Onboarding Consultant

Rev.io; Atlanta (GA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental & vision

Life and disability insurance

401k with company match

Unlimited PTO

Tech & fitness reimbursements

Professional development allowance

Job summary

Rev.io in Atlanta, GA seeks an Onboarding Consultant I to guide client implementations from kickoff to activation. You will manage project plans, coordinate cross-functional teams, and ensure timely delivery with high-quality configuration and training.

Ideal candidates have 1–3 years in SaaS onboarding or professional services, strong communication, and a proactive problem-solving mindset. This role offers growth within Rev.io's onboarding trajectory and a collaborative, customer-focused

Qualifications

• 1–3 years in SaaS implementation, client onboarding or related client-facing roles.
• Strong organizational and project management abilities.
• Excellent communication with clients and internal teams.
• Ability to translate complex concepts into clear language.

Responsibilities

• Own client onboarding projects from kickoff through activation.
• Lead client meetings, communicate milestones, risks and next steps.
• Develop and maintain client-facing project plans weekly.
• Coordinate internal and client resources to meet timelines.
• Maintain project docs: charters, activation checklists, change orders.
• Identify risks early and elevate as needed.

Skills

Strong organizational skills

Project management

Excellent written and verbal skills

Communication with stakeholders

Attention to detail

Ownership mindset

Cross-functional collaboration

Client-facing communication

Education

Bachelor's degree or equivalent

Job description

About Rev.io

Rev.io provides configurable software for billing, customer management, business management, payments, analytics, provisioning, and automation to service providers in telecommunications, Wireless & IoT, managed IT services, A/V, security integration, and other related industries. Our modern, cloud-based software delivers the industry’s most complete quote-to-cash experience, enabling our clients to grow their revenue efficiently.

Rev.io is an Atlanta-based company with offices in Atlanta and West Virginia. We have more than 21 years’ in business serving our clients. While we are very experienced in what we do, we are still growing rapidly and we are looking for exceptional people who are excited to join us on a career-defining journey.

In all of our daily work, each of us are guided by our mission, vision and “ACT TOP” values.

Our Mission

To help clients grow revenue efficiently.

Our Vision

To be the best billing & back-office software company in the world by providing innovative solutions and extraordinary service to our clients and end users.

Our ACT TOP Values

• Achieving Extraordinary Results: Doing more than expected and pursuing a higher standard of work without compromising your job responsibilities.
• Caring For Employees, Clients and Community: Demonstrating empathy and concern by helping those who are most in need.
• Take Responsibility and Act Like an Owner: Being accountable and doing the right thing even when no one is watching.
• Transparent Leadership: Communicating openly, regardless of title or situation.
• Opportunity To Make a Positive Difference: Recognizing situations and taking action to produce a better outcome.
• Passion For Innovation: Enthusiastically finding new solutions to improve efficiency.

In a recent national survey, 89% of our employees agreed that Rev.io is a Great Place to Work. Compared to 57% agreement at comparable US-based companies, Rev.io stands out as a place where team, values and culture combine to create an amazing work environment!

About The Role

The Onboarding Consultant I is responsible for guiding new Rev.io clients through a successful implementation from kickoff through activation and graduation. This role serves as a primary point of contact throughout the onboarding journey, combining project management, client consulting, software configuration, and cross-functional coordination to deliver an organized and high-quality client experience.

The Onboarding Consultant I will primarily manage Commercial and Mid-Size implementations while developing the product knowledge, technical expertise, and client leadership skills needed to support increasingly complex Strategic and Enterprise projects. This role is ideal for someone who takes ownership, communicates confidently with clients, enjoys solving problems, and can manage multiple projects and priorities at the same time.

This aligns directly with the first level of Rev.io's Onboarding Consultant progression model, which assigns Consultant I Commercial and Mid-Size projects and a secondary role on Strategic or Enterprise projects.

