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  • 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.

SaaS Project Management Communication Troubleshooting

20 jobs similar to Onboarding Specialist

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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.

$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.

Bloomerang's powerful giving platform and stellar support enable tens of thousands of nonprofits to raise more, recruit more, and retain more.

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.

  • Managing a growing team of OBMs who help new SMB customers with onboarding.
  • Becoming an expert user of the Deel platform and drive to resolution.
  • Partnering with internal teams to deliver the best customer experience.

Deel is the all-in-one payroll and HR platform for global teams with a vision to unlock global opportunity for every person, team, and business.

$60,000–$70,000/yr
US

  • Serve as the main point of contact during a customer’s implementation process.
  • Deliver top tier customer service and support across all product areas.
  • Assist in training customers to ensure the successful beginning of a new customer journey.

Shopmonkey is the leading auto-repair shop software company, a cloud-based solution that helps auto-repair shops consolidate tools, save time, and streamline operations.

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.

$80,000–$100,000/yr
US Canada North America

  • Own the technical onboarding and ongoing execution for customers.
  • Manage integrations, tracking accuracy, and platform configuration.
  • Act as the technical bridge between clients, product, and engineering.

SaaS Talent is a recruiting company with 20+ years of experience in SaaS and Hi-Tech that helps you scale and transform your business.

India

  • Design and manage webinars, automated email campaigns, and in-app messaging for merchant success.
  • Facilitate smooth onboarding to ensure merchants quickly achieve their 'aha!' moment.
  • Collaborate with Marketing and Product teams to create educational resources.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates to fill positions at partner companies.

US

  • Lead high-impact implementations of Rentable’s revenue management platform.
  • Manage each engagement from kickoff through go-live and transition to Customer Success.
  • Serve as a trusted advisor for customers and a key internal partner to CS, Product, and Support.

Rentable specializes in industry-leading martech and data SaaS products for the rentals industry and operates as a 100% remote team across the U.S.

US Canada

  • Lead onboarding sessions that demonstrate how to set up, configure, and manage AI agents.
  • Educate customers on best practices and recommended configurations for building effective AI agents.
  • Help customers translate their business goals into clear agent structures, prompts, workflows, and inputs.

SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, capable of delivering personalized sales calls, demos, and follow-ups in real time and in multiple languages. The company's platform enables businesses to automate and scale their sales operations. The company has a global workforce of multi-cultural and talented colleagues with amazing growth opportunities for personal development.

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.

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.

$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.

$60,000–$80,000/yr
US Unlimited PTO

  • Oversee end-to-end management of large-scale projects to enhance customer experience and streamline processes.
  • Act as the main point of contact for external partners throughout the project lifecycle.
  • Develop project plans and timelines to ensure team members understand expectations.

Vetcove is modernizing the 50 billion dollar plus animal health industry by giving veterinary organizations the tools to focus more on patient care.

US Canada

  • Lead the implementation and ongoing management of systems and tools that support the Implementation organization.
  • Partner with cross-functional stakeholders to identify opportunities for automation and workflow optimization across the customer onboarding and deployment journey.
  • Map, monitor, and analyze onboarding, deployment, and activation workflows, identifying pain points in customer handoffs, internal processes, service package delivery, or tooling gaps and driving the initiatives that resolve them.

1Password is building the foundation for a safe, productive digital future. As one of the most loved brands in cybersecurity, they take a human-centric approach in everything from product strategy to user experience. They have surpassed $400M in ARR and earned a spot on the Forbes Cloud 100 for four years in a row.

US Unlimited PTO

Guide the implementation, adoption, and ongoing success of Eleos across our Commercial customer segment. As the primary post-sale point of contact, ensure customers onboard effectively, achieve measurable value, and maintain long-term, successful partnerships. Monitor usage patterns and customer health to proactively identify risks or opportunities.

Eleos is on a mission to help deliver the world's most effective behavioral care through data, measurement, and personalization.

US

  • Ensure seamless onboarding, transition, and conversion experience for financial services clients.
  • Manage data migration, system setup, and documentation.
  • Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

US 4w PTO

  • Own technical execution of beta programs, including design, validation & deployment of products.
  • Collaborate with Sales/Customer Success teams to translate insights from beta deployments into repeatable processes.
  • Coordinate with Product and R&D teams to translate beta requirements into clear technical plans.

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

$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.

$121,400–$195,700/yr
Global Unlimited PTO

  • Identify key stakeholders and maintain accurate contact records to facilitate targeted communication and engagement efforts.
  • Guide new customers through initial product setup, feature adoption, and achieving time-to-value.
  • Drive adoption and process orchestration maturity by applying Camunda’s playbooks and frameworks.

Camunda is the leader in enterprise agentic automation, orchestrating complex business processes. They have over 700 leading innovators rely on Camunda to slash time-to-value from months to days, boost operational efficiency, and elevate customer experiences.