Togetherwork

Onboarding Consultant

Togetherwork

full-time

Posted on:

Location Type: Hybrid

Location: Austin • Texas • United States

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About the role

  • Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope
  • Configure SaaS applications based on documented customer requirements and established best practices
  • Guide customers through setup, validation, and go-live readiness activities
  • Identify onboarding risks, dependencies, and issues; escalate appropriately to maintain delivery momentum
  • Deliver end-user and administrator training to support successful adoption
  • Provide onboarding guidance, best practices, and product usage recommendations
  • Ensure customers are prepared for transition to Customer Success or Support teams
  • Maintain accurate onboarding documentation, configuration records, and customer artifacts
  • Track progress against milestones, timelines, and success criteria
  • Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
  • Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency
  • Use data, dashboards, and AI-supported insights to monitor onboarding health and identify risks early
  • Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery

Requirements

  • 2-3 years of experience delivering SaaS onboarding or implementation engagements
  • Bachelor's degree preferred
  • Strong customer-facing communication, facilitation, and training skills
  • Ability to manage multiple onboarding engagements with accountability and attention to detail
  • Technical aptitude for system configuration and solution setup
  • Comfort working within structured delivery frameworks and onboarding plans
  • Ability to document requirements, configurations, and processes clearly and accurately
  • Customer-focused, proactive, and ownership-oriented
  • Organized and execution-focused with strong follow-through
  • Collaborative team player aligned to shared outcomes and onboarding standards
Benefits
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Applicant Tracking System Keywords

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

Hard Skills & Tools
SaaS onboardingsystem configurationsolution setupdata monitoringAI toolsautomationdocumentationtraining deliveryrisk identificationmilestone tracking
Soft Skills
customer-facing communicationfacilitationtraining skillsattention to detailproactiveownership-orientedorganizedexecution-focusedcollaborativeteam player
Certifications
Bachelor's degree