Customer Onboarding Specialist

As a Customer Onboarding Specialist, you play a key role in delivering an exceptional first experience for new customers. You will guide clients through the software, ensure their accounts are configured correctly, and help them confidently adopt the platform.

Key Responsibilities Lead onboarding sessions through live software walkthroughs. Guide customers through account setup and configuration. Verify account settings and ensure all onboarding requirements are completed accurately. Explain software features in a clear, simple, and easy-to-understand manner. Troubleshoot basic setup issues and answer customer questions. Ensure every customer receives a consistent, high-quality onboarding experience. Work closely with internal teams to ensure a smooth handover following onboarding. To be successful, you’ll need to: 2-4 years experience in Saa S onboarding, customer success, software implementation, or a similar client‑facing role. Strong technica...