Onboarding Specialist

We are looking for a highly driven, customer-obsessed Onboarding Specialist to guide new customers through their first 90 days of implementing Alivo, ensuring a fast, seamless onboarding experience, strong product adoption, and long-term success.This role is critical to our growth. You will be the first impression after a customer signs, owning the relationship from kickoff through go-live and into the first 90 days of using Alivo. Your success will be measured by how quickly customers get live, how effectively they adopt the platform, and how well they retain.If you thrive in fast-paced environments, love teaching customers, and are excited about working with AI-powered products, this role is for you. What You'll Do Own the First 90 Days of the Customer JourneyHandle account setup tailored to unique customer needsTrain day-to-day users on how to use Alivo effectivelyAct as the primary point of contact for new customers from onboarding to 90-days post go-liveDrive Fast, Efficient OnboardingLead kickoff calls and guide customers through onboarding stepsEnsure accounts are fully set up, configured, and ready to go liveProactively remove blockers (technical, operational, or customer-side delays)Maintain urgency and momentum to meet onboarding targetsTrain & Enable CustomersDeliver live training sessions and walkthroughs tailored to customer needsEducate customers on best practices to maximize valueCreate and share helpful resources (videos, guides, help desk articles)Adapt training based on technical proficiencies of usersDrive Activation & AdoptionEnsure customers are fully activated (integrations, workflows, usage)Monitor early engagement and intervene when adoption is lowGuide customers to early winsCollaborate Cross-FunctionallyPartner with the support team for issue resolutionProvide feedback to the product team on customer pain points and feature gapsEnsure smooth transition to Account Manager after 90 days Requirements What You Bring2+ years in Customer Success, Onboarding, or Implementation roles with experience in SaaS productsProven ability to manage multiple customers and onboarding timelines simultaneouslyStrong ability to simplify complex concepts and train non-technical usersExperience with AI-powered products or automation toolsBackground in CRM tools, including HubSpotExperience with customer data setupExperience presenting to customer owners or operators, guiding kickoff and go-live conversations, and delivering day-to-day user trainingExcellent communication skills in business-fluent English, both verbal and writtenEligible to work in the United States and based in the United StatesWho You AreCustomer-obsessed and deeply curious about user behaviorData-driven but capable of making decisions in imperfect conditionsA strong communicator who can align stakeholders around prioritiesComfortable balancing strategic thinking with hands-on executionHighly organized with strong ownership mentalityLow-ego, collaborative, and focused on outcomesBonus Points ForBachelor's degree in any fieldExperience working with SMB or mid-market customersFamiliarity with trades or home services industries, including roofing, siding, or windowsBackground in phone systems and third-party integrationsExperience creating training content (videos, guides, onboarding materials)Business-fluent Spanish Benefits Company Sponsored Insurance OfferingsHealthVisionDentalLong Term Financial BenefitsEmployee equity401(k)Time to RechargeUnlimited paid time offPaid sick time