Onboarding Specialist

• Own the full onboarding process for new customers from kickoff to go-live.
• Lead onboarding sessions, trainings, and group presentations with confidence and clarity.
• Anticipate needs, identify issues early, and proactively bring forward actionable solutions.
• Build strong relationships with customer teams, helping them adopt new workflows and tools.
• Collect, review, and verify onboarding documentation with exceptional attention to detail.
• Configure accounts, workflows, and system settings to match customer operational needs.
• Troubleshoot challenges, find answers quickly, and escalate when appropriate.
• Communicate consistently with Operations, Customer Success, Product, and Support to ensure alignment and smooth handoffs.
• Recommend improvements to onboarding workflows, SOPs, and materials as we scale.

Onboarding Specialist

Implementations Onboarding Manager

Customer Onboarding Manager

Onboarding Coordinator

Onboarding Specialist II