Source Job

$40,000–$55,000/yr
US Canada 4w PTO

  • Provide 1:1 virtual follow-ups with customers as they learn to use purchased products.
  • Manage multiple projects and ensure on-time deliverables.
  • Maintain strong communication skills and comfort in a customer-facing environment.

SaaS CRM Excel

20 jobs similar to Onboarding Specialist

Jobs ranked by similarity.

$80,000–$80,000/yr
Americas Unlimited PTO 11w maternity

Act as the project manager for the successful onboarding of accounts, and provide ongoing support for assigned customers. Collaborate with technical support, sales, product, and engineering to answer customer questions. Plan and organize customer data to power effective campaigns and newsletters.

Customer.io powers automated communication that people actually want to receive.

$37,440–$45,760/hr
US Canada 4w PTO

  • Provide customer service and support via email, live chat, and phone.
  • Assist customers with the Bloomerang software and ensure proper utilization.
  • Develop and deliver training webinars to customers and internal employees.

Bloomerang champion the power and potential of nonprofits, igniting next-level impact with the team and technology built for purpose.

US Unlimited PTO

Lead seamless onboarding experiences that set customers up for success and establish VanishID as a trusted partner in protecting their digital footprint. Build lasting partnerships with customers through proactive engagement, regular check-ins, and responsive support. Identify opportunities to expand accounts and ensure customer feedback shapes our product and service offerings.

VanishID is a cybersecurity company that offers privacy services to protect against a wide range of cyber and physical threats.

US

  • Serve as the primary point of contact for clients and develop strong relationships with key stakeholders.
  • Understand clients' business objectives and help them achieve their goals by providing expert guidance and advice.
  • Proactively identify and address client concerns and issues, and develop solutions to improve their experience.

Insight Assurance is a global audit firm on a mission to transform how organizations achieve cybersecurity and compliance.

Europe Unlimited PTO

  • Lead end-to-end onboarding for clients, providing product walkthroughs and setup guidance.
  • Maintain daily contact with clients, addressing questions and offering product support.
  • Monitor product usage and provide recommendations to help clients achieve success.

Belkins Group is a vibrant ecosystem of services and products that define the cutting-edge landscape of the SalesTech and MarTech industries.

  • Manage the end-to-end onboarding technical process for new partners and clients.
  • Facilitate live onboarding meetings, walking clients through key workflows and feature capabilities.
  • Collaborate with cross-functional teams to troubleshoot issues and ensure all requirements are met for activation and launch.

ZayZoon's financial empowerment platform helps businesses make a big impact on employee financial wellness through services like earned wage access.

$47,840–$52,000/hr
US

  • Lead churches through onboarding and early adoption of Tithe.ly.
  • Host webinars, conduct 1:1 video calls, and support customers via email and chat.
  • Empower churches to fully adopt the platform, driving meaningful outcomes and building strong relationships.

Tithely is a fully remote tech company that puts the Church first, serving over 50,000 churches around the world. They deliver world-class, cost-effective technology tools to make the business of the church just a bit easier.

$68,904–$90,000/yr
US Unlimited PTO

Configure Omada systems and monitor internal readiness for customer onboarding/offboarding. Manage the lifecycle of reporting requests, providing updates to CSMs and customers. Investigate, triage, and resolve cases from external customers and internal stakeholders.

Omada Health is on a mission to inspire and enable people everywhere to live free of chronic disease.

US

  • Serve as the primary point of contact to ensure customers achieve measurable readiness outcomes.
  • Coordinate with internal teams to ensure project requirements are met on time and within scope.
  • Act as a trusted advisor, delivering best practices and strategic recommendations aligned with readiness goals.

Ethos aims to transform training development, consumption, and alignment with business outcomes to bridge the human readiness gap. They are a Series A startup with $40M+ raised, partnering with 150+ enterprise customers across various sectors.

