Customer Onboarding & Training Specialist

Fullsteam; United States; Remote; USD 85,000 - 95,000; Full time

Job summary

Fullsteam is seeking a Customer Onboarding & Training Specialist to guide new customers through software implementation, onboarding, and training. You will ensure customers feel confident using the software, understand its functionality, and incorporate it into daily operations.

Responsibilities include leading onboarding, delivering engaging virtual training, and developing training content while collaborating with Sales, Support, and Product teams to optimize the customer experience.

Qualifications

• Experience in software training, customer onboarding, customer success, or a related customer-facing role.
• Strong verbal and written communication skills, with the ability to explain technical concepts to nontechnical audiences.
• Excellent organizational, time-management, and multitasking skills.
• Ability to manage multiple customers and deadlines simultaneously.
• Comfortable leading virtual presentations and training sessions.
• Strong problem-solving skills and a customer-first mindset.
• Ability to quickly learn new software and business processes.
• Experience creating professional training materials and documentation.
• Proficiency with Microsoft Office, Teams, Zoom, or similar tools.
• Ability to work independently and collaborate effectively with internal teams.

Responsibilities

• Onboard customers through software implementation and transition to ongoing support.
• Lead kickoff meetings to understand customer needs, workflows, and business goals.
• Develop customized onboarding and training plans.
• Coordinate software setup, configuration, and implementation with internal teams.
• Track progress and ensure customers are prepared to use the software.
• Conduct follow-ups to evaluate customer satisfaction and adoption.
• Deliver software training via virtual meetings, webinars, and sessions.
• Explain features and workflows with real-world examples, adapting to learners.
• Create and update training materials, FAQs, knowledge base, and walkthroughs.
• Collaborate with Sales, Support, Account Management, and Product teams to improve onboarding.

Skills

Software training

Customer onboarding

Customer success

Technical support

Verbal communication

Written communication

Organizational skills

Time management

Multitasking

Virtual presentations

Tools

Microsoft Office

Teams

Zoom

CRM

Zoho

HubSpot

LMS

Canva

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of over 1,900 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries.

RB Retail & Service Solutions, part of the Fullsteam organization, provides business management software for the pool and spa industry. Since 2003, we have helped retailers, service companies, and construction businesses streamline operations and improve efficiency through innovative software solutions.

We are seeking a motivated, customer-focused Customer Onboarding & Training Specialist to guide new customers through software implementation, onboarding, and training. This role ensures customers feel confident using our software, understand its functionality, and are prepared to incorporate it into their daily operations.

Primary Responsibilities:

Customer Onboarding & Implementation

• Manage the onboarding process from initial welcome through implementation and transition to ongoing support.
• Lead kickoff meetings to understand customer needs, workflows, and business goals.
• Develop customized onboarding and training plans.
• Coordinate software setup, configuration, and implementation with internal teams.
• Track progress, address challenges, and ensure customers are prepared to use the software successfully.
• Conduct follow-ups to evaluate customer satisfaction and adoption.

Customer Training & Education

• Deliver engaging software training through virtual meetings, webinars, and individual or group sessions.
• Explain software features, workflows, and best practices using real-world examples.
• Adapt training to different experience levels and learning styles.
• Identify additional training needs and promote customer confidence and independence.

Training Content Development

• Create and maintain training materials, including videos, tutorials, user guides, webinars, and step‑step documentation.
• Develop and update FAQs, knowledge base articles, and self‑service resources.
• Create interactive product walkthroughs and in‑application training.
• Keep educational materials current with software updates and new features.
• Collaborate with internal teams to identify common customer questions and improve training resources.

Customer Success & Collaboration

• Build strong customer relationships through proactive communication and support.
• Set clear expectations for onboarding timelines and customer responsibilities.
• Monitor customer engagement and provide additional guidance when needed.
• Partner with Sales, Customer Support, Account Management, and Product Development to ensure a smooth customer experience.
• Communicate customer feedback and recommend improvements to onboarding and training processes.

Required Skills & Experience:

• Experience in software training, customer onboarding, customer success, technical support, or a related customer‑facing role.
• Strong verbal and written communication skills, with the ability to explain technical concepts to nontechnical audiences.
• Excellent organizational, time‑management, and multitasking skills.
• Ability to manage multiple customers and deadlines simultaneously.
• Comfortable leading virtual presentations and training sessions.
• Strong problem‑solving skills and a customer‑first mindset.
• Ability to quickly learn new software and business processes.
• Experience creating professional training materials and documentation.
• Proficiency with Microsoft Office, Teams, Zoom, or similar tools.
• Ability to work independently and collaborate effectively with internal teams.

Preferred Qualifications

• Experience with SaaS products or business management software.
• Familiarity with retail, point‑of‑sale, inventory management, or service scheduling.
• Experience with CRM, customer support, or onboarding platforms such as Zoho or HubSpot.
• Familiarity with learning management systems, Canva, Product Fruits, or similar tools.
• Experience creating instructional videos, webinars, and interactive tutorials.
• Previous experience developing structured onboarding or software training programs.

Salary range: $85,000 - $95,000 USD

Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background. Fullsteam is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state, or local law.