Onboarding Specialist
Listed on 2026-01-01
-
IT/Tech
Technical Support
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About
The Role
The primary responsibility for this role is to manage the onboarding of our Amazing Life customers by successfully implementing the Amazing Life product suite. The right individual provides a distinctive post sale service that makes Amazing Life the market leader and preferred choice for kids and student curriculum in the church space. This individual possesses a passion for customer satisfaction, obsession for accuracy, a blend of technical and customer-interaction skills, a drive for excellence, can effectively navigate objections, and has what it takes to deliver results.
Customer Onboarding Specialist
Location:
Plano, TX
Department:
Customer Success
Reports To:
Manager of Onboarding
About
The Role
The primary responsibility for this role is to manage the onboarding of our Amazing Life customers by successfully implementing the Amazing Life product suite. The right individual provides a distinctive post sale service that makes Amazing Life the market leader and preferred choice for kids and student curriculum in the church space. This individual possesses a passion for customer satisfaction, obsession for accuracy, a blend of technical and customer-interaction skills, a drive for excellence, can effectively navigate objections, and has what it takes to deliver results.
This position will require the aptitude to become an expert on the Amazing Life suite, underlying technology, competitive advantages, curriculum and convey those to Amazing Life customers. This person will work best in a dynamic, technology-driven environment utilizing phone and web tools to effectively manage a high velocity of activity.
In addition to having a genuine interest in helping you do your best work and drive your career, we offer:
- Competitive base w/ variable compensation
- Medical, Dental, and Vision insurance
- Generous PTO and Sick Leave
- 13 paid holidays
- Collaborative and inclusive culture
- Opportunity to shape a growing, mission driven SaaS organization with impact in the faith sector.
- Project manage the onboarding and implementation of Amazing Life customers, manage a pipeline, and meet or exceed KPI’s.
- Become an expert in the Amazing Life product suite and set appropriate expectations with the customer.
- Deliver results, provide high quality customer interactions, drive product adoption, and effectively manage multiple/simultaneous implementations.
- Coordinate with Product, Service Delivery, and Customer Success teams to execute on implementation.
- Build and effectively execute account plans and strategies unique to each account.
- Regularly review assigned accounts to highlight key results, analyze metrics, demonstrate value, and emphasize the ROI, as well as, recommend process/procedure changes to better utilize Amazing Life features and products.
- Help develop existing customer relationships; inline with the company service process and ensure maximum customer retention is achieved.
- Maintain knowledge of market conditions and competitive activities.
- Receive direction from the VP, Director and Manager of Onboarding, and guidance from Customer Success Team Leads.
- 1+ years of working SaaS onboarding and implementation, as an Onboarding Specialist, Customer Success Manager, or equivalent experience.
- Excellent communication and project management abilities.
- Ability to identify, critique, suggest, and implement intelligent changes to the clients, and optimization processes.
- Strong problem resolution skills proven ability to engage and interact with internal teams to resolve client issues.
- Bilingual in Spanish; ability to translate verbal and written communication, and speak to customers in Spanish, is a plus.
- Desire to work in a fast paced startup environment, with proactive mindset and minimum need for supervision.
- Experience with CRM software (e.g. Hubspot / Salesforce).
- Ability to prioritize and manage workload…
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