US

You’ll guide clients through implementation and onboarding, ensuring they feel confident and supported as they begin using our platform. You’ll serve as a trusted partner throughout their transition to active adoption. You will play a key role in client satisfaction, long-term retention, and overall product engagement.

Carefeed is the platform senior living and long-term care providers use to bring order, clarity, and calm to their day.

$85,000–$90,000/yr
US Canada UK Australia Singapore

  • Help manage top tier, Fortune 100 client relationships, and account expansion strategies.
  • Execute on engagement and delivery strategies for online and in-person training and assessment programs.
  • Build and present client-facing delivery reports, including qualitative and quantitative data on student learning, sentiment, and engagement.

Since 2011, General Assembly has transformed tens of thousands of careers through pioneering, experiential education in today’s most in-demand skills.

North America Europe

The Associate Customer Success Manager builds strong relationships with customers and delivers solutions in a one-to-many model. They identify customer needs and coordinate internally to ensure timely solutions are delivered. In this role, you will assist new OSV customers through the readiness process for Workday services.

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services.

US

  • Serve as the primary point of contact for customer-facing activities.
  • Act as a trusted advisor to Army customers, delivering best practices, guidance, and strategic recommendations.
  • Deliver data-driven quarterly business reviews demonstrating how the platform optimizes human performance.

Ethos aims to improve human readiness by changing how training is developed and consumed. As a Series A startup with over $40M raised, they partner with over 150 enterprise customers across the U.S. military, life sciences, and other sectors.

$134,000–$166,571/yr
US

  • Lead the Customer Success team, providing mentorship and professional development.
  • Design and deliver onboarding programs and training sessions for smooth product adoption.
  • Serve as the primary liaison for key accounts, providing strategic guidance.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

US

  • Be the primary contact who helps managed service providers deliver strong security awareness outcomes for their client portfolio.
  • Own the full partner journey—from initial onboarding and training through renewals and growth.
  • Ensure every MSP partner has the knowledge, tools, and support needed to maximize value across all their customer deployments.

KnowBe4 is an AI-driven Human Risk Management platform empowering organizations to strengthen their security culture. They are an industry standard with high customer retention rates, valuing radical transparency, extreme ownership, and continuous professional development in a welcoming workplace.

$100,000–$115,000/yr
US

  • Developing strong, positive relationships with customers, guiding them through a positive post-sales experience from onboarding to renewal, and proactively engage with them to help them realize the maximum value of Red Canary.
  • Partnering with sales on customer renewals and identifying opportunities for upsell and cross-sell of additional products and services.
  • Monitoring for and mitigate customer risk, champion customer needs with technical and sales teams, and conducting regular executive business reviews to ensure satisfaction, value realization, and retention.

Zscaler was founded in 2007 with a mission to make the cloud a safe place to do business and a more enjoyable experience for enterprise users.

US Unlimited PTO

We are looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. The Onboarding team supports new customers right when they need it most, by migrating important content and providing personalized trainings. In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers.

WeTravel's mission is to help new customers get up and running quickly and effectively, empowering client’s businesses to grow.

Philippines Latin America

  • Execute end-to-end onboarding for new clients and properties.
  • Perform detailed, manual implementation work, including data setup.
  • Work within Asana to manage tasks, workflows, and deadlines.

OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.

Australia New Zealand

  • Manage onboarding and implementation for customers, acting as the project manager.
  • Partner with customers to create and execute effective data and messaging strategies.
  • Serve as the customer’s first point of contact for support and troubleshooting.

Customer.io's platform is used by over 8,000 companies to send billions of messages daily. They power automated communication using real-time behavioral data and strive for an inclusive team culture.

$53,969–$84,808/yr
Canada

  • Manage the end-to-end client lifecycle for a portfolio of partnership customers.
  • Define, coordinate, and oversee project timelines, ensuring milestones are met with precision.
  • Build and deepen trusted partnerships with customers, understanding their goals and working to surpass outcomes.

SWORD allows members to complete personalized physiotherapy from the comfort of home, with ongoing support and supervision from our team of licensed clinicians.