Onboarding Specialist

Signpost; Austin (TX); Hybrid; USD 45,000 - 50,000; Full time

Job summary

Signpost AI is seeking an Onboarding Specialist in the Austin, TX area to get new customers set up and running on our AI answering, receptionist, and digital marketing services. You’ll own each account from the welcome call through launch, collecting information, coordinating with internal teams, and keeping customers updated until live.

Most onboarding is completed in 2–4 weeks. If you’re organized, enjoy talking on the phone, and like seeing a project through to the finish, this role is a

Qualifications

• Clear communication and empathy when guiding customers.
• Ability to navigate conversations with multiple stakeholders.
• Experience in customer-facing roles and onboarding is a plus.

Responsibilities

• Serve as the primary onboarding contact for new Signpost AI customers.
• Conduct welcome calls, gather required information, and set onboarding expectations.
• Coordinate with fulfillment and technical teams on websites, Local Services Ads, and social media.
• Push accounts through the onboarding steps and maintain proactive customer updates.
• Identify and troubleshoot early onboarding challenges with practical solutions.
• Answer questions and handle routine issues professionally and confidently.
• Manage multiple accounts with accurate records and timely follow-up.
• Aim to complete onboarding within 2–4 weeks depending on services purchased.
• Transition the account to the Customer Success Manager after onboarding.

Skills

Communication

Phone presence

Relationship building

Customer service

Account management

Problem solving

Time management

Independence

Empathy

English fluency

Job description

About Signpost AI

Signpost AI helps home services businesses grow. For HVAC, plumbing, electrical, roofing, pest control, and restoration companies, every missed call is lost revenue. We give them the tools to capture more leads, book more jobs, and get paid, including AI answering and live receptionist services, AI SMS, websites, social media, and Google Local Services Ads management.

We’re a growing company, and we’re building as we fly. Our customer base has grown quickly, and our teams, tools, and processes are growing right along with it.

If you like change, adapt quickly, and care about serving small and medium-sized business owners, you’ll thrive here.

About the Role

Signpost AI is seeking a personable, organized Onboarding Specialist to get new customers set up and running on our AI answering, receptionist, and digital marketing services.

You’re the first person new customers work with after they sign up, and you’ll own each account from the welcome call through launch. That means collecting the information and account access we need, coordinating with our fulfillment and technical teams on websites, Local Services Ads, and social media, and keeping the customer updated until everything is live. Most accounts are fully onboarded within 2 to 4 weeks.

Once onboarding is complete, you’ll hand the account to a Customer Success Manager, who supports the customer from there.

If you’re organized, comfortable on the phone, and like seeing a project through to the finish, this role is a strong fit.

What You’ll Do

• Serve as the primary point of contact for newly acquired customers during onboarding.
• Conduct welcome calls, gather necessary information, and explain onboarding expectations and timelines.
• Build strong relationships and maintain proactive communication throughout the process.
• Coordinate customer onboarding requirements with internal teams.
• Guide customers through basic account setup and assist with common technical issues.
• Identify challenges early, troubleshoot problems, and develop practical solutions.
• Handle customer questions, concerns, and routine complaints with professionalism and confidence.
• Manage multiple customer accounts while maintaining accurate records and timely follow-up.
• Work toward onboarding completion within established timelines, generally 2–4 weeks depending on the services purchased.
• Help ensure customers have a positive experience and are successfully transitioned to their ongoing Account Manager.

What We’re Looking For

• Strong communication skills and a naturally personable phone presence.
• The ability to establish rapport and build trust quickly.
• Previous customer service, account management, or other substantial customer-facing experience.
• Confidence leading conversations rather than simply following a script.
• Excellent computer skills and the ability to learn new software quickly.
• Strong organization, attention to detail, and time-management skills.
• The ability to think critically, solve problems, and work independently.
• A proactive mindset and a strong sense of personal accountability.
• Patience, empathy, and confidence when addressing customer concerns.
• Professional fluency in English.

You do not need previous onboarding experience or a college degree to be successful in this position. We value communication skills, initiative, technical aptitude, and the ability to learn.

Nice to Have

• Previous experience in sales, particularly consultative or relationship-based sales.
• Experience with customer retention, account management, or customer success.
• Familiarity with digital marketing, SaaS, or CRM platforms.
• Experience with websites or digital marketing.
• Spanish-speaking or bilingual proficiency.

What Success Looks Like

You’ll thrive in this role if you’re someone who takes initiative, builds relationships naturally, stays organized, and enjoys seeing a process through to completion.

We value specialists who can think on their feet, take ownership of their accounts, and make customers feel that someone knowledgeable and capable is guiding them every step of the way.

Position Details

• Job Title: Onboarding Specialist
• Employment Type: Full-Time
• Location: Austin, TX area (required). Hybrid: in office Tuesday and Thursday
• Schedule: Monday–Friday, 8:00 AM–5:00 PM, with a one-hour lunch break
• Compensation: $45,000 - $50,000 per year (no commission)

Our Approach to Onboarding

At Signpost AI, onboarding is more than completing tasks and following checklists. Our Onboarding Specialists take proactive ownership of the customer journey, building relationships, anticipating challenges, and confidently guiding customers toward successful outcomes.

We value individuals who can think independently, communicate persuasively, and approach every customer interaction with both empathy and purpose. The ideal specialist doesn’t simply respond to customer needs, they anticipate them, provide solutions, and take personal responsibility for moving the onboarding process forward.

Join Signpost AI

If you’re a strong communicator who enjoys helping people, solving problems, and taking ownership of your work, we’d love to hear from you.