Onboarding Consultant

Togetherwork

Onboarding Consultant leading customer onboarding and training for Togetherwork's SaaS solutions. Ensuring smooth transitions from sales to active product usage with effective onboarding strategies.

Posted 6/11/2026full-timeAustin • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS onboardingsystem configurationsolution setupdata monitoringdocumentationAI toolsautomationtraining deliverybest practicesonboarding frameworks

Soft Skills

customer-facing communicationfacilitationtraining skillsattention to detailproactiveownership-orientedorganizedexecution-focusedcollaborativeteam player

Certifications

Bachelor's degree