Onboarding Consultant

About Rev.io Rev.io provides configurable software for billing, customer management, business management, payments, analytics, provisioning, and automation to service providers in telecommunications, Wireless & IoT, managed IT services, A/V, security integration, and other related industries. Our modern, cloud-based software delivers the industry’s most complete quote-to-cash experience, enabling our clients to grow their revenue efficiently. Rev.io is an Atlanta-based company with offices in Atlanta and West Virginia. We have more than 21 years’ in business serving our clients. While we are very experienced in what we do, we are still growing rapidly and we are looking for exceptional people who are excited to join us on a career-defining journey. In all of our daily work, each of us are guided by our mission, vision and “ACT TOP” values. Our Mission: To help clients grow revenue efficiently. Our Vision: To be the best billing & back-office software company in the world by providing innovative solutions and extraordinary service to our clients and end users. Our ACT TOP Values: Achieving Extraordinary Results: Doing more than expected and pursuing a higher standard of work without compromising your job responsibilities. Caring For Employees, Clients and Community: Demonstrating empathy and concern by helping those who are most in need. Take Responsibility and Act Like An Owner: Being accountable and doing the right thing even when no one is watching. Transparent Leadership: Communicating openly, regardless of title or situation. Opportunity To Make a Positive Difference: Recognizing situations and taking action to produce a better outcome. Passion For Innovation: Enthusiastically finding new solutions to improve efficiency. In a recent national survey, 89% of our employees agreed that Rev.io is a Great Place to Work. Compared to 57% agreement at comparable US-based companies, Rev.io stands out as a place where team, values and culture combine to create an amazing work environment! About The Role: The Onboarding Consultant I is responsible for guiding new Rev.io clients through a successful implementation from kickoff through activation and graduation. This role serves as a primary point of contact throughout the onboarding journey, combining project management, client consulting, software configuration, and cross-functional coordination to deliver an organized and high-quality client experience.The Onboarding Consultant I will primarily manage Commercial and Mid-Size implementations while developing the product knowledge, technical expertise, and client leadership skills needed to support increasingly complex Strategic and Enterprise projects. This role is ideal for someone who takes ownership, communicates confidently with clients, enjoys solving problems, and can manage multiple projects and priorities at the same time.This aligns directly with the first level of Rev.io's Onboarding Consultant progression model, which assigns Consultant I Commercial and Mid-Size projects and a secondary role on Strategic or Enterprise projects. Key ResponsibilitiesClient Onboarding & Project ManagementOwn assigned client onboarding projects from kickoff through activation and graduationLead client meetings and maintain clear communication around project milestones, deliverables, risks, dependencies, and next stepsBuild, maintain, and present client-facing project plans on a weekly basisCoordinate internal and client resources to keep implementations progressing toward agreed-upon timelinesMaintain required project documentation, including project charters, configuration documentation, activation checklists, change orders, SOWs, and other implementation materialsProactively identify project risks and blockers and escalate when appropriateEnsure Zendesk tickets and implementation requests are managed in accordance with established SLAsThese responsibilities reflect the progression model's shared expectations around client-facing project plans, project charters, activation checklists, Zendesk SLAs, change orders/SOWs, and administrative processes. Solution Configuration & ImplementationDevelop a strong understanding of Rev.io products, workflows, integrations, and onboarding methodologyGather and validate client business and configuration requirementsConfigure supported integrations for Commercial and Mid-Size implementationsComplete add-on configurations for existing clients as assignedPartner with technical resources and other internal teams to resolve configuration, integration, and implementation challengesTrack implementation and module completion throughout the project lifecycleParticipate in ongoing product training to continuously expand technical and product knowledgeThe Consultant I progression expectations specifically include product training, module tracking, Commercial/Mid-Size integration configuration, and add-on configuration. Client Experience & Cross-Functional OwnershipServe as a trusted partner to clients throughout the implementation processSet clear expectations and maintain accountability for both Rev.io and client-owned deliverablesTranslate technical concepts and requirements into clear, actionable information for clientsPartner closely with Sales, Product, Engineering, Support, Client Success, and other teams to drive successful client outcomesParticipate in Strategic, Enterprise, and onsite client engagements as opportunities ariseRepresent Rev.io's ACT TOP values in every client and internal interactionLearning & DevelopmentParticipate in role plays, call reviews, team training, and ongoing professional developmentBuild proficiency in Rev.io's onboarding scripts and client conversations, including kickoffs, weekly project calls, retrospectives, and activation callsComplete required product and module certificationsIncorporate coaching and feedback into day-to-day client interactionsDevelop the skills and experience required to progress through Rev.io's Onboarding Consultant career pathRev.io's internal model specifically expects Consultant I employees to participate in daily role plays/training and demonstrate mastery of core onboarding conversations as part of their development. Qualifications1–3 years of experience in SaaS implementation, client onboarding, project management, customer success, professional services, or another client-facing role preferredStrong organizational and project management skills with the ability to manage multiple projects and competing prioritiesExcellent written and verbal communication skillsComfortable leading client meetings and communicating with stakeholders at multiple levelsStrong attention to detail and commitment to following through on commitmentsDemonstrated ability to take ownership, identify problems, and drive work toward resolutionTechnical aptitude and willingness to learn software configuration, integrations, data workflows, and complex business processesAbility to translate technical concepts into clear language for clientsComfortable learning through feedback, coaching, role plays, and hands-on experienceAbility to work effectively across multiple departments and functionsExperience with SaaS, billing, telecommunications, managed services, professional services automation, or related technology is a plusBachelor's degree or equivalent combination of education and relevant professional experience preferred Benefits and Perks: Excellent medical, dental and vision coverage, with rates comparable to larger companies Company paid for life and disability insurance 401k with generous company match and immediate vesting Unlimited PTO Monthly tech and fitness reimbursements Professional development allowance At Rev.io no employee or applicant will be treated less favorably on the grounds of their sex, marital status, race, color, nationality or ethnic or national origin, disability, gender, sexual orientation, gender identity, age, pregnancy or maternity, marital or civil partner status, or religion or belief. 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