Customer Onboarding Specialist

About the role

Mission: Guide new customers through a personalized onboarding journey that addresses their unique pain points, drives adoption of core features, and empowers them with the tools and knowledge to implement JobNimbus into their business operations.

Responsibilities

• Deliver high-impact implementation experiences for new JobNimbus customers
• Guide customers through the implementation journey from kickoff to completion
• Lead live walkthroughs, product training, and hands-on onboarding sessions tailored to each customer
• Drive adoption by connecting product features to each customer’s goals and workflows
• Track implementation progress, manage tasks and pipeline, and ensure timely follow-ups
• Manage multiple implementation projects simultaneously in a fast-paced environment
• Maintain detailed CRM and implementation pipeline hygiene
• Collaborate with Sales, Support, and Customer Success to ensure seamless handoffs and long-term success

Requirements

• Proven success in a customer implementation, account management, or project-based implementation role
• Strong communication and presentation skills that adapt to different personalities and technical comfort levels
• Organized and detail-oriented, with excellent follow-through on tasks
• Able to manage multiple projects without dropping the ball
• Technically curious and comfortable learning software tools (JobNimbus, HubSpot, etc.)
• Confident in leading customer training sessions and live demos
• Home Exteriors or contracting industry experience a plus

Skills

• Customer Obsession: Every interaction is a chance to make someone's day better. You lead with empathy, communicate with clarity, and never leave a customer hanging.
• Extreme Ownership: You own your tickets, your resolution rate, and your CSAT score. When something falls through the cracks, you are the one who notices and fixes it.
• Self Awareness: You do not just solve problems, you help prevent them. You share feedback, flag recurring issues, and collaborate to make the experience better for every customer who comes after.
• Proactive Learning: You treat JobNimbus knowledge like a superpower because it is. The deeper you know the product, the faster and better you can help.
• Team Commitment: Great support is a team sport. You share what you learn, lift up your teammates, and contribute to a culture where a 4-star rating is the floor, not the ceiling.