Source Job

$65,000–$75,000/yr
North America Unlimited PTO

  • Serve as the primary point of contact for new clients during their first 30-90 days, building relationships and guiding them through onboarding.
  • Conduct virtual one-on-one training sessions to educate clients on using the platform effectively for their business needs.
  • Identify client needs, track progress, and proactively address roadblocks to ensure long-term success and reduce churn.

Communication CRM Customer Success Time Management SaaS

20 jobs similar to Onboarding Specialist

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$65,000–$80,000/yr
US

  • Own the client's first 60 days end-to-end, from Sales handoff to a fully live, confident client.
  • Collaborate with Implementation, Accounting, and Revenue teams to drive activation and billing setup.
  • Manage a clean handoff to Strategic Account Managers and Revenue Optimization Managers for ongoing account management.

OCRA is an AI-powered Revenue Management System and Global Distribution System for hotel parking assets. They partner with over 50 operators and 25 hotel groups across 600+ locations in North America, and have raised $10M in funding, fostering a culture of broad exposure and impact.

US

  • Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
  • Establish strong relationships with customer stakeholders and manage data migrations.
  • Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.

US

  • Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction.
  • Work with customers in the mid-market and enterprise segments, coordinating with management and leadership at all levels.
  • Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Officially founded in Houston in 2017, Tekmetric has grown from a single shop’s vision to the industry’s leading solution.

EMEA Unlimited PTO 16w maternity 16w paternity

  • Act as the primary point of contact for onboarding, ensuring compliant and seamless global onboarding for enterprise clients.
  • Manage onboarding processes, handle escalations, and collaborate with cross-functional teams to deliver exceptional client outcomes.
  • Drive process improvements and leverage automation to scale onboarding operations and enhance service quality.

Remote helps businesses of all sizes recruit, pay, and manage international teams compliantly. With a fully remote and async culture, Remoters work from six continents and embrace innovation, automation, and AI.

$109,500–$136,800/yr
United States 20w maternity 12w paternity

  • Own the full post-sale lifecycle for commercial accounts, including onboarding, adoption, renewal, and expansion.
  • Monitor account health and usage signals to proactively surface risk and growth opportunities.
  • Partner cross-functionally with Sales, GTM Engineering, and Product to ensure a seamless customer journey.

Tavily builds the search engine for AI agents, connecting LLMs to high-quality web content for RAG and real-time reasoning. The company works with innovative AI teams from startups to large enterprises, fostering a fast-moving, collaborative culture.

US Unlimited PTO

  • Serve as a trusted advisor to key accounts and support new client onboarding.
  • Generate accurate quotes, oversee contract negotiations, and coordinate delivery schedules.
  • Collaborate cross-functionally to ensure on-time order delivery and escalate risks as needed.

Myriad360 is a technology solutions provider that challenges employees to achieve great things. They are consistently recognized as a best place to work, with an inclusive culture and engaged leadership.

$36,678–$45,847/yr
4w PTO

  • Own the full customer lifecycle including onboarding, ramp, and growth opportunities.
  • Serve as primary contact for customer inquiries, collaborating cross-functionally to resolve issues.
  • Drive customer retention and growth through data analysis and proactive engagement.

Certn provides the world's easiest background check to help people move faster into jobs, homes, and opportunities. With over $127 million raised and recognized by Deloitte Fast 50, the company fosters a remote-first, high-performance culture with a strict no-jerk policy.

US

  • Provide virtual client guidance and support through Zoom and other platforms.
  • Build and maintain long-term client relationships with professional communication.
  • Collaborate with remote teammates to achieve shared objectives and participate in ongoing training.

The company provides client success services in a fully remote environment. It fosters a collaborative, performance-driven culture with ongoing training and mentorship.

$75,000–$80,000/yr
US

  • Lead the customer implementation process from contract signature through full adoption and handoff to Customer Success.
  • Manage 30–40 concurrent implementation projects, each involving multiple stakeholders and varying timelines.
  • Conduct live training sessions, working sessions, and executive-level updates via video conference.

12twenty is a leading talent acquisition platform connecting employers with elite early career professionals from top institutions. The company is fast-growing and fosters a collaborative, customer-first culture.

US Unlimited PTO

  • Own the end-to-end success of assigned accounts, delivering white-glove onboarding and long-term value across booking, ticketing, and marketing.
  • Drive adoption, retention, and expansion by proactively monitoring client health, identifying risks, and partnering with Sales on renewals.
  • Operate at the system level by maintaining clean account documentation, surfacing product insights, and contributing to scalable success frameworks.

