Enterprise Onboarding Specialist

New
Remote-first role based in the U.S.Full-Time
Salary not disclosed
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Job Details

Required Skills
Project ManagementSalesforceRESTful APIsProcess improvement

Requirements

  • Experience implementing software solutions for enterprise-level partners in a SaaS environment.
  • Familiarity with partner onboarding tools such as Vitally, Monday.com, Smartsheet, or CRMs like Salesforce.
  • Strong technical skills, including comfort navigating integrations, APIs, or troubleshooting implementation issues.
  • Demonstrated experience building systems from the ground up, including documentation, playbooks, and knowledge bases.
  • Proven track record in project management with structured processes, clear timelines, and measurable milestones.
  • Ability to embrace ambiguity, pilot new processes, and iterate quickly.
  • Strong partner-centric mindset with excellent communication and problem-solving abilities.
  • Commitment to high standards of quality and continuous improvement.
  • Ability to drive results independently and collaboratively within a lean, high-performing team.

Responsibilities

  • Serve as the main point of contact for enterprise partners during onboarding, guiding them through implementation, timelines, and platform adoption.
  • Streamline onboarding workflows to reduce implementation timelines and accelerate partner time-to-value.
  • Develop scalable processes, onboarding documentation, templates, and best practices to increase efficiency.
  • Collaborate with Success Operations, Sales, Product, and Partner Operations teams to ensure smooth handoffs and proactive partner support.
  • Actively engage with partners to solve challenges and provide tailored guidance during the onboarding phase.
  • Track onboarding metrics and gather partner feedback to drive continuous improvement.
  • Conduct in-person visits to enterprise partners to deepen relationships and accelerate value delivery.
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