Source Job

United States

  • Lead new Version2.ai customers in preparing for their autonomous fundraiser launch.
  • Manage data integrations between client CRM and Version2, including SFTP transfers and data exports.
  • Collaborate with Sales, Engineering, and Customer Success to ensure a world-class onboarding experience.

Project Management CRM Integration

20 jobs similar to Customer Onboarding Specialist

Jobs ranked by similarity.

United States

  • Deliver CRM consulting services to higher education clients, focusing on Technolutions Slate systems for admissions and enrollment optimization.
  • Engage with clients via virtual meetings to troubleshoot issues, demonstrate solutions, and guide best practices across multiple projects.
  • Manage sensitive student data with strict confidentiality while contributing to CRM strategies that improve enrollment outcomes.

Jobgether is a partner company that uses AI-powered matching to connect candidates with hiring employers. They process applications and share top-fitting candidates with employers for final decisions.

US

  • Manage data syncs and ETL processes between CRM and third-party revenue channels to ensure data consistency and accuracy.
  • Develop and maintain reports and data extracts for finance, development, and marketing teams.
  • Provide technical troubleshooting for data integrity issues and support donor systems administration.

The Trevor Project is the leading suicide prevention and crisis intervention organization for LGBTQ+ young people. With over 25 years of saving lives, the organization employs a dedicated team focused on crisis services, research, advocacy, education, and peer support.

$140,000–$152,000/yr
Brazil LATAM 6w PTO

  • Lead and develop a remote LATAM-based team of CSMs for SMB and mid-market nonprofit customers, driving retention and growth.
  • Design AI-driven service workflows for SMB segments and build scalable playbooks and KPIs for high-volume account management.
  • Oversee customer lifecycle from kickoff to expansion, partner with cross-functional leaders, and mitigate churn risk.

Fundraise Up is a global fundraising platform that helps nonprofits accept donations quickly and seamlessly, powering tens of millions in donations monthly. Trusted by major organizations like UNICEF, the company has a 4.9/5 rating and a diverse, remote team focused on innovation and accessibility.

  • Lead and prioritise the work of the remote data management team to ensure high-quality program data delivery.
  • Oversee data scoping, extraction, enrichment, validation, segmentation, QA, reporting, and optimisation across 40+ programs.
  • Establish and maintain data governance standards, including validation rules, deduplication, source tracking, and field ownership.

Exclusive Networks is a global cybersecurity go-to-market specialist providing services and product portfolios. With offices in over 45 countries, the company is people-focused and committed to diversity and inclusion.

US 4w PTO 12w maternity 6w paternity

  • Drive growth by managing a territory of 2,000+ accounts and booking 15 meetings per month.
  • Execute high-volume outreach through phone, email, and LinkedIn while personalizing for each prospect.
  • Own the meeting attendance and re-engage missed demos to ensure prospects show up.

We're Fundraise Up - a global fundraising platform built to make donating to nonprofits fast, seamless, and accessible to all. We are a startup trusted by leading nonprofits like UNICEF, with a 4.9/5 rating.

South Africa

  • Act as the critical link between clients and internal technical teams, translating business needs into CRM solutions.
  • Manage end-to-end project delivery from requirements gathering to implementation, coordinating timelines and expectations.
  • Ensure high-quality delivery and successful adoption of CRM solutions, particularly with GoHighLevel.

Jobgether uses AI-powered matching to connect candidates with roles, acting as an intermediary between applicants and hiring companies. They process data under GDPR and support remote hiring across industries.

US

  • Become an expert on grants and institutional fundraising to have genuinely useful conversations with prospects.
  • Deliver concierge-level onboarding experiences that upgrade customers’ institutional fundraising workflows.
  • Surface insights from customer conversations to improve positioning and pitch.

Instrumentl is a hypergrowth YC-backed startup building the future of fundraising automation, helping nonprofits discover, track, and manage grants through a SaaS platform. With over 3,000 nonprofit clients and a cash flow positive, doubling year-over-year trajectory, the company has a strong customer focus with an NPS of 65+ and a collaborative, experimental culture.

EMEA Unlimited PTO 16w maternity 16w paternity

  • Act as the primary point of contact for client-facing teams on global onboarding topics, managing enterprise-level clients with tailored workflows.
  • Execute and evaluate employee onboardings to improve service quality, and provide support to companies and employees on all onboarding-related issues.
  • Collaborate with cross-functional teams like Customer Operations and Sales to deliver best-in-class client support and maintain onboarding knowledge bases.

Remote helps businesses of all sizes recruit, pay, and manage international teams compliantly. With a global team across 6 continents, they foster an async, future-focused culture and encourage innovation and diversity.

$15–$15/hr
United States

  • Review and update client data accurately based on provided Style Guides.
  • Research and validate information using internal and external data sources.
  • Resolve data discrepancies and merge duplicate records.

Harbor provides expert services in strategy, legal technology, operations, and intelligence. With a globally integrated team of over 900 strategists, technologists, and specialists, they serve leading law firms and corporations, fostering a culture of deep knowledge and mutual respect.

$75,000–$90,000/yr
United States

  • Serve as the primary point of contact for clients, building long-term relationships and driving product adoption.
  • Analyze client workflows and provide best-practice recommendations to optimize product usage and ROI.
  • Collaborate with internal teams to share client insights and support broader business objectives.

