Onboarding & Implementation Specialist

CANDID; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking SaaS company as an Onboarding & Implementation Specialist! In this dynamic role, you'll ensure a smooth onboarding experience for new users, guiding them through the setup of our innovative Mortgage Marketing & Sales Operating System. Your expertise will empower clients to leverage our platform effectively, driving their business success. Collaborate with cross-functional teams to resolve issues and enhance user satisfaction while managing multiple projects in a fast-paced environment. If you're passionate about customer success and want to make a real impact in the mortgage tech space, this is the perfect opportunity for you!

Benefits

Competitive salary

Benefits

Professional growth opportunities

Dynamic team culture

Qualifications

• 2+ years of experience in onboarding, customer success, or implementation.
• Strong understanding of SaaS platforms and digital marketing technologies.

Responsibilities

• Lead the onboarding process for new users and ensure efficient implementation.
• Provide hands-on training and product walkthroughs to clients.

Skills

Onboarding

Customer Success

Implementation

Communication Skills

Problem-Solving

Project Management

Education

Experience in SaaS Platforms

Experience in Mortgage or Real Estate Industry

Tools

Salesforce

Trello

Job description

CANDID is an innovative SaaS company offering a powerful Mortgage Marketing & Sales Operating System designed to streamline and elevate the marketing and sales processes for mortgage lenders. As we continue to grow, we are seeking a motivated Onboarding & Implementation Specialist to join our expanding team!

Role Overview:

As the Onboarding & Implementation Specialist, you will be responsible for ensuring a smooth and successful onboarding experience for new users as they implement our platform. You’ll guide users through the entire setup process, helping them leverage the full capabilities of our system to optimize their operations. Your expertise will be key to ensuring that clients are fully equipped and confident in using our platform to drive business success.

Key Responsibilities:

• Lead the onboarding process for new users, ensuring seamless and efficient implementation of our platform.
• Provide hands-on training and product walkthroughs to help clients navigate and leverage CANDID’s features effectively.
• Collaborate with product, sales, and support teams to address user questions, troubleshoot issues, and ensure a smooth transition.
• Manage the implementation timeline, ensuring that all milestones are met on schedule.
• Assist users with platform configurations, data integrations, and campaign setup to ensure they’re ready to hit the ground running.
• Troubleshoot and resolve any technical issues or challenges that arise during onboarding.
• Gather feedback to help enhance the platform and contribute to continuous product improvements.
• Foster strong relationships with users to ensure long-term satisfaction.

Requirements:

• 2+ years of experience in onboarding, customer success, or implementation.
• Strong understanding of SaaS platforms and digital marketing technologies.
• Experience in the mortgage or real estate industry.
• Excellent communication skills with the ability to simplify complex concepts for clients.
• Highly organized with the ability to manage multiple projects and users simultaneously.
• A problem-solver who can think critically to resolve issues and provide efficient solutions.
• Ability to work independently and collaborate effectively within a remote, fast-paced environment.
• Proficiency in CRM and project management tools (e.g., Salesforce, Trello).
• Must be available from 9am-5pm CST or EST.

Preferred:

• Familiarity with mortgage marketing, sales processes, or CRM systems is a plus.

What We Offer:

• Competitive salary and benefits.
• Opportunity to work with a rapidly growing, innovative company in the mortgage tech space.
• A collaborative and dynamic team culture.
• Professional growth and career development opportunities.

If you're excited about helping mortgage originators enhance their marketing and sales operations, we’d love to hear from you!

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Information Technology