  • 100% employer-paid medical insurance
  • Equity package
  • Flexible PTO with 15 days minimum
  • Generous Parental Leave
  • FSA and HSA options
  • 401(k)
  • Growth & Wellness Stipend
  • WFH Equipment
  • Chance to work with the latest technology
  • A collaborative, high ownership culture
  • Opportunities for development and career growth
Applicant Tracking System Keywords

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

Hard Skills & Tools
customer onboardingimplementation supportconfigurationtechnical troubleshootingKPI managementtemplated content platformsWYSIWYG editingscheduling toolsCRM management
Soft Skills
strong communicationcustomer-first mindsetorganizational skillsproactiveresourcefulownership-drivenproblem-solvingcollaborationfollow-through