Onboarding Assistant

Support the implementation of TrueLark for brick-and-mortar, appointment-based businesses by managing onboarding workflows, coordinating internal tasks, and ensuring accounts are properly configured and ready for launch. Collaborate closely with customer-facing Onboarding Specialists and Engineering to ensure internal processes operate efficiently and reliably. Configure new and existing TrueLark accounts based on business type and client-specific needs. Generate login credentials and provide clear instructions for API access based on the client’s booking platform. Input and manage API credentials to enable account integrations. Tailor account settings to meet individual business location requirements. Conduct user acceptance testing and perform final functionality checks before transitioning accounts to the customer-facing team. Coordinate with internal teams to ensure timely transitions and a seamless go-live process.