Onboarding Consultant

Responsibilities

• 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; elevate 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

• 2‑3 years of experience delivering SaaS onboarding or implementation engagements
• Bachelor’s degree preferred
• Strong customer‑facial 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