Onboarding Specialist
New
United StatesFull-TimeMiddle
Salary66,500 USD per year
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Job Details
- Experience
- 1–2 years
- Required Skills
- Project ManagementSalesforceMicrosoft OfficeCustomer SuccessSaaSGoogle Workspace
Requirements
- 1–2 years of experience in a KPI and SLA-driven environment, ideally within a SaaS company.
- Proven ability to manage a full pipeline of customer accounts through an entire project lifecycle.
- Strong verbal and written communication skills with the ability to explain technical concepts clearly and confidently.
- Highly organized with the ability to manage multiple accounts simultaneously in a fast-paced environment.
- Proficiency with Salesforce, Microsoft Office, Google Suite, and Slack.
- Customer-first mindset with the ability to guide clients through operational change with empathy, composure, and strong problem-solving skills.
- Energetic, solution-oriented team player who thrives cross-functionally and adapts quickly in a rapidly evolving environment.
Responsibilities
- Own the end-to-end onboarding experience, managing account timelines, deadlines, and customer milestones from handoff through launch.
- Deliver high-quality customer training across phone, video, and in-person channels, tailored to each customer's operational needs.
- Qualify customer requirements and guide them through technical implementation and platform setup.
- Conduct structured post-launch check-ins to reinforce customer confidence, validate operational readiness, and drive early product adoption.
- Proactively identify and resolve onboarding risks, blockers, and customer issues before they escalate.
- Educate customers on how to effectively use SQUIRE day-to-day, supporting long-term adoption and business success.
- Maintain accurate records of account progress, timelines, and implementation notes across Salesforce and internal systems.
- Partner cross-functionally with Sales, Product, Support, and Customer Success to ensure a seamless customer experience.
- Surface patterns and feedback from onboarding to help continuously improve the process.
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