Rechat provides an all-in-one software platform for real estate professionals, integrating the buying and selling process to boost efficiency and brand consistency. The company fosters a diverse, inclusive, and collaborative culture, operating as a growing startup with a remote team.

India

  • Own portfolio reporting and data management for a growing investment platform.
  • Support dealflow coordination and CRM maintenance to ensure accurate records.
  • Collaborate with investment professionals to optimize workflows and processes.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective screening and shortlisting. They operate remotely with a global team, focusing on efficient recruitment processes.

$65,000–$80,000/yr
US

  • Act as the primary customer liaison for field projects, ensuring clear communication and transparency throughout the project lifecycle.
  • Coordinate with Sales, Customer Success, and technical teams to align on account strategy and support timely project execution.
  • Produce customer-facing reports summarizing project status, milestones, risks, and progress updates across multiple workstreams.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It is a fast-growing organization with a collaborative, mission-driven team culture focused on sustainability and positive environmental change.

US

  • Ensure timely and accurate entry and processing of all gift types into the donor database.
  • Serve as primary contact for donor inquiries via phone and email, providing accurate information.
  • Support fundraising events and campaigns with logistical coordination and data management.

The Trevor Project is the leading suicide prevention and crisis intervention organization for LGBTQ+ young people, offering 24/7 crisis services. With over 25 years of service, the organization operates research, advocacy, education, and peer support programs, staffed by a dedicated team committed to ending suicide among LGBTQ+ youth.

Canada

  • Onboard and train customers, helping them get the most value from DataDocks.
  • Troubleshoot issues, test new features, and gather customer feedback to improve the product.
  • Work closely with the team on product improvements and become the internal voice of the customer.

DataDocks is a SaaS company that helps warehouses and logistics teams organize truck scheduling and facility appointments. Since 2013, we've worked with brands like HelloFresh and Pepsi and continue to grow with a small, mighty team where ideas move quickly.

Global

  • Position yourself as a subject matter expert on software business growth through technology and implement best practices for customer adoption.
  • Develop and execute implementation project plans, manage integrations, and handle support requests during onboarding.
  • Drive collaboration with internal teams and customers to achieve milestones, streamline procedures, and ensure long-term success.

HighLevel is an AI-powered business operating system for agencies, entrepreneurs, and SMBs to build, automate, and scale operations. With over 2,000 team members across 10+ countries, it operates as a global, remote-first organization focused on speed and ownership.

US

  • Provide CRM-related services to campus partners, including Slate system implementations and communications development.
  • Engage virtually with partners using web-calling services, leading conversations and demonstrating concepts.
  • Manage sensitive student data, maintain confidentiality, and provide feedback to improve company offerings and brand.

Encoura empowers students and institutions to create meaningful connections for informed decisions. Since 1972, the company has evolved to span enrollment, research, marketing, student success, and advancement, offering innovative solutions for higher education.

$100,000–$130,000/yr
US 18w maternity 10w paternity

  • Lead a team of 8-12 Onboarding Consultants, coaching on consultative sales techniques and pipeline management to hit conversion and activation targets.
  • Monitor pipeline health, analyze performance data, and collaborate cross-functionally to refine the onboarding playbook.
  • Build and sustain a high-performing, customer-obsessed team culture through regular touchpoints, recognition, and process improvements.

Evolve is on a mission to make vacation rental easy for everyone. The company fosters a high-performing, customer-obsessed culture built on curiosity, communication, and accountability, where teammates thrive through collaboration and purpose-driven work.

EMEA Unlimited PTO 16w maternity 16w paternity

  • Act as the primary point of contact for client-facing teams on onboarding topics, managing processes for enterprise-level clients with tailored workflows.
  • Execute and evaluate employee onboardings to improve service quality, collaborating with Customer Operations, Care, Experience, and Sales teams.
  • Maintain an up-to-date knowledge base and gather feedback to continuously improve the onboarding experience.

Remote solves modern organizations’ biggest challenge – navigating global employment compliantly with ease, making it possible for businesses of all sizes to recruit, pay, and manage international teams. With a global team working from 6 continents and a fully remote culture, Remote fosters innovation and automation in every role.

US Unlimited PTO 12w maternity 12w paternity

  • Drive customer outcomes and adoption for nonprofit customers through strategic guidance and fundraising best practices.
  • Serve as a trusted advisor, diagnosing challenges and connecting customers to Givebutter products, features, and strategies.
  • Use AI tools to work efficiently at scale, synthesizing customer context and identifying patterns and risks across accounts.

Givebutter is a nonprofit fundraising and CRM platform that empowers changemakers to raise more, pay less, and give better. It has been certified as a Great Place to Work every year since 2021 and is the #1 rated nonprofit software company on G2.

$160,000–$200,000/yr
Canada United States 4w PTO

  • Own the CRM vision and roadmap end-to-end, translating strategy into a sequenced plan with clear outcomes.
  • Drive data model evolution, segmentation, and communications to help nonprofits turn contacts into lasting relationships.
  • Talk to nonprofits constantly, define success before shipping, measure results, and iterate to success.

Donorbox is a leading fundraising platform and donor management system for nonprofit organizations, focused on accelerating positive impact worldwide. Our bootstrapped, profitable company has a fully distributed 150-person team across 16+ states and 23+ countries, and was named a Best Place to Work in Washington, DC in 2026.