Customer Onboarding & Training Specialist

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

Benefits offered by this job

Fully remote within the US

Full-time employment

Competitive salary

Job summary

Jobgether is seeking a Customer Onboarding & Training Specialist to guide new customers through onboarding, implementation, and training on our business management software. You will deliver personalized sessions, create resources, and ensure a smooth transition to ongoing support.

You will partner with Sales, Support, and Product teams to tailor onboarding plans, track progress, and continuously improve materials to boost adoption and customer satisfaction across the US.

Qualifications

• Experience in software training, onboarding, or customer success in a tech environment.
• Excellent verbal and written communication with non-technical audiences.
• Strong organizational skills and ability to manage multiple onboarding projects.
• Confident in leading virtual presentations and group trainings.
• Proactive problem-solving and customer-first mindset.
• Fast learner with ability to grasp new software quickly.
• Experience creating training content and documentation.
• Proficiency with MS Office, Teams, Zoom, and related tools.
• Ability to work independently and with cross-functional teams.
• SaaS or business software experience is a plus.

Responsibilities

• Oversee the full customer onboarding journey from welcome to ongoing support.
• Lead discovery meetings to tailor onboarding and training plans.
• Coordinate with internal teams for configuration and implementation tasks.
• Monitor progress, timelines, and risk areas to ensure milestones are met.
• Deliver engaging training via virtual sessions, webinars, and self-paced resources.
• Develop and maintain training content: videos, guides, FAQs, knowledge base.
• Create interactive product walkthroughs and in-app training experiences.
• Maintain up-to-date training materials as the product evolves.
• Build strong customer relationships with clear expectations and follow-ups.
• Collaborate with Sales, Support, Success, and Product teams for a seamless experience.
• Gather customer feedback and drive improvements to onboarding processes.

Skills

Onboarding & training

Customer success

Communication

Presentation skills

Problem solving

Technical adaptability

Content creation

CRM platforms (Zoho/HubSpot)

Cross-functional collaboration

Tools

Microsoft Office

Microsoft Teams

Zoom

Learning management systems

Canva

Zoho CRM

HubSpot CRM

Job description

As a Customer Onboarding & Training Specialist, you will play a key role in helping new customers successfully adopt and integrate business management software into their daily operations. You will oversee the entire onboarding journey, from initial welcome and implementation to training and transition into ongoing support. Through personalized training sessions, virtual presentations, and educational resources, you will ensure customers understand the platform and feel confident using its features. You will work closely with cross-functional teams to coordinate implementations, resolve challenges, and deliver a seamless customer experience. This role combines customer relationship management, software education, and project coordination in a dynamic, technology-driven environment. You will also contribute to improving onboarding processes and training resources to strengthen customer satisfaction, engagement, and long-term success.

Accountabilities

• Customer Onboarding and Implementation: Manage the complete customer onboarding journey, from initial introduction through software implementation and transition to ongoing support, ensuring a smooth and structured experience.
• Discovery and Planning: Lead kickoff meetings to understand customer requirements, operational workflows, and business objectives, then develop customized onboarding and training plans.
• Implementation Coordination: Collaborate with internal teams to coordinate software configuration, setup, and implementation activities, ensuring customers are properly equipped to use the platform.
• Progress Monitoring: Track onboarding milestones, manage timelines, identify potential obstacles, and proactively address challenges to ensure successful implementation.
• Customer Training and Education: Deliver engaging software training through virtual meetings, webinars, and individual or group sessions, explaining product features, workflows, and best practices using practical examples.
• Personalized Learning: Adapt training approaches to different levels of technical knowledge and learning preferences, identify additional educational needs, and encourage customer independence and confidence.
• Training Content Development: Create and maintain high-quality educational resources, including instructional videos, tutorials, user guides, webinars, FAQs, knowledge base articles, and step-by-step documentation.
• Digital Learning Resources: Develop interactive product walkthroughs, in-application training experiences, and self-service materials to improve product adoption and accessibility.
• Content Maintenance: Keep training documentation and educational resources accurate and up to date as software features and functionalities evolve.
• Customer Relationship Management: Build strong customer relationships through proactive communication, regular follow-ups, and ongoing guidance, while setting clear expectations regarding implementation timelines and customer responsibilities.
• Cross-Functional Collaboration: Partner with Sales, Customer Support, Account Management, and Product Development teams to ensure consistent communication and a seamless customer experience.
• Continuous Improvement: Gather and communicate customer feedback, identify recurring questions and adoption challenges, and recommend improvements to onboarding workflows, training programs, and educational resources.

Requirements

• Relevant Professional Experience: Previous experience in software training, customer onboarding, customer success, technical support, or another customer-facing position within a technology-driven environment.
• Communication Skills: Excellent verbal and written communication abilities, with the capacity to explain technical concepts, software features, and business processes clearly to nontechnical audiences.
• Organization and Time Management: Strong organizational skills, attention to detail, and the ability to manage multiple customer relationships, onboarding projects, and deadlines simultaneously.
• Presentation and Training Skills: Confidence in leading virtual presentations, webinars, and individual or group training sessions, with the ability to engage different audiences effectively.
• Problem-Solving Abilities: Strong analytical and troubleshooting skills, combined with a proactive, customer-first mindset and the ability to address implementation challenges efficiently.
• Technical Adaptability: Ability to quickly learn new software platforms, technical functionalities, and customer business processes.
• Training Material Development: Experience creating professional training documentation, instructional resources, user guides, and other educational content.
• Digital Tools Proficiency: Comfortable using Microsoft Office, Microsoft Teams, Zoom, and similar productivity and communication platforms.
• Independent and Collaborative Working Style: Ability to manage responsibilities independently while working effectively with cross-functional teams to achieve shared objectives.
• SaaS and Software Experience: Previous experience with SaaS products or business management software is considered an advantage.
• Industry Knowledge: Familiarity with retail operations, point-of-sale systems, inventory management, or service scheduling is a plus.
• CRM and Customer Platforms: Experience using CRM, customer support, or onboarding tools such as Zoho or HubSpot is desirable.
• Learning and Content Creation Tools: Familiarity with learning management systems, Canva, Product Fruits, or comparable platforms is an advantage.
• Multimedia Training Experience: Experience producing instructional videos, webinars, interactive tutorials, or structured software education programs is highly desirable.

Benefits

• Competitive Salary: Annual compensation ranging from $85,000 to $95,000 USD, depending on experience and qualifications.
• Remote Work: Fully remote working arrangement within the United States.
• Full-Time Employment: Stable, full-time professional opportunity.
• Customer Impact: Opportunity to directly influence customer satisfaction, software adoption, and long-term business success.
• Professional Development: Exposure to SaaS solutions, business management technologies, customer success strategies, and digital learning tools.
• Cross-Functional Collaboration: Opportunity to work alongside professionals across Sales, Customer Support, Account Management, and Product Development.
• Inclusive Work Environment: Join a collaborative workplace that values diversity, different perspectives, professional growth, and continuous improvement.