Onboarding Specialist

• Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift's products.
• Explain key features and benefits of Shift.
• Own the customer onboarding journey, including registration and compliance requirements for onboarding.
• Make credit decisions within authority levels
• Maintain accurate records and systems.
• Answer inbound customer calls as part of a rotating roster within the team.
• Comply with lending guidelines and regulatory obligations.

Client Onboarding Specialist

• Support, and eventually own, onboarding and implementation for new customers, from kickoff through go-live.
• Coordinate everyone involved — internally and externally — so onboarding steps land on time and nobody's left in the dark.
• Set up customer accounts, software environments, templates, and configurations to meet each customer's specific needs.
• Handle the administrative detail that keeps onboarding on track — data entry, scheduling, follow-ups, and all the unglamorous but necessary bits that come with every project.
• Keep projects on track by capturing meeting notes, sending updates, and following up on next steps and action items.
• Help deliver customer training sessions, and keep our onboarding documentation sharp and up to date.
• Bring your property management or real estate eye to continuous improvement at Kolmeo - share your thoughts on what would turn good into great!

Customer Onboarding Specialist

• Own the onboarding journey from contract close to go-live for customers with complex needs
• Conduct discovery sessions to understand customer workflows, goals, and technical setup
• Lead and manage implementation plans, including timelines, milestones, and stakeholder alignment
• Facilitate data migration, system setup, and integration configurations
• Deliver operational training to ensure confident product usage post-launch
• Provide post-go-live support and smooth handoff to long-term Success Manager
• Build strong relationships as the primary point of contact during onboarding
• Act as the technical escalation point to resolve onboarding-related issues
• Monitor customer onboarding health and engagement metrics to ensure timely progress
• Adapt approach based on customer industry, readiness, and complexity
• Work closely with Sales, Product, Engineering, and Support to meet onboarding goals
• Provide feedback to internal teams to continuously improve onboarding processes and tooling
• Ensure onboarding SLAs are met and documented for internal reporting
• Lead team standups and training - ensuring the team is unblocked and consistently improving their ways of working.
• Serve as an escalation point to unblock team members with their implementation challenges and assist in problem solving.
• Report on team performance and coach the team on achieving their targets.
• Enhance existing onboarding processes and establish best practice ways of working.
• Identify and address any gaps in implementation processes.

Onboarding Specialist jobs in Australia

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Client Onboarding Specialist

Customer Onboarding Specialist

Senior Customer Success Manager – Onboarding, Mid-Market/Enterprise