Onboarding Specialist - SMB - Remote

Remote, USA Full-time Posted 2026-06-21

Description

Manage end-to-end customer onboarding across multiple products, including outreach, requirements gathering, and setup coordination.
Tailor and configure customer-facing templates based on client inputs and business goals.
Implement scheduling tools and CRM setups, including integration, configuration, training, and enablement.
Serve as the primary point of contact for customers throughout the onboarding journey and provide responsive support.
Troubleshoot technical issues and coordinate updates to live configurations as needed.
Collaborate with teammates focused on integrations, scheduling, and CRM setup to deliver a seamless onboarding experience.
Own the free-trial to paid conversion process to drive customer adoption.
Help define the onboarding playbook and establish the team’s approach for the new solution.
Seek out new knowledge and apply an exploratory mindset to AutoOps and Steer products.

Requirements

2+ years of experience in customer onboarding, customer success, or implementation support, ideally in a SaaS or digital tools environment.
Experience managing a client-facing product or tool on behalf of customers, such as configuring, launching, or supporting a templated platform, dashboard, or embedded experience.
Strong communication skills.
Customer-first mindset.
Ability to manage multiple onboarding projects at once with strong organization and follow-through.
Proactive, resourceful, and ownership-driven approach.
Experience with KPIs such as Time to Live and Time to Onboarding Complete.
Experience with a CRM such as HubSpot, Salesforce, or similar tools.
Experience onboarding and training on multiple products or modules.
Experience with templated content platforms, CMS tools, or WYSIWYG editing is preferred.
Exposure to scheduling or CRM tools is preferred.
Comfort with technical troubleshooting or support escalation workflows is preferred.
Experience in a high-volume environment with short onboarding cycles is preferred.
Experience onboarding low-tech customers is preferred.

100% remote work environment.
Medical, dental, and vision insurance within 30 days.
100% employer-paid medical insurance.
Equity package.
Flexible PTO with a 15-day minimum.
Generous parental leave.
FSA and HSA options.
401(k) retirement plan.
Growth and wellness stipend.
WFH equipment provided.
Opportunities for development and career growth. Apply tot his job Apply To this Job Apply To This Job

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