Onboarding Specialist

Alivo; South Portland (ME); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Employee equity

401(k)

Unlimited paid time off

Paid sick time

Job summary

Alivo is seeking a highly driven Onboarding Specialist to guide new customers through their first 90 days, ensuring fast go-live, strong product adoption, and long-term success. You'll own the kickoff through go-live, train day-to-day users, remove blockers, and collaborate with support and product teams to accelerate activation.

This role demands clear communication and a customer-obsessed mindset. Based in the United States, you will coordinate across teams, deliver live training sessions, and

Qualifications

• 2+ years in Customer Success, Onboarding, or Implementation roles with SaaS experience.
• Ability to manage multiple onboarding timelines simultaneously.
• Ability to simplify complex concepts and train non-technical users.
• Experience with AI-powered products or automation tools.
• Background in CRM tools, including HubSpot.
• Experience presenting to customer owners or operators, guiding go-live conversations.
• Excellent business-fluent English communication, both verbal and written.

Responsibilities

• Own the First 90 Days of the Customer Journey and onboarding.
• Lead kickoff calls and guide customers through onboarding steps.
• Ensure accounts are fully set up, configured, and ready to go live.
• Deliver live training sessions and create helpful resources.
• Drive activation, adoption, and early wins.
• Collaborate cross-functionally with Support and Product.

Skills

Customer Success

Project management

Training

AI tools

HubSpot

Data setup

Presentation

Communication (English)

Education

Bachelor’s degree

Tools

HubSpot CRM

Job description

We are looking for a highly driven, customer-obsessed Onboarding Specialist to guide new customers through their first 90 days of implementing Alivo, ensuring a fast, seamless onboarding experience, strong product adoption, and long-term success.

This role is critical to our growth. You will be the first impression after a customer signs, owning the relationship from kickoff through go-live and into the first 90 days of using Alivo. Your success will be measured by how quickly customers get live, how effectively they adopt the platform, and how well they retain.

If you thrive in fast-paced environments, love teaching customers, and are excited about working with AI-powered products, this role is for you.

What You’ll Do

• Own the First 90 Days of the Customer Journey

  • Handle account setup tailored to unique customer needs
  • Train day-to-day users on how to use Alivo effectively
  • Act as the primary point of contact for new customers from onboarding to 90-days post go-live

• Drive Fast, Efficient Onboarding

  • Lead kickoff calls and guide customers through onboarding steps
  • Ensure accounts are fully set up, configured, and ready to go live
  • Proactively remove blockers (technical, operational, or customer-side delays)
  • Maintain urgency and momentum to meet onboarding targets

• Train & Enable Customers

  • Deliver live training sessions and walkthroughs tailored to customer needs
  • Educate customers on best practices to maximize value
  • Create and share helpful resources (videos, guides, help desk articles)
  • Adapt training based on technical proficiencies of users

• Drive Activation & Adoption

  • Ensure customers are fully activated (integrations, workflows, usage)
  • Monitor early engagement and intervene when adoption is low
  • Guide customers to early wins

• Collaborate Cross-Functionally

  • Partner with the support team for issue resolution
  • Provide feedback to the product team on customer pain points and feature gaps
  • Ensure smooth transition to Account Manager after 90 days

What You Bring

• 2+ years in Customer Success, Onboarding, or Implementation roles with experience in SaaS products
• Proven ability to manage multiple customers and onboarding timelines simultaneously
• Strong ability to simplify complex concepts and train non-technical users
• Experience with AI-powered products or automation tools
• Background in CRM tools, including HubSpot
• Experience with customer data setup
• Experience presenting to customer owners or operators, guiding kickoff and go-live conversations, and delivering day-to-day user training
• Excellent communication skills in business-fluent English, both verbal and written
• Eligible to work in the United States and based in the United States

• Who You Are

  • Customer-obsessed and deeply curious about user behavior
  • Data-driven but capable of making decisions in imperfect conditions
  • A strong communicator who can align stakeholders around priorities
  • Comfortable balancing strategic thinking with hands-on execution
  • Highly organized with strong ownership mentality
  • Low-ego, collaborative, and focused on outcomes

• Bonus Points For

  • Bachelor’s degree in any field
  • Experience working with SMB or mid-market customers
  • Familiarity with trades or home services industries, including roofing, siding, or windows
  • Background in phone systems and third-party integrations
  • Experience creating training content (videos, guides, onboarding materials)
  • Business-fluent Spanish

• Company Sponsored Insurance Offerings

  • Health
  • Vision
  • Dental

• Long Term Financial Benefits

  • Employee equity
  • 401(k)

• Time to Recharge

  • Unlimited paid time off
  • Paid sick time