Customer Onboarding Specialist

Ubeya

Customer Onboarding Specialist coordinating client onboarding and ensuring effective platform integration. Collaborating on client project milestones for early success with Ubeya solutions.

Posted 6/10/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Execute the onboarding process for new accounts
Facilitate client kick-off meetings and regular status updates
Support user adoption by identifying potential roadblocks
Conduct formal hand-off reviews
Guide clients through standard setup and best practices
Deliver training sessions and create resources
Assist with standard software integrations and data imports
Troubleshoot technical issues during the implementation phase

Requirements

What you’ll need

2+ years in customer-facing roles, implementation, or technical support, preferably within a SaaS environment
Strong verbal and written communication skills
Comfortable working with software integrations, data mapping, and basic technical configurations
A team player who can work across departments
Familiarity with Customer Success platforms / CRM platforms is preferred
Project Management certification is a plus.

Benefits

Comp & perks

Health insurance
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

software integrationsdata mappingtechnical configurationstroubleshootingonboarding processuser adoptiontraining sessions

Soft Skills

communication skillsteam playerclient facilitationproblem-solving

Certifications

Project Management certification