Customer Onboarding Specialist training hotel customers in Mexico on SiteMinder's platform features. Instructing via screenshare, chat, and phone, ensuring customer satisfaction and successful implementation strategies.
About the role
- Onboarding Specialist guiding new customers through a structured onboarding journey in an AI-powered planning platform. Ensuring customer engagement and participation for early adoption and success.
Responsibilities
- Lead customers through a standardized onboarding program focused on readiness, enablement, and early adoption; ensuring alignment with implementation partners who own technical delivery.
- Drive customer engagement with Pigment Academy, co-build sessions, and onboarding milestones to ensure users gain foundational product skills.
- Monitor onboarding progress and proactively surface risks related to participation, resourcing, or misalignment of expectations.
- Partner with CSMs, Implementation Partners, and Solutions teams to ensure customers achieve their initial success criteria and are prepared for handoff into ongoing adoption.
- Create, maintain, and improve scalable onboarding documentation, guides, templates, and digital resources.
- Track and report onboarding KPIs including time-to-value, milestone completion, and training participation rates at scale.
- Identify onboarding insights or systemic blockers and recommend improvements to processes, tooling, and customer education programs.
Requirements
- 4+ years of experience in onboarding, customer success, project coordination, training, or implementation support in a SaaS environment.
- Strong customer communication skills with the ability to guide, coach, and motivate diverse user groups.
- Experience managing high-volume customer cohorts or running structured programs.
- Strong organizational skills and comfort operating with structured workflows and timelines.
- Ability to interpret onboarding data and escalate risks effectively.
Benefits
- Competitive compensation package
- We encourage you to take the time you need. When you work hard, we know you also need to rest, which is why we offer generous time off and parental leave policies
- Along with one company offsite every year, we have brand new offices at the heart of major cities including New York, Toronto, Paris, London, San Francisco and Austin coming soon!
- High-end equipment (based on stock/availability) to do your work in the best conditions
- We are hiring to fill an immediate opening for this position.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Onboarding Specialist managing VAT registration and onboarding processes at KPMG. Collaborating with clients and internal teams to ensure compliance and accuracy in deliveries.
Small Business Onboarding Specialist ensuring a smooth onboarding experience for new subscribers at Xero. Collaborating with customers and internal teams to improve the Xero customer journey.
Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.
Small Business Onboarding Specialist at Xero guiding new customers in their early onboarding journey. Blending consultative sales with hands - on product demonstrations.
Onboarding Specialist providing support to new customers at Xero. Helping them understand and maximize the value of Xero's platform for their businesses.
Manager overseeing client onboarding processes at Netwealth. Requires expertise in financial services and AML/KYC knowledge in a hybrid role.
Senior Onboarding Specialist leading Prophix’s revenue onboarding program with training sessions for new hires. Working hybrid with focus on both virtual and in - person training.
Client Onboarding Executive at Sleek ensuring a smooth onboarding experience for Singapore clients. Responsible for regulatory compliance, client journey, and operational excellence in onboarding.
Customer Onboarding Specialist managing seamless IT transitions and ensuring customer success. Requires strong technical skills and project management abilities in United Kingdom with occasional office visits.