Opendate helps live music venues, performing arts centers, museums, and attractions sell more tickets, build stronger communities, and run better events. We’re growing quickly, and we’re looking for people who enjoy solving problems, taking ownership, and helping shape the future of live entertainment technology.

$55,000–$65,000/yr
US 4w maternity 4w paternity

  • Build product expertise through hands-on collaboration and structured training.
  • Guide customers through software onboarding, tracking project milestones and deliverables.
  • Deliver engaging client training and ensure smooth, confident software adoption.

WorkWave provides software that helps essential service teams manage their daily operations. The company has a global remote-first workforce with employees in over 30 states and 7 countries, and is known for its award-winning culture.

$70,000–$87,000/yr
US

  • Guide users through onboarding and adoption to integrate AlphaSense into their workflows.
  • Drive engagement through warm outreach and live sessions to increase platform usage.
  • Collaborate with account managers and product teams to improve client experience and share insights.

AlphaSense delivers AI-driven market intelligence and search to empower professionals in decision-making. The company has over 2,000 employees globally, trusted by 6,000+ enterprise customers, and emphasizes a collaborative and innovative culture.

$65,000–$75,000/yr
US 4w PTO 10w maternity 4w paternity

  • Drive strategic initiatives to streamline implementation processes and reduce time-to-value.
  • Manage complex implementations with multiple stakeholders, configuring the platform and delivering training.
  • Serve as escalation point for technical challenges, optimizing processes and analyzing data for improvements.

Builder Prime provides an all-in-one business management platform for home improvement contractors, integrating CRM, estimating, production, payments, and reporting. Backed by Blueprint Equity, it is an AI-forward company that fosters collaboration, curiosity, and community among employees.

US

  • Own customer outcomes by developing deep understanding and creating success plans.
  • Drive adoption and value through proactive engagement and usage insights.
  • Manage customer health, orchestrate cross-team experience, and build renewal readiness.

Lone Wolf Technologies is a real estate software company. They foster a culture of accountability, collaboration, and continuous improvement with a customer-first mindset.

$125,000–$175,000/yr
US

  • Drive client retention and growth by monitoring satisfaction, identifying upsell opportunities, and ensuring renewals through demonstrated ROI.
  • Guide new clients through successful onboarding and implementation, tailoring strategies to their unique needs.
  • Serve as the primary point of contact for your portfolio of clients, fostering strong, long-term relationships.

DeepJudge is an intelligence layer for legal work, founded by former Google search engineers with PhDs in AI from ETH Zurich. Backed by a $42.2M Series A from Felicis and Coatue, the company is headquartered in Switzerland with a growing team across North America and Europe.

US Unlimited PTO 16w maternity 16w paternity

  • Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
  • Partner with Account Managers to drive renewal and expansion within your book of business.
  • Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.

Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.

$90,000–$110,000/yr
US

  • Own the onboarding and deployment of new clients, including project management and execution of go-live events.
  • Lead in-person and remote staff training sessions tailored to varying technical comfort levels.
  • Coordinate device setup, troubleshoot issues, and support technical teammates with infrastructure.

Sage provides an integrated software platform to reinvent fall prevention and emergency response for older adults in senior living communities. The company is a growing, mission-driven team of ambitious entrepreneurs with a culture that values hard work, sustainability, and fun.

$55,000–$60,500/yr
US

  • Manage customer onboarding and implementation across websites and platforms.
  • Conduct approximately 5 training calls per day to teach new users the Feathr platform.
  • Track account progress in Salesforce and other databases.

Feathr is a nonprofit marketing platform trusted by over 1,300 nonprofits, helping them build purposeful connections with their community. With a culture focused on practicality, ambition, candor, trust, and service, Feathr fosters an environment where amazing people can do their best work.

Americas

  • Own a portfolio of roughly 20 concurrent implementations for Kojo's largest customers, scoping requirements and timelines with stakeholders.
  • Sequence product training by persona and travel in person across North America when needed.
  • Use AI-assisted analysis to catch customer signals and emerging themes before they become risks.

Kojo is a construction technology company making buildings cheaper and easier to build by transforming how commercial construction companies buy materials. Founded in 2018, we are one of the fastest-growing construction tech companies with 600+ contractors purchasing over $5B in materials annually on our platform.

$90,000–$110,000/yr
US Unlimited PTO

  • Guide customers through successful onboarding and implementation of Eve's solutions, ensuring smooth adoption and time to value.
  • Develop and deliver comprehensive training programs to help customers effectively utilize Eve's product suite.
  • Work with customers to understand workflows and configure Eve's solutions to meet their specific needs.

Eve provides AI-powered legal technology for plaintiff law firms, handling cases from intake to resolution. The company is backed by over $160M from top investors and has a team of experienced engineers and operators.