Onboarding Specialist

Trade Agent; Fort Collins (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Trade Agent, a AI-native construction software platform, seeks an Onboarding Specialist in Fort Collins, CO. You will guide new customers from setup to full adoption, configure accounts, map workflows, and coordinate training sessions.

The role requires strong customer onboarding, interpersonal and analytical skills, with experience in SaaS onboarding within construction or project management software. You will work hybrid?

Qualifications

• Customer Onboarding and Client Onboarding skills to lead new users through setup, training, and adoption.
• Excellent Interpersonal Skills and Communication skills to build trust, explain complex workflows clearly, and collaborate with diverse stakeholders.
• Solid Analytical Skills to understand customer operations, interpret data and workflows, and configure the platform to fit business needs.
• Experience in SaaS onboarding, implementation, or customer success, ideally within construction, project management, or financial software environments.
• Ability to work on-site in Fort Collins, CO, manage multiple onboarding projects concurrently, and maintain organized documentation and timelines.
• Comfort with learning new software tools, analyzing processes, and recommending workflow improvements to customers.
• Preferred: Background in construction operations, estimating, or project administration, and experience working with builders, remodelers, or subcontractors.
• Preferred: Associate or bachelor’s degree in Business, Construction Management, Information Systems, or a related field, or equivalent practical experience.

Responsibilities

• Guide new customers through adoption of Trade Agent’s platform from setup to full adoption.
• Configure accounts and map existing workflows to the software.
• Coordinate training sessions and conduct onboarding calls and demos.
• Migrate data and ensure data accuracy for onboarding.
• Collaborate with product and support teams to improve onboarding experience.
• Document customer requirements and track onboarding timelines.
• Ensure new customers realize operational value quickly.

Skills

Customer Onboarding

Client Onboarding

Interpersonal Skills

Communication

Analytical Skills

SaaS onboarding

Training

Documentation

Education

Associate or bachelor’s degree in Business, Construction Management, Information Systems, or a related field

Job description

Company Description

Trade Agent is a AI-native construction software platform designed to actively run back-office operations rather than simply store project documents. The system automates key tasks such as reading vendor bills, assigning cost codes, matching expenses to budgets, and flagging discrepancies before teams start their day. It unifies estimating, budgeting, P&L tracking, client selections, purchase orders, site documentation, and draw creation in a single workflow and data set. By connecting estimates directly to financial automation, Trade Agent identifies issues that other tools miss and reduces manual effort for construction professionals. The platform is built specifically for custom builders, remodelers, and their subcontractors managing $5M–$50M in annual volume.

Role Description

The Onboarding Specialist is a full-time, hybrid role based in Fort Collins, CO, responsible for guiding new customers through the adoption of Trade Agent’s platform. This role manages the onboarding process from initial setup to full adoption, including configuring accounts, mapping existing workflows into the software, and coordinating training sessions. The Onboarding Specialist will work closely with customers to understand their business processes, ensure data is accurately migrated, and help them leverage key features for estimating, billing, budgeting, and project management. Day-to-day activities include conducting onboarding calls and demos, documenting customer requirements, troubleshooting early-stage issues, and collaborating with product and support teams to improve the onboarding experience. Success in this role means new customers are set up efficiently, feel confident using the platform, and quickly realize operational value.

Qualifications

• Candidates should possess strong Customer Onboarding and Client Onboarding skills to lead new users through setup, training, and adoption.
• Candidates should possess excellent Interpersonal Skills and Communication skills to build trust, explain complex workflows clearly, and collaborate with diverse stakeholders.
• Candidates should possess solid Analytical Skills to understand customer operations, interpret data and workflows, and configure the platform to fit business needs.
• Experience in SaaS onboarding, implementation, or customer success, ideally within construction, project management, or financial software environments.
• Ability to work on-site in Fort Collins, CO, manage multiple onboarding projects concurrently, and maintain organized documentation and timelines.
• Comfort with learning new software tools, analyzing processes, and recommending workflow improvements to customers.
• Preferred: Background in construction operations, estimating, or project administration, and experience working with builders, remodelers, or subcontractors.
• Preferred: Associate or bachelor’s degree in Business, Construction Management, Information Systems, or a related field, or equivalent practical experience.