Onboarding Specialist I
B
BoulevardSaaS Platform
Remote - USAFull-TimeEntry
Salary31.25 USD per hour
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Job Details
- Experience
- 1–3 years
- Required Skills
- Project ManagementSalesforceAccount ManagementCRMSaaS
Requirements
- 1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management.
- Strong organizational and time management skills with attention to detail.
- Ability to manage multiple projects and competing priorities simultaneously.
- Strong written and verbal communication skills.
- Ability to build customer relationships while maintaining professionalism.
- Comfortable working within structured processes, timelines, and operational expectations.
- Strong follow-through and ownership mindset.
- Ability to identify problems, ask questions, and escalate issues appropriately.
- Technical aptitude and ability to learn SaaS onboarding workflows and system configurations.
Responsibilities
- Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
- Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
- Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
- Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
- Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
- Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
- Identify project risks, delays, or blockers early and escalate concerns appropriately.
- Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams.
- Maintain strong organizational discipline across a portfolio of onboarding projects.
- Contribute ideas and feedback to improve onboarding processes.
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