Customer Onboarding Specialist

Responsibilities

Execute the onboarding process for new accounts
Facilitate client kick-off meetings and regular status updates
Support user adoption by identifying potential roadblocks
Conduct formal hand-off reviews
Guide clients through standard setup and best practices
Deliver training sessions and create resources
Assist with standard software integrations and data imports
Troubleshoot technical issues during the implementation phase
Requirements

2+ years in customer-facing roles, implementation, or technical support, preferably within a SaaS environment
Strong verbal and written communication skills
Comfortable working with software integrations, data mapping, and basic technical configurations
A team player who can work across departments
Familiarity with Customer Success platforms / CRM platforms is preferred
Project Management certification is a plus.
ATS Optimization Keywords

Hard Skills

software integrations
data mapping
technical configurations
troubleshooting
onboarding process
user adoption
training sessions
Soft Skills

communication skills
team player
client facilitation
problem-solving
Certifications & Qualifications

Project Management certification
Industry Keywords

implementation
technical support
Tools & Technologies

SaaS
Customer Success platforms
CRM platforms

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