Onboarding Specialist – SMB

Job Description: • Manage the end-to-end onboarding of customers using for multiple products including initial outreach, requirements gathering, and setup coordination • Tailor and configure customer-facing templates based on client inputs and business goals – no custom development required, but small updates and adjustments will be common • Implement scheduling tools and CRM. This includes integration, configuration, training and enablement. • Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high-touch experience and responsive support • Troubleshoot technical issues and coordinate timely updates to live configurations as needed • Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience • Own the free trial to paid conversion process to ensure customer adoption • Seeks out new knowledge and approaches problems with a mindset of exploration in regards to AutoOps and Steer Products Requirements: • 2+ years of experience in customer onboarding, customer success, or implementation support - ideally in a SaaS or digital tools environment • Experience managing a client-facing product or tool on behalf of customers (e.g., configuring, launching, or supporting a templated platform, dashboard, or embedded experience) • Strong communication skills • Customer-first mindset • Ability to manage multiple onboarding projects at once, with strong organization and follow-through • Proactive, resourceful, and ownership-driven - you anticipate needs and take initiative • Experience with KPIs, including Time to Live and Time to Onboarding Complete • Experience with a CRM such as Hubspot, Salesforce, etc… • Experience onboarding and training on multiple products or modules • Nice-to-Have: • Experience with templated content platforms, CMS tools, or WYSIWYG editing • Exposure to scheduling or CRM tools • Comfort with technical troubleshooting or support escalation workflows • Experience with a high-volume environment and short onboarding cycles. • Experience onboarding low-tech customers Benefits: • 100% remote work environment • Medical, Dental and Vision insurance within 30 days • 100% employer-paid medical insurance • Equity package • Flexible PTO with 15 days minimum • Generous Parental Leave • FSA and HSA options • 401(k) • Growth & Wellness Stipend • WFH Equipment • Chance to work with the latest technology • A collaborative, high ownership culture • Opportunities for development and career growth