Technical Onboarding Specialist

Genius Marketing – Boost your revenue & protect your brand Learn more Call us:  Log in

Who Are We?

Proud to be named the #6 Best Place to Work in San Diego by the San Diego Business Journal!

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place!

We're on a mission to revolutionize our industry by “automating everything but holding the wrench,” providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.

Who Are You?

You’re not just any Onboarding Specialist; you’re the technical owner of a new customer’s first months with Workiz. You bring the same patience and WOW factor to small business owners that great onboarding always needs, and you pair it with real technical depth: you configure complex accounts, migrate data from legacy systems, connect integrations and APIs, and when something breaks, you can reproduce it, trace it to root cause, and write it up so engineering can act on it.

You know a clean go-live is the foundation for customer success, so you audit setups before they become problems and push for permanent fixes rather than workarounds. You’re knowledge-hungry, stay current on every product release, manage a full workload of concurrent onboardings, and thrive in the fast-paced, dynamic environment of a start-up.

What You'll Do

• Lead technical onboarding for new accounts in virtual sessions, configuring the account end to end, including integrations, API, phone/communications, automations, reporting, and data flows, and showing customers how to extract maximum value from their solution.
• Plan and run data migrations from legacy systems and spreadsheets, validating that customer data lands accurately before go-live.
• Set up, test, and troubleshoot integrations, webhooks, and API connections until they work end to end.
• Design and implement in-product solutions for complex customer workflows, including multi-location and franchise setups.
• Audit account configurations before go-live and at Hyper Care exit, and fix the misconfigurations that quietly drive early churn.
• Own technical issues that surface during onboarding end to end: reproduce, diagnose, document, and drive to root cause with Support, Product, and R&D.
• Write clear, reproducible defect reports with evidence, distinguishing product defects from user error, and push for permanent fixes rather than workarounds.
• Conduct technical discovery to confirm sales notes on customer priorities, existing systems, integrations, and data, and de‑escalate onboarding or sales concerns effectively to keep customers moving forward.
• Collaborate with Sales, Support, Customer Success, and Technical Account Managers to ensure a smooth transition from prospect to loyal customer, including a documented technical handoff at the end of onboarding.
• Reach out by phone and email to new customers to schedule onboarding sessions and ensure they are on track for their preferred go-live date.
• Document configurations, integrations, feedback, and tasks in CRM; send session recordings and create tutorials and technical setup guides as needed.
• Turn recurring onboarding issues into prioritized, evidenced product feedback.
• Own the Full Customer Journey Through Hyper Care
• Define and maintain clear success milestones for each phase of the customer journey, from kickoff through Hyper Care completion
• Track customer progress against milestones in real time and…