Key Responsibilities

Client Onboarding & Project Management

• Own assigned client onboarding projects from kickoff through activation and graduation
• Lead client meetings and maintain clear communication around project milestones, deliverables, risks, dependencies, and next steps
• Build, maintain, and present client‑facing project plans on a weekly basis
• Coordinate internal and client resources to keep implementations progressing toward agreed‑upon timelines
• Maintain required project documentation, including project charters, configuration documentation, activation checklists, change orders, SOWs, and other implementation materials
• Proactively identify project risks and blockers and elevate when appropriate
• Ensure Zendesk tickets and implementation requests are managed in accordance with established SLAs

These responsibilities reflect the progression model's shared expectations around client‑facing project plans, project charters, activation checklists, Zendesk SLAs, change orders/SOWs, and administrative processes.

Solution Configuration & Implementation

• Develop a strong understanding of Rev.io products, workflows, integrations, and onboarding methodology
• Gather and validate client business and configuration requirements
• Configure supported integrations for Commercial and Mid-Size implementations
• Complete add‑on configurations for existing clients as assigned
• Partner with technical resources and other internal teams to resolve configuration, integration, and implementation challenges
• Track implementation and module completion throughout the project lifecycle
• Participate in ongoing product training to continuously expand technical and product knowledge

The Consultant I progression expectations specifically include product training, module tracking, Commercial/Mid‑Size integration configuration, and add‑on configuration.

Client Experience & Cross-Functional Ownership

• Serve as a trusted partner to clients throughout the implementation process
• Set clear expectations and maintain accountability for both Rev.io and client‑owned deliverables
• Translate technical concepts and requirements into clear, actionable information for clients
• Partner closely with Sales, Product, Engineering, Support, Client Success, and other teams to drive successful client outcomes
• Participate in Strategic, Enterprise, and onsite client engagements as opportunities arise
• Represent Rev.io's ACT TOP values in every client and internal interaction

Rev.io's internal model specifically expects Consultant I employees to participate in daily role plays/training and demonstrate mastery of core onboarding conversations as part of their development.

Learning & Development

• Participate in role plays, call reviews, team training, and ongoing professional development
• Build proficiency in Rev.io's onboarding scripts and client conversations, including kickoffs, weekly project calls, retrospectives, and activation calls
• Complete required product and module certifications
• Incorporate coaching and feedback into day-to-day client interactions
• Develop the skills and experience required to progress through Rev.io's Onboarding Consultant career path

Rev.io's internal model specifically expects Consultant I employees to participate in daily role plays/training and demonstrate mastery of core onboarding conversations as part of their development.

Qualifications

• 1–3 years of experience in SaaS implementation, client onboarding, project management, customer success, professional services, or another client‑facing role preferred
• Strong organizational and project management skills with the ability to manage multiple projects and competing priorities
• Excellent written and verbal communication skills
• Comfortable leading client meetings and communicating with stakeholders at multiple levels
• Strong attention to detail and commitment to following through on commitments
• Demonstrated ability to take ownership, identify problems, and drive work toward resolution
• Technical aptitude and willingness to learn software configuration, integrations, data workflows, and complex business processes
• Ability to translate technical concepts into clear language for clients
• Comfortable learning through feedback, coaching, role plays, and hands‑on experience
• Ability to work effectively across multiple departments and functions
• Experience with SaaS, billing, telecommunications, managed services, professional services automation, or related technology is a plus
• Bachelor's degree or equivalent combination of education and relevant professional experience preferred

Benefits and Perks

• Excellent medical, dental and vision coverage, with rates comparable to larger companies
• Company paid for life and disability insurance
• 401k with generous company match and immediate vesting
• Unlimited PTO
• Monthly tech and fitness reimbursements
• Professional development allowance

At Rev.io no employee or applicant will be treated less favorably on the grounds of their sex, marital status, race, color, nationality or ethnic or national origin, disability, gender, sexual orientation, gender identity, age, pregnancy or maternity, marital or civil partner status, or religion or belief. By clicking submit below, you consent to allow Rev.io to store and process the personal information submitted above.