Customer Onboarding Specialist; AI Startup

Customer Onboarding Specialist (AI Startup)

This range is provided by Recura AI. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$75,000.00/yr - $85,000.00/yr

Annual Bonus

We’re an AI startup building automated sales and marketing for cash-based medical clinics. Our customers are majority women-owned businesses and rely on us to deliver intelligent, reliable AI experiences that drive revenue and growth and serve their customers. As we grow, we’re looking for a Customer Onboarding Specialist to lead customers through the critical first steps of adopting our platform and ensure they see immediate success.

As a Customer Onboarding Specialist, you’ll take the handoff from Sales and own the onboarding process end-to-end. You’ll function as a project manager for each new customer
, guiding them through setup, coordinating with internal teams, and ensuring they’re successful in their first month live. This role combines customer success, technical implementation, and program design - ideal for someone who is organized, empathetic, and thrives on helping customers realize value quickly.

• Own onboarding projects from sales handoff through first-month success.
• Define success criteria for each customer and guide them through setup of their agent and supporting services like VOIP.
• Coordinate internal stakeholders (integrations engineering, managed services, etc.) to ensure smooth delivery of supported features.
• Get customers live with their AI agents
  , ensuring core functionality is working and aligned with customer goals.
• Monitor and support the first 30 days post-go-live
  , ensuring issues are resolved quickly and customers are confident using the product and dashboard before handing off to the support team and dedicated account manager.
• Create and refine playbooks, documentation, and training materials to make onboarding faster, smoother, and more scalable.
• Manage many small accounts in parallel while keeping each customer feeling prioritized and supported.

• 2+ years of experience in customer onboarding, implementation, success, or technical support at a SaaS or tech company.
• Strong organizational and project management skills—able to juggle multiple onboardings while staying on top of details.
• Technical aptitude: familiarity with APIs, SaaS configurations, and ability to triage issues or route them to the right experts.
• Excellent communication skills—empathetic, proactive, and able to guide non-technical users with confidence.
• A builder’s mindset: comfortable creating processes, playbooks, and repeatable approaches in a fast-moving startup.
• Ability to move quickly and efficiently and work well in a fast-paced environment.

• Experience onboarding small business customers onto complex software or in healthcare-related SaaS.
• Background with AI/automation products.
• Exposure to sales/marketing tech stacks.

• Be the first member of our onboarding team
  , shaping how we bring customers live and how they experience our product from day one.
• Work closely with sales, support, and engineering—your role will have a direct impact on customer success and product growth.
• Clear growth path to Onboarding Team Lead or Account Manager (upsell-focused) as the company scales.
• Competitive compensation, benefits, and the chance to be part of an early-stage team transforming a critical industry.

Entry level

Full-time

Medical Practices

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