Onboarding Consultant (SMB)
T
TogetherworkSaaS solutions
Remote – US, all time zones welcomeFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Microsoft OfficeSaaS
Requirements
- Experience delivering SaaS onboarding or implementation engagements
- Strong customer-facing communication, facilitation, and training skills
- Technical aptitude for system configuration and solution setup
- Ability to manage multiple onboarding engagements with accountability and attention to detail
- Comfort working within structured delivery frameworks and onboarding plans
- Ability to document requirements, configurations, and processes clearly and accurately
- Organized, proactive, and execution-focused with strong follow-through
- Collaborative team player aligned to shared outcomes and delivery standards
- Analytical and problem-solving skills
- Proficient with Windows, Microsoft Office, and Adobe Acrobat applications
- Excellent written and oral communication skills
Responsibilities
- Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope
- Configure SaaS applications based on documented customer requirements and established best practices
- Guide customers through setup, validation, and go-live readiness activities
- Identify onboarding risks, dependencies, and issues; escalate appropriately to maintain delivery momentum
- Deliver end-user and administrator training to support successful product adoption
- Provide onboarding guidance, best practices, and product usage recommendations tailored to SMB customer needs
- Ensure customers are prepared for a successful transition to Customer Success or Support teams
- Maintain accurate onboarding documentation, configuration records, and customer-facing artifacts throughout the project lifecycle
- Track and report progress against milestones, timelines, and success criteria
- Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
- Operate within PMO governance frameworks, delivery standards, and Performance Insights reporting models
- Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency
- Use data, dashboards, and AI-supported insights to monitor onboarding health and identify risks early
- Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery
- Contribute to a culture of continuous improvement by identifying opportunities to streamline and enhance onboarding workflows
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