Onboarding Specialist - SMB - Remote

Description • Manage end-to-end customer onboarding across multiple products, including outreach, requirements gathering, and setup coordination. • Tailor and configure customer-facing templates based on client inputs and business goals. • Implement scheduling tools and CRM setups, including integration, configuration, training, and enablement. • Serve as the primary point of contact for customers throughout the onboarding journey and provide responsive support. • Troubleshoot technical issues and coordinate updates to live configurations as needed. • Collaborate with teammates focused on integrations, scheduling, and CRM setup to deliver a seamless onboarding experience. • Own the free-trial to paid conversion process to drive customer adoption. • Help define the onboarding playbook and establish the team’s approach for the new solution. • Seek out new knowledge and apply an exploratory mindset to AutoOps and Steer products. Requirements • 2+ years of experience in customer onboarding, customer success, or implementation support, ideally in a SaaS or digital tools environment. • Experience managing a client-facing product or tool on behalf of customers, such as configuring, launching, or supporting a templated platform, dashboard, or embedded experience. • Strong communication skills. • Customer-first mindset. • Ability to manage multiple onboarding projects at once with strong organization and follow-through. • Proactive, resourceful, and ownership-driven approach. • Experience with KPIs such as Time to Live and Time to Onboarding Complete. • Experience with a CRM such as HubSpot, Salesforce, or similar tools. • Experience onboarding and training on multiple products or modules. • Experience with templated content platforms, CMS tools, or WYSIWYG editing is preferred. • Exposure to scheduling or CRM tools is preferred. • Comfort with technical troubleshooting or support escalation workflows is preferred. • Experience in a high-volume environment with short onboarding cycles is preferred. • Experience onboarding low-tech customers is preferred. Benefits • 100% remote work environment. • Medical, dental, and vision insurance within 30 days. • 100% employer-paid medical insurance. • Equity package. • Flexible PTO with a 15-day minimum. • Generous parental leave. • FSA and HSA options. • 401(k) retirement plan. • Growth and wellness stipend. • WFH equipment provided. • Opportunities for development and career growth.

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