Onboarding Specialist- up to 70k

Onboarding Specialist

Our client, a SaaS organization, is seeking a hybrid Onboarding Specialist to join their growing team here in Philly. This individual will play a key role in managing the onboarding experience for clients while serving as a trusted partner to leadership. The ideal candidate will bring a strong blend of customer success, onboarding, account management, and relationship-building experience, with the ability to thrive in a fast-paced, metrics-driven environment.

Manage the end-to-end onboarding process for nonprofit and corporate clients, ensuring a seamless customer experience.

Serve as a key partner to leadership, helping to support team priorities and client initiatives.

Build strong client relationships and act as a primary point of contact throughout the onboarding lifecycle.

Maintain proactive communication with customers through regular outreach and follow-up.

Identify opportunities to expand client engagement and support additional service offerings.

Track onboarding progress, customer activity, and pipeline opportunities within internal systems.

Collaborate cross-functionally to resolve client issues and ensure successful onboarding outcomes.

Utilize AI tools and technology to improve efficiency and enhance the customer experience.

Support team initiatives and assist with additional projects as business needs evolve.

3+ years of experience in onboarding, customer success, account management, client services, or a related customer-facing role.

Proven ability to manage a high volume of client relationships in a fast-paced environment.

Strong relationship-building skills with a consultative and customer-focused approach.

Experience identifying upsell opportunities or expanding existing client relationships is highly preferred.

Highly independent and comfortable working with minimal supervision.

Detail-oriented with strong verbal and written communication skills.

Ability to quickly learn complex processes and support clients across multiple service offerings.

Proficiency with Google Workspace, Hub Spot, and CRM/customer engagement platforms required.

Experience with in SaaS, technology, professional services, financial services, healthcare, pharmaceutical, compliance, or related industries is a plus.

This is a contract to hire hybrid position, paying up to 70,000 annually if permanent. It would require an onsite presence one day a week.

If you have a background in onboarding, customer success, or account management and are looking to join a growing organization, please apply with a Microsoft Word version of your resume for consideration.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.