Product Onboarding Specialist

and the job listing Expires on September 20, 2026

Leader Factor
· Lehi, Utah
· Hybrid — in-person Mondays, remote the rest of the week
· Part-time & Full-time Opportunities Available

You must be an be in our Lehi office on Mondays (Wasatch Front local, or willing to relocate).

Leader Factor is a leadership-development company. We don’t sell one-off workshops or a content library — we build an integrated system that produces measurable behavior change: proprietary frameworks, validated assessments, application tools, and a platform that reinforces what leaders learn long after the training event. We’re a small, high-trust team based in Lehi, Utah, working with enterprise organizations worldwide.

You’ll join a small Client Success team and own the first, most formative chapter of every client relationship: onboarding. From the moment a deal closes, you’re the one who turns a signed contract into a launched, engaged, successful deployment — running kickoffs, managing timelines, training admins, and making sure nothing stalls between “welcome aboard” and “we’re live.”

There’s no layer between you and the client, and no layer between you and the product team either. You sit at the junction where customer voice meets product decisions: what you hear in onboarding directly shape what we build next. You will report to the CCO.

This is a high-ownership seat. The clients you onboard are in front of you from day one, and the quality of their launch is yours to own.

We run Client Success AI-first. Your leverage doesn’t come from doing every mechanical task by hand — it comes from client judgment about what each account needs, the ability to use AI tools to handle the mechanics (prep, documentation, follow-ups, data pulls), and the relationship skill to show up in the room prepared, credible, and genuinely helpful. We automate the busywork so you can spend your time where it matters: with clients.

Product onboarding

• Own day-to-day onboarding in the Leader Factor platform.
• Plan and lead key customer meetings: kickoff, data reviews, logistics/prep, and admin training.
• Lead rollouts end to end: run regular stakeholder cadences, build and execute against milestone-based onboarding plans, and coordinate supporting work streams such as translations and internal communications through to launch.
• Work directly with the CSM who owns the account post-sale and is accountable for delivering measurable results against the client’s outcomes.
• Provide ongoing platform training to existing accounts, bridging the gap between new releases and the value customers attain from them.
• Own the support queue end to end. Resolve platform, FAQ, and routing inquiries quickly, and treat recurring questions as the signal for what to build next.
• Operate the Knowledge Base as an AI-enabled engine. Ensure it stays version-current with the platform, reflecting new functionality as the product team pushes releases.
• Execute customer-facing communications for product updates and releases.

Onboarding infrastructure

• Help improve onboarding workflows, automations, templates, and internal process docs.
• Identify and flag recurring friction points in onboarding motion; propose solutions that scale across the client base.
• Standardize the ideal onboarding flow and playbooks for edge cases to reduce manual work.

Production & administrative support

• Produce live virtual events, including skill previews and webinars. Own the Zoom setup and ensure flawless technical execution.
• Execute invoicing and payment collection within established systems.

In priority order:

• Strong client instincts. You read a room, earn trust quickly, and make good calls about what each account needs to launch well. You communicate clearly in writing and in person. This is the top of the list.
• A self-starter who owns outcomes. On a team this small, you set a lot of your own direction and drive onboardings to done without being managed through it. When an account stalls, you don’t wait — you re-engage.
• A natural teacher. You make complex things simple, whether you’re training a client admin, writing a Knowledge Base article, or…