Onboarding Specialist

Workwize; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Flexible working environment

Job summary

A leading SaaS company located in New York is seeking an Onboarding Specialist to manage the onboarding journey for new clients. You will drive user adoption and ensure clients are empowered to use the platform effectively. Ideal candidates will have experience in customer success, exceptional communication skills, and the ability to manage multiple onboarding projects simultaneously. This full-time position offers a competitive salary and flexible working conditions.

Qualifications

• 2+ years in onboarding, implementation, or customer success role.
• Experience with SaaS platforms and project management tools.
• Exceptional interpersonal and communication skills.

Responsibilities

• Deliver engaging training sessions for new clients.
• Lead technical onboarding and configuration of client accounts.
• Serve as the trusted advisor for new clients during onboarding.
• Provide consultative guidance for platform use.
• Ensure seamless handoff to the Customer Success Manager.
• Optimize and automate onboarding processes.

Skills

Customer onboarding

Technical fluency

Time management

Communication

Problem solving

Presentation skills

Tools

HubSpot

Notion

Slack

Monday.com

Job description

Join to apply for the Onboarding Specialist role at Workwize

Base pay range

$70,000.00/yr - $90,000.00/yr

This range is provided by Workwize. Your actual pay will be based on your skills and experience—talk with your recruiter to learn more.

Direct message the job poster from Workwize.

Join our team as the Customer Success in the US for our fast-growing, SaaS scale‑up.

We’re expanding into North America and looking for a strategic, hands‑on Onboarding Specialist to join our CSM team. You'll work closely with our customers to drive adoption, retention, and growth—building lasting partnerships while helping shape how we do Customer Success in the US. If you're energized by ownership, impact, and scaling something from day one, we’d love to talk.

We’re on the lookout for a technically adept and client‑focused Onboarding Specialist to join our Customer Success team and play a key role in delivering seamless onboarding experiences for our clients.

At Workwize, we’re revolutionizing how businesses support their global teams.

At Workwize, we’re helping IT teams to easily equip their remote and global teams with all necessary IT equipment. Our automated SaaS platform simplifies hardware deployment, management, and retrieval with fast, reliable deliveries in 100+ countries.

With 50,000 users and 120,000 devices under management, we’re solving hybrid work challenges like laptop deliveries, returns and equipment tracking, allowing IT teams to focus less on manual hassles and more on strategic initiatives.

Join our team to help shape the future of global collaboration. At Workwize, your work will make a real impact in building smarter, more connected workplaces worldwide.

LinkedIn has also recognised Workwize as one of the Top 10 Startups for 2025 in the Netherlands!

Role Overview

As an Onboarding Specialist at Workwize, you will own the onboarding journey for new clients from post‑sale through successful implementation. You'll act as the main point of contact during the first 30–60 days of the customer lifecycle, ensuring clients are not only up and running on our platform but fully empowered to use it effectively.

This role requires strong technical acumen, excellent time and project management skills, and outstanding communication abilities. Ideal candidates will have a background in IT infrastructure or SaaS environments and be confident in managing multiple onboarding projects simultaneously while collaborating closely with our Sales, Product, Operations and Technical Teams.

Key Responsibilities

Client Training & Product Enablement

• Deliver engaging, tailored training sessions for new clients to ensure strong product adoption.
• Educate users on platform features, integrations, and best practices.

Account Setup & Implementation

• Lead technical onboarding and configuration of new client accounts.
• Collaborate with the Technical team to troubleshoot and resolve setup issues.

Primary Point of Contact (First 30–60 Days)

• Serve as the trusted advisor for new clients during onboarding.
• Proactively manage communication, support needs, and milestones.
• Act as a liaison between clients and internal Product, Technical, and Sales teams.
• Capture client feedback and share insights to help shape platform improvements.

Strategic Product Consultation

• Provide consultative guidance to align platform use with clients' operational and strategic goals.
• Recommend configurations, integrations, and workflows tailored to client needs.

Handover & Continuity

• Ensure a seamless handoff to the Customer Success Manager upon onboarding completion.
• Document key account insights, usage trends, and any unique client considerations.

Process Improvement & Automation

• Drive initiatives to optimize, automate, and scale onboarding processes.
• Identify and implement best practices to boost client satisfaction and efficiency.

What we’re looking for

• Experience: 2+ years in onboarding, implementation, customer success, or a technical account management role within a SaaS or tech company.
• Technical Fluency: Familiarity with IT infrastructure, SaaS platforms, APIs, and software integrations. Able to understand technical client environments and requirements.
• Time Management: Highly organized, capable of juggling multiple onboarding projects with competing deadlines.
• Communication: Exceptional interpersonal and communication skills—clear, empathetic, and confident with both technical and non-technical stakeholders.
• Presentation Skills: Comfortable leading client-facing demos, training sessions, and status calls.
• Problem Solver: Able to think critically, troubleshoot effectively, and deliver practical solutions quickly.
• Process Mindset: Experience owning or contributing to onboarding processes, workflow optimization, and internal tooling improvements.
• Team Player: Collaborative attitude with a desire to contribute to a high-performing, fast-paced Customer Success team.

Bonus Points For

• Experience with tools like HubSpot, Notion, Slack, and project management platforms such as Monday.com.
• Prior background as a Technical Trainer, IT/System administrator, or similar tech-heavy role.
• Familiarity with remote-first or distributed company environments.

Our Team

Join Workwize and make an impact! We're revolutionizing the way we work and care deeply about our employees' growth and satisfaction. Our diverse team of ambitious professionals, including entrepreneurs, operational specialists, developers, and sales experts, constantly seeks original ideas to reach more consumers and provide top‑notch value to our customers. At Workwize, we celebrate individual expression, valuing diverse perspectives and encouraging creativity. We believe in having a great time along the way, fostering a positive and enjoyable work environment. Come unleash your potential with us!

Workwize offers

• A position in a fast‑growing, and dynamic environment.
• Flexibility to work in a hybrid environment, balancing office and home settings.
• The best working setup, with all necessary tools and equipment provided.
• A vibrant, entrepreneurial work environment that encourages innovation and growth.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Customer Service

Industries: Technology, Information and Internet, and Software Development

Benefits: Medical insurance, Vision insurance, 401(k)

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