AI-Driven Customer Onboarding Specialist

Togetherwork; Austin, Northern (TX, KY); Hybrid; USD 51,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Life insurance

401(k) match

Paid time off

Parental leave

Job summary

Togetherwork is seeking a Customer Onboarding Specialist in Austin, TX (Hybrid) or remote within the US. You will guide new customers through onboarding, configure setups, and deliver role-based training to accelerate adoption and value realization.

You’ll leverage data and AI-enabled practices to monitor onboarding health, drive improvements, and collaborate with Customer Success and Support teams to ensure a smooth customer journey.

Qualifications

• Experience guiding customers through onboarding processes.
• Ability to work with cross-functional teams.
• Strong communication and facilitation skills.
• Data-driven and familiar with dashboards.

Responsibilities

• Execute standardized onboarding engagements aligned to defined onboarding frameworks and timelines.
• Guide customers through setup, configuration, and orientation activities to ensure readiness and adoption.
• Deliver training and enablement resources tailored to customer needs and maturity.
• Identify onboarding risks, elevate issues appropriately, and support resolution to maintain momentum.
• Track onboarding progress against milestones, timelines, and success criteria.
• Maintain accurate onboarding documentation, customer notes, and delivery artifacts.
• Collaborate cross-functionally to ensure smooth handoffs to Customer Success or Support teams.
• Contribute to the documentation and refinement of onboarding processes, templates, and best practices.
• Participate in feedback loops to improve onboarding quality, consistency, and efficiency.
• Support adoption of new tools, methodologies, and operating standards introduced by the organization.
• Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency.
• Use data, dashboards, and AI-supported insights to monitor onboarding health, identify risks, and inform next steps.
• Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery.

Skills

Strong communication

Facilitation

Customer engagement

Multitasking

Problem solving

Ownership

Team collaboration

Onboarding tools

Tools

Onboarding tools

Job description

Togetherwork is seeking a Customer Onboarding Specialist in Austin, TX (Hybrid) or remote within the US. You will guide new customers through onboarding, configure setups, and deliver role-based training to accelerate adoption and value realization.

You’ll leverage data and AI-enabled practices to monitor onboarding health, drive improvements, and collaborate with Customer Success and Support teams to ensure a smooth customer journey.