Onboarding Specialist

Genius.AI LLC.; Northern (KY); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Flexible PTO

Competitive health & dental insurance

Generous parental leave

Retirement Savings Plan

Professional Development stipend

Home office support

Team Bonding opportunities

Job summary

Genius AI LLC is seeking an Onboarding Specialist to lead the end-to-end onboarding journey for high-value accounts. You will partner with Account Executives to guide customers through data transfer, payments setup, and platform configuration, becoming a trusted advisor during implementation.

Based remotely in the United States with NYC/SF hybrid expectations, you will manage timelines, risks, and customer success while collaborating with Sales, RevOps, Product, and Support teams.

Qualifications

• 1-2+ years in onboarding, implementation, customer success, or related role (SaaS experience preferred).
• Proven ability to manage multiple onboarding engagements while maintaining high quality and satisfaction.
• Strong collaboration with Sales teams, especially Account Executives.
• Comfort working with data migration, payments setup, and system configuration.
• Excellent communication to explain complex concepts to technical and non-technical audiences.
• Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion.
• Experience with CRM and onboarding tools (HubSpot, Salesforce).

Responsibilities

• Partner with Account Executives to onboard high-revenue accounts from Sales to Onboarding.
• Own end-to-end onboarding process and guide customers through milestones: data transfer, payments setup, website/configuration, and team onboarding.
• Serve as primary contact during onboarding, manage timelines, expectations, and risks.
• Conduct onboarding calls and product walkthroughs tailored to customer needs.
• Identify blockers and collaborate with internal teams to resolve issues quickly.
• Ensure customers are fully activated and using the platform by the end of onboarding.
• Document progress in CRM/onboarding tools and share insights with Sales and Product teams.

Skills

Onboarding

Customer success

SaaS

Account coordination

CRM tools

Tools

HubSpot

Salesforce

Job description

About Genius AI

Genius AI is building technology to help local businesses run themselves. Genius AI products do the admin work that keeps practitioners from the work they love and the people they serve. From GlossGenius to Reception, its products work 24/7 on busywork like booking, marketing, client management, finances, staff and inventory management, and more.

Genius AI technology has saved businesses 106M in admin hours, earned them $2.0B in additional revenue, and facilitated more than 624M client touch points.

About the Role

As an Onboarding Specialist, you will play a critical role in helping high-revenue prospective customers successfully transition onto our platform. Sitting adjacent to the Sales team, you will partner closely with Account Executives to guide new customers through a smooth, efficient, and value-driven onboarding experience that sets them up for long-term success.You will own the end-to-end onboarding journey for a portfolio of high-value accounts, acting as a trusted advisor throughout the implementation process.

You will report to the Manager, Customer Success and work closely with Sales, RevOps, Product, and Support teams. You can be based remotely anywhere in the United States. For candidates in NYC or SF, you will operate in a hybrid environment. We default to being in-office 3-4 days per week with required attendance on Tuesdays and Thursdays.

What You’ll Do

• Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding

• Own and manage the end-to-end onboarding process, guiding customers through key milestones including:

  • Data transfer and migration

  • Payments and financial setup

  • Website and online booking configuration

  • Team member onboarding and permissions

  • Enablement of advanced product features

• Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks

• Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity

• Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently

• Ensure customers are fully activated and confident using the platform by the end of the onboarding period

• Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes

• Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes

What We’re Looking For

• 1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred)

• Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction

• Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment

• Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration

• Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences

• Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion

• Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools)

Benefits & Perks

• Flexible PTO

• Competitive health & dental insurance options, with premiums covered by GG

• Generous, fully-paid parental leave policy

• Retirement Savings Plan

• Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses

• Home office support

• Team Bonding opportunities - as a distributed team, being able to build meaningful bonds both virtually and in person is incredibly important to us! We are constantly evaluating how we accomplish this and currently, teams are given opportunities to gather in person throughout the year

At Genius AI, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. Genius AI is proud to be an Equal Opportunity and Affir…

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