Customer Onboarding Specialist

togetherwork; United States; Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

AD&D Coverage

401k Match 4%

Flexible PTO

Sick Days

Company Holidays

Parental Leave

Job summary

Togetherwork is seeking a customer onboarding professional to guide new customers through a structured onboarding program, ensuring adoption and early value realization. You will work within Professional Services and Onboarding to set foundations for lasting outcomes and a smooth transition to ongoing support.

Responsibilities include running standardized onboarding engagements, guiding setup and configuration, delivering tailored training, and tracking milestones with accurate documentation.

Qualifications

• Strong communication, facilitation, and customer engagement skills.
• Ability to manage multiple concurrent onboarding engagements with attention to detail.
• Familiarity with onboarding methodologies, delivery frameworks, and supporting tools.
• Comfort working with data, dashboards, and structured processes.

Responsibilities

• Run standardized onboarding engagements aligned to defined frameworks and timelines.
• Walk customers through setup, configuration, and orientation activities to build readiness.
• Deliver training and enablement resources tailored to customer maturity and needs.
• Track progress against milestones, timelines, and success criteria, and maintain accurate documentation and customer notes.
• Identify onboarding risks, elevate issues, and support resolution to keep momentum.
• Hand off cleanly to Customer Success or Support teams through cross-functional coordination.
• Contribute feedback that improves onboarding processes, templates, and best practices.
• Use approved AI tools, data, and dashboards to monitor onboarding health and inform next steps.

Skills

Communication

Facilitation

Customer Engagement

Onboarding Methodologies

Multi-tasking

Tools

Delivery Frameworks

Job description

Role overview

A customer onboarding role responsible for guiding new customers through a structured, high-quality onboarding experience that drives adoption, early value realization, and a smooth transition into ongoing support. The position sits inside a Professional Services and Onboarding organization and helps set the foundation for long-term customer outcomes.

Responsibilities

• Run standardized onboarding engagements aligned to defined frameworks and timelines
• Walk customers through setup, configuration, and orientation activities to build readiness
• Deliver training and enablement resources tailored to customer maturity and needs
• Track progress against milestones, timelines, and success criteria, and maintain accurate documentation and customer notes
• Identify onboarding risks, elevate issues, and support resolution to keep momentum
• Hand off cleanly to Customer Success or Support teams through cross-functional coordination
• Contribute feedback that improves onboarding processes, templates, and best practices
• Use approved AI tools, data, and dashboards to monitor onboarding health and inform next steps

Requirements

• Strong communication, facilitation, and customer engagement skills
• Ability to manage multiple concurrent onboarding engagements with attention to detail
• Familiarity with onboarding methodologies, delivery frameworks, and supporting tools
• Comfort working with data, dashboards, and structured processes
• Customer-centric, ownership-oriented, and collaborative mindset

Benefits and work setup

• Location: Austin, TX (hybrid) or Remote within the United States
• Medical, dental, and vision insurance
• 100% employer-paid short- and long-term disability, basic life, and AD&D coverage
• 401(k) retirement plan with 100% company match up to 4%
• Flexible paid personal and vacation time built on mutual trust
• 10 sick days, 10 paid company holidays, and 12 weeks paid parental leave
• Base salary around $60,000, with additional rewards potentially available
• Candidates must be authorized to work in the United States for the duration of employment