Customer Onboarding Specialist

Responsibilities

• Execute the onboarding process for new accounts
• Facilitate client kick-off meetings and regular status updates
• Support user adoption by identifying potential roadblocks
• Conduct formal hand-off reviews
• Guide clients through standard setup and best practices
• Deliver training sessions and create resources
• Assist with standard software integrations and data imports
• Troubleshoot technical issues during the implementation phase

• 2+ years in customer-facing roles, implementation, or technical support, preferably within a SaaS environment
• Strong verbal and written communication skills
• Comfortable working with software integrations, data mapping, and basic technical configurations
• A team player who can work across departments
• Familiarity with Customer Success platforms / CRM platforms is preferred
• Project Management certification is a plus.

• software integrations
• data mapping
• technical configurations
• troubleshooting
• onboarding process
• user adoption
• training sessions

• communication skills
• team player
• client facilitation
• problem-solving

• Project Management certification

• implementation
• technical support

• SaaS
• Customer Success platforms
• CRM platforms