Onboarding Specialist

Reports To: Head of Customer Success or Operations

We’re looking for an Onboarding Specialist to be the first friendly face and trusted guide for new customers. You’ll ensure clients start strong, understand the product, and experience early wins that lead to long-term satisfaction.

Duties:

• Facilitate customer onboarding through video calls, emails, and live walkthroughs

• Develop and maintain onboarding guides and training resources

• Act as a strategic partner during the early stages of the customer journey

• Track customer progress against onboarding milestones

• Collaborate with Success, Support, and Product teams to address early questions or blockers

• Continuously improve onboarding workflows based on feedback and results

Requirements:

• 1–3 years experience in customer onboarding, training, or client services

• Excellent communication and interpersonal skills

• Strong organizational and project management ability

• Proficiency with common CRM and workflow platforms

• Empathy, curiosity, and problem-solving instincts

• Bonus: experience working with complex products or technical clients