Customer Onboarding Specialist
New
P
PushPressFitness Technology
USAFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- Two or more years of experience in SaaS onboarding, implementation, or client-facing roles.
- Required Skills
- Project ManagementHubSpotGoogle WorkspaceSlackCRM
Requirements
- Two or more years of experience in SaaS onboarding, implementation, or client-facing roles.
- Demonstrated ability to manage customers through multi-step, multi-week setup processes with consistent follow-through.
- Strong project management skills with consistent follow-up and milestone ownership.
- Clear, confident communication with the ability to explain technical concepts simply.
- Comfort delivering onboarding over video, screen share, and live troubleshooting sessions.
- High attention to detail and disciplined use of systems and tracking tools.
- Ability to context-switch fluidly between calls, chat support, and follow-up work.
- Experience using CRM systems to track progress, risks, and outcomes.
- Empathy and calm under pressure when supporting customers.
- Proven ability to manage multiple onboarding timelines at once.
Responsibilities
- Guide new clients through setup of PushPress products, including key configurations, integrations, and initial workflows.
- Deliver onboarding through a mix of one-on-one calls and Intercom-based support.
- Educate clients on workflows aligned to their business goals and operating model.
- Track onboarding progress and proactively follow up to remove blockers.
- Collaborate with Support and Operations teams to identify and close onboarding gaps.
- Review and update Help Docs and customer training material to improve onboarding clarity.
- Identify early churn signals and escalate risks to Support or Operations teams.
- Provide how-to guidance via chat for customers in the onboarding phase.
- Develop deep product expertise across the PushPress platform and stay current on new releases, feature updates, and best practices.
- Lead scaled onboarding programs and own early churn identification and mitigation strategies.
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