Customer Onboarding Specialist

Responsibilities

• Own customer onboarding from internal handoff through launch and transition to ongoing support
• Lead customer meetings, including kickoff, training, integration, and launch preparation
• Guide customers through account configuration, assessment setup, platform workflows, and results review
• Manage project plans, timelines, responsibilities, risks, and follow-up
• Escalate technical, product, content, commercial, or customer-risk concerns as needed
• Improve onboarding processes and customer-facing resources

Requirements

• 2+ years of experience in SaaS onboarding, implementation, customer success, training, support, or a related field
• Strong project management, communication, organization, and problem-solving skills
• Proactive, detail-oriented, and comfortable managing multiple priorities
• Confidence leading customer meetings and software training sessions
• Able to explain workflows to users with varying technical experience
• Proficiency with Salesforce, Microsoft Office, and other SaaS tools

Preferred Experience

• HR technology or recruiting experience
• Familiarity with ATS or HRIS integrations
• Experience creating customer-facing training materials
• Experience with HubSpot or Gong