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Workwize

Lead Onboarding Specialist

Workwize, New York, New York, us, 10261

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This range is provided by Workwize. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $95.00/yr - $130.00/yr

We’re expanding our North America business and looking for a

Lead Onboarding Specialist

who not only owns the onboarding experience for our customers, but also shapes the team behind it. This role is ideal for someone who enjoys rolling up their sleeves with clients while mentoring others, setting standards and building a high-performing onboarding practice from the ground up. Here’s the thing: you’ll be the person who defines what great onboarding looks like in a new market. You’ll coach onboarding specialists, refine how we work, and create a consistent, scalable onboarding motion that drives adoption, retention and long-term success. If you like the idea of growing a team, influencing strategy and leaving your fingerprints on a fast-growing SaaS scale-up.

At Workwize, we’re redefining the way global teams get the hardware and support they need. Our automated SaaS platform takes care of deployment, management, and retrieval—delivering equipment quickly and reliably in 100+ countries. With 50,000 users and over 120,000 devices under management, we’re taking the manual heavy lifting off IT teams so they can focus on the work that truly moves the business forward. We’re also proud to be recognized by LinkedIn as one of the Top 10 Startups in the Netherlands for 2025.

Role Overview As the

Lead Onboarding Specialist , you’ll take full ownership of the customer journey from post-sale to successful implementation, elevating every step and ensuring a seamless handoff. You’ll lead clients through adoption, configuration, and those critical early wins, while also coaching and mentoring the onboarding team to deliver a consistently exceptional experience. This role blends meaningful client partnerships with impactful team leadership. You’ll shape onboarding strategy, refine and scale processes, and help build a high-performing function as we expand across the US. The ideal candidate brings experience in SaaS or technical environments, thrives in a dynamic setting, and is comfortable managing multiple onboarding programs while supporting and developing a growing team.

Key Responsibilities Client Training & Enablement

Deliver tailored onboarding and training sessions that accelerate time-to-value

Educate users on platform functionality, integrations and workflow best practices

Account Implementation & Configuration

Lead technical onboarding and configuration for new client accounts

Partner with Technical and Engineering teams to troubleshoot setup challenges

Primary Point of Contact (First 30–90 Days)

Own communication, milestones and expectations during early lifecycle stages

Track adoption KPIs and proactively address risks

Act as a connector across Product, Technical, Sales and Operations

Capture client insights to influence roadmap and onboarding improvements

Strategic Advisory

Guide clients on how to map platform functionality to their operational goals

Recommend optimal configurations, integrations and workflows

Handover to CSM

Ensure a smooth transition after onboarding

Document key insights, usage patterns and client specifics

Process Innovation & Scaling

Improve onboarding playbooks, automation and tools

Define and track metrics to boost efficiency, satisfaction and retention

Team Leadership, Coaching & Mentorship

Coach and support onboarding specialists through feedback, training and development

Set team goals, monitor performance and drive quality standards

Help onboard and train new team members as the function grows

Build a culture of collaboration, shared best practices and continuous learning

What We’re Looking For

4+ years in onboarding, implementation, customer success or technical account management

1–2 years of experience coaching or mentoring team members

Strong understanding of SaaS systems, integrations (APIs) and IT environments

Excellent project management skills and the ability to juggle multiple onboarding programmes

Clear, confident communication with both technical and non-technical audiences

A proactive problem-solver who moves quickly and thinks critically

Experience improving processes, workflows or onboarding operations

Collaborative, curious and comfortable in a high-growth environment

Bonus Points

Familiarity with HubSpot, Notion, Slack, Monday.com, Asana or Jira

Background in technical training, IT/system administration or solutions engineering

Experience in remote-first or distributed organizations

Success in hiring or growing an onboarding team

What We Offer 25 days of paid vacation

(European-style time off)

401(k) with competitive support

to help you plan for the future

Flexible work setups

for better work-life balance

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Information Technology

Industries: Technology, Information and Internet

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