Onboarding Specialist

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success.
• Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software.
• Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation.
• Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations.
• Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products.
• Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes.
• Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience.
• Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner.
• Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records.
• Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them.
• Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty.
• Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

Client Success Onboarding Specialist

• Consult homeowners on vacation rental best practices for providing 5-star guest experiences and the impact guest reviews have on revenue generation
• Build a strong and strategic relationship with the owner and Evolve
• Respond to homeowners’ inquiries, requests, and needs via phone, email, and text promptly in high-quality touchpoints and hold yourself accountable for the quality and timeliness of your deliverables to ensure strong client relations and partner success
• Onboard and manage a continually moving pipeline of new owner partners from the point of signing up through activation
• Utilize internal dashboards and resources to analyze market-specific data to set realistic expectations for performance and distill information for the owner
• Responsible for making independent and critical business decisions in Evolve's best interest. These decisions may be related to profitability, ROI, or partnership readiness with the property and owner.
• Collect relevant property details and utilize Evolve tools and resources to ensure brand standards and expectations are met
• Research, diagnose, and recommend solutions to scenarios or problems that are varied but similar by utilizing resources and adapting solutions for specific situations
• Maintain adherence to team and company standard operating procedure (SOP) while meeting performance and behavior expectations
• Hold yourself accountable for measuring and meeting predefined performance objectives

Customer Onboarding Consultant

• Welcome and Onboard Strategic Customers.
• Accelerate Adoption at Scale.
• Lead Complex Migrations.
• Champion Best Practices and Elevate the Team.
• Be a Slack subject matter expert.
• Serve as the primary onboarding partner for strategic and complex Slack accounts post-sale.
• Lead virtual 1:1 and group sessions to educate customers on key features.
• Use consultative skills to uncover business objectives and build customized Success Paths.
• Handle complex, escalated situations with professionalism.
• Mentor and support peer Onboarding Specialists.
• Contribute to the development of onboarding methodology, playbooks, and internal tooling.
• Build and maintain strong relationships with internal stakeholders.
• Actively contribute to the Customer Success knowledge base.

Senior Onboarding Specialist, Slack

• Welcome and Onboard New Customers: Be the friendly, knowledgeable first point of contact after the sale
• Accelerate Adoption: Help customers get to value faster by spotting adoption gaps, showcasing high impact features, and creating tailored success plans
• Support Migrations: Guide customers through enterprise plan migrations including SSO
• Champion Best Practices: Share guidance, translate business goals into practical recommendations

Onboarding Specialist – Slack

• Serve as the primary point of contact for all new hires from offer acceptance through role integration
• Schedule, coordinate, and facilitate new hire orientation sessions
• Deliver onboarding content across BMO standards, company culture, tools, and processes
• Coordinate with HR, IT, and functional leaders to ensure new hire equipment, access, and pre-start logistics are completed on time
• Manage onboarding checklists, timelines, and follow-through tasks for each new hire cohort
• Assist the Onboarding & Training Specialist in updating and maintaining onboarding materials
• Track and document onboarding milestone completion, participation records, and new hire progress
• Provide general administrative support to the BMO team as needed

Onboarding Coordinator

• Become a Salesforce subject-matter expert for specific Salesforce products focusing on accelerating the initial "time to value" for new customers.
• Be the customer’s first point of contact post-sale and welcome them warmly into the ecosystem.
• Deliver virtual 1:1 engagements to educate and empower our customers to achieve business value using the Salesforce Customer 360 Suite of Products.
• Use your consulting skills to uncover initial business use cases and objectives, setting the stage for long-term customer success.
• Provide relevant recommendations specific to customers’ business needs.
• Create tailor-made Success Paths for customers, detailing the steps that will ensure their business objectives are met.
• Build positive relationships with both internal and external business partners, contributing to broader goals and growth.
• Actively leverage and contribute to the overall knowledge base and expertise of the community.

Senior Customer Onboarding Specialist – Industry Cloud

• You'll assist recruiters with collecting candidate offer letters, I9 documentation and other relevant onboarding information.
• This role will be on camera with new hires often, as completing I9s for high-volume hiring efforts is a key responsibility.
• You'll manage multiple steps in the onboarding process including, but not limited to, submitting & reviewing background checks, sending new hire documentation, and completing the hiring process via UKG.
• You will maintain new hire rosters and communicate information to partners in IT and Facilities for equipment shipping/pick-up, tracking, etc
• You will be responsible for candidate engagement from the time an offer is accepted until a new hire’s first day of training
• You will manage a high volume of emails to & from new employees with questions, concerns, and onboarding updates.
• You will assist the TA Operations team with various projects throughout the year including, but not limited to, Employee Referral Program, Recruitment Marketing, UKG, Greenhouse, Audits

See all jobs on JobTailor