Onboarding Specialist

Customer Success Onboarding Specialist – United States

Join our team as the Customer Success in the US for our fast‑growing, SaaS scale‑up. We’re expanding into North America and looking for a strategic, hands‑on Onboarding Specialist to join our CSM team. You’ll work closely with our customers to drive adoption, retention, and growth—building lasting partnerships while helping shape how we do Customer Success in the US. If you’re energized by ownership, impact, and scaling something from day one, we’d love to talk.

We’re on the lookout for a technically adept and client‑focused Onboarding Specialist to join our Customer Success team and play a key role in delivering seamless onboarding experiences for our clients.

As an Onboarding Specialist at Workwize, you will own the onboarding journey for new clients from post‑sale through successful implementation. You’ll act as the main point of contact during the first 30–60 days of the customer lifecycle, ensuring clients are not only up and running on our platform but fully empowered to use it effectively. This role requires strong technical acumen, excellent time and project management skills, and outstanding communication abilities.

Ideal candidates will have a background in IT infrastructure or SaaS environments and be confident in managing multiple onboarding projects simultaneously while collaborating closely with our Sales, Product, Operations, and Technical teams.

• Deliver engaging, tailored training sessions for new clients to ensure strong product adoption.
• Educate users on platform features, integrations, and best practices.

• Lead technical onboarding and configuration of new client accounts.
• Collaborate with the Technical team to troubleshoot and resolve setup issues.

• Serve as the trusted advisor for new clients during onboarding.
• Proactively manage communication, support needs, and milestones.

• Act as a liaison between clients and internal Product, Technical, and Sales teams.
• Capture client feedback and share insights to help shape platform improvements.

• Provide consultative guidance to align platform use with clients’ operational and strategic goals.
• Recommend configurations, integrations, and workflows tailored to client needs.

• Ensure a seamless handoff to the Customer Success Manager upon onboarding completion.
• Document key account insights, usage trends, and any unique client considerations.

• Drive initiatives to optimize, automate, and scale onboarding processes.
• Identify and implement best practices to boost client satisfaction and efficiency.

• Experience:
  
  2+ years in onboarding, implementation, customer success, or a technical account management role within a SaaS or tech company.
• Technical Fluency:
  Familiarity with IT infrastructure, SaaS platforms, APIs, and software integrations. Able to understand technical client environments and requirements.
• Time Management:
  Highly organized, capable of juggling multiple onboarding projects with competing deadlines.
• Communication:
  Exceptional interpersonal and communication skills—clear, empathetic, and confident with both technical and non‑technical stakeholders.
• Presentation
  
  Skills:
  
  Comfortable leading client‑facing demos, training sessions, and status calls.
• Problem Solver:
  Able to think critically, troubleshoot effectively, and deliver practical solutions quickly.
• Process Mindset:
  Experience owning or contributing to onboarding processes, workflow optimization, and internal tooling improvements.
• Team Player:
  Collaborative attitude with a desire to contribute to a high‑performing, fast‑paced Customer Success team.

• Experience with tools like Hub Spot, Notion, Slack, and project management platforms such as
• Prior background as a Technical Trainer, IT/System administrator, or similar tech‑heavy role.
• Familiarity with remote‑first or distributed company environments.

• A position in a fast‑growing, dynamic environment.
• Flexibility to work in a hybrid environment, balancing office and home settings.
• The best working setup, with all necessary tools and equipment provided.
• A vibrant, entrepreneurial work environment that encourages innovation and growth.

Pay range: $70,000—$90,000 USD