Client Onboarding Specialist (Onsite)

Frontsteps

Denver (CO)

Hybrid

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Onsite parking
Health insurance
Life insurance
Disability
FSA/HSA
Paid time off
401k match
Sick time

Job summary

FRONTSTEPS, a Denver-based leader in HOA and community management software, seeks a Solution Delivery Specialist to manage a high-volume SaaS implementations portfolio from post-contract to go-live and billing initiation. You will translate complex configurations into clear SOPs and lead group training for clients, accelerating time-to-value.

You will leverage AI-powered tools to streamline onboarding, collaborate with Sales, Customer Success and Finance, and drive elite onboarding and customer

Qualifications

  • Proven client-facing implementation or technical onboarding experience in a B2B SaaS environment.
  • Strong grasp of software architecture, data flows, and configuration logic.
  • Experience leading structured customer training and authoring user documentation.
  • Able to manage 20+ active projects with high attention to detail.

Responsibilities

  • Manage a high-volume portfolio of SaaS implementations from post-contract to go-live and billing initiation.
  • Translate customer requirements into accurate software configurations and data mappings.
  • Create repeatable SOPs and deliver engaging group training sessions for clients.
  • Coordinate with Sales, Customer Success, and Finance to ensure smooth post-contract transitions.
  • Utilize AI tools to streamline onboarding workflows and reduce manual tasks.
  • Troubleshoot configuration issues and provide clear technical guidance.
  • Analyze onboarding metrics and refine delivery playbooks.

Skills

Client-facing delivery
Technical onboarding
Group training
Portfolio management
Onboarding velocity
AI tooling
CRM familiarity
SaaS integrations

Tools

Salesforce
Project tracking tools
SaaS productivity tools

Job description

POSITION OVERVIEW

Position: Solution Delivery Specialist

Location: Full-Time Onsite | Denver, CO Headquarters

Compensation: $60,000 - $80,000 / year

Are you a technically minded operator who loves solving complex software puzzles, creating seamless processes, and driving fast-paced execution?

At FRONTSTEPS, the Solution Delivery Specialist is the critical bridge between a signed contract and active, revenue-generating software adoption. This is not a passive customer service role—it is a high-impact, professional services position for a technical problem solver who thrives on autonomy, loves translating complex system configurations into clear, simple customer SOPs, and takes pride in being a top performer.

In this role, you will own a high-volume portfolio of SaaS implementations from post-contract handover straight through to successful go-live, billing initiation, and long-term customer enablement. You will leverage modern AI-powered tools, automation, and structured customer training to accelerate time-to-value while delivering an elite onboarding experience.

WHAT DRIVES SUCCESS IN THIS ROLE
  • You inherently enjoy digging into software settings, data structures, and integrations to make systems work seamlessly.
  • You can take complex, technical software workflows and distill them into simple, highly structured, and easily digestible SOPs and group training sessions for non-technical stakeholders.
  • You hold yourself to high standards, take pride in managing a high-volume active portfolio (upward of 20+ simultaneous projects), and love hitting performance benchmarks.
  • You understand that an implementation is only complete when the client is fully onboarded, trained, satisfied, and successfully transitioned into the active billing cycle.
ESSENTIAL FUNCTIONS
  • Independently manage a high-volume portfolio of simultaneous SaaS implementations, owning configuration, timeline execution, and client readiness.
  • Translate customer business requirements into accurate software configurations, data mappings, and workflow setups.
  • Create clear, repeatable SOPs and deliver engaging, structured group-facing training sessions that build client confidence and drive rapid platform adoption.
  • Partner closely with Sales, Customer Success, and Finance to ensure a seamless post-contract transition, rapid time-to-value, and zero friction in the initial billing cycle.
  • Actively use AI tools and modern automation to streamline onboarding workflows, eliminate manual administrative tasks, and increase portfolio velocity.
  • Troubleshoot software configuration issues, investigate data discrepancies, and provide clear technical guidance to ensure clients maximize product value.
  • Continuously analyze onboarding metrics to refine delivery playbooks, document best practices, and elevate the team's operational performance.
SKILLS & QUALIFICATIONS
  • Proven track record in a client-facing implementation, technical onboarding, or solution delivery role within a B2B SaaS environment.
  • Strong technical aptitude with a natural desire to understand software architecture, data flows, and configuration logic.
  • Direct experience leading structured, group-facing customer training sessions and authoring step-by-step user documentation.
  • Demonstrated ability to manage 20+ active, parallel customer projects with high attention to detail and zero dropped balls.
  • Clear understanding of how onboarding velocity directly impacts ARR recognition, customer retention, and the billing cycle.
  • Hands-on experience or genuine comfort using AI tools and automated workflow platforms to optimize daily output.
  • Experience with CRM platforms (Salesforce preferred), project tracking software, and standard SaaS productivity tools.
  • HOA, Property Management, or Community Association software experience is a strong plus.
WHY FRONTSTEPS?

We offer a high-energy, in-office culture at our Denver headquarters where individual contribution is visible and high performance is rewarded. If you are looking for a role where your technical execution directly impacts company growth, team success, and customer satisfaction, we want to hear from you.

Benefits for Full Time roles include the following:

  • 100% company paid onsite employee parking
  • Medical, Dental, and Vision
  • Company-sponsored Life Insurance
  • Voluntary Short-Term Disability, Long-Term Disability, and Life Insurance
  • FSA/HSA
  • Paid Time Off
  • Sick Time
  • 401k match

FRONTSTEPS is proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, protected veteran status, or disability status.

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