Fintech SaaS Onboarding Lead - Mid-Market

Crowded Technologies Inc.; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive pay with base salary plus bonus

Comprehensive health, dental, and vision insurance

401k plan with matching

Personalized growth through training and mentorship

Inclusive workplace culture

Job summary

A financial management platform for nonprofits is seeking a Customer Onboarding Specialist to ensure seamless onboarding for new customers. You will act as the primary contact, leading strategic onboarding sessions, coordinating with teams, and enhancing customer satisfaction. This role requires 2+ years in a customer-facing B2B role, excellent communication skills, and project management abilities. Join us to help nonprofits succeed with tailored financial solutions.

Qualifications

• 2+ years of experience in a customer-facing B2B role.
• Proven ability to manage multiple onboarding and meet deadlines.
• Experience developing onboarding materials and process improvements.
• Familiarity with onboarding KPIs and quality metrics.
• Experience in Fintech or SaaS platforms preferred.

Responsibilities

• Lead onboarding for mid-market customers as the main point of contact.
• Conduct technical training to ensure customers are operational.
• Create and maintain timelines for customer setup.
• Track onboarding metrics via Salesforce.
• Transition customers to the Customer Success team within 90 days.

Skills

Customer-facing experience

Project management skills

Excellent verbal and written communication skills

Familiarity with modern web tools

Strong relationship-building skills

Tools

Salesforce

Project management platforms

Documentation software

Job description

A financial management platform for nonprofits is seeking a Customer Onboarding Specialist to ensure seamless onboarding for new customers. You will act as the primary contact, leading strategic onboarding sessions, coordinating with teams, and enhancing customer satisfaction. This role requires 2+ years in a customer-facing B2B role, excellent communication skills, and project management abilities. Join us to help nonprofits succeed with tailored financial solutions.