Hybrid SaaS Onboarding & Training Specialist

IHC Specialty Benefits; Tempe (AZ); Hybrid; USD 52,000 - 55,000; Full time

Job summary

IHC Specialty Benefits in Tempe, AZ is seeking an Onboarding Specialist to ensure new users are smoothly introduced to our cloud platform and services. The role blends customer success, technical support, and training in a hybrid work setting.

You will lead live or recorded trainings, guide users through account setup and integrations, monitor onboarding progress, and collaborate with product and sales teams to improve adoption and workflows.

Qualifications

• Experience guiding onboarding for SaaS platforms.
• Ability to tailor onboarding plans based on user needs.
• Strong training and presentation skills.
• Experience with CRM and support tooling is preferred.

Responsibilities

• Guide new users through the onboarding process.
• Provide live training sessions, webinars, or demos.
• Tailor onboarding based on user needs or business type.
• Educate users on features, best practices, and workflows.
• Assist users with account setup and integrations.
• Monitor onboarding progress and follow up on milestones.
• Collaborate with product, sales, and engineering teams.

Skills

Customer-Facing

Communication

Training Delivery

Onboarding & Implementation

SaaS Platforms

CRM Tools

Education

High school diploma or GED

Tools

Salesforce

HubSpot

Zoho

Zendesk

Intercom

Notion

Asana

Job description

IHC Specialty Benefits in Tempe, AZ is seeking an Onboarding Specialist to ensure new users are smoothly introduced to our cloud platform and services. The role blends customer success, technical support, and training in a hybrid work setting.

You will lead live or recorded trainings, guide users through account setup and integrations, monitor onboarding progress, and collaborate with product and sales teams to improve adoption and workflows.