Onboarding Specialist

Genius AI; United States; Hybrid; USD 60,000 - 72,000; Full time

Benefits offered by this job

Flexible PTO

Health & dental insurance

Parental leave

Retirement plan

Learning stipend

Home office support

Team bonding events

Job summary

Genius AI seeks an Onboarding Specialist to guide high-revenue customers through a seamless onboarding journey from kickoff to activation. You will partner with Account Executives and work across Sales, RevOps, Product, and Support to ensure a smooth implementation and strong time-to-value.

You will manage multiple onboardings, handle data transfers and configuration, and keep customers fully activated by the end of the period. Hybrid-friendly, remote in the US.

Qualifications

• 1-2+ years in onboarding, implementation or customer-facing roles.
• Experience supporting SaaS onboarding and post-sale success.
• Excellent communication and organizational skills.

Responsibilities

• Own end-to-end onboarding for high-revenue accounts with Sales handoffs.
• Lead data transfer, payments setup, website/configuration, and user onboarding.
• Serve as primary contact, manage timelines and risks, and document progress.
• Share feedback with Sales, Product, and Customer Experience teams to improve processes.

Skills

Onboarding experience

Customer success

Project coordination

Cross-functional collaboration

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 …

Personal Information: Notice at Collection for Employees and Applicants

Agency Submissions. If a resume or applicant is submitted to Genius AI by a third party without a signed search agreement in place, it will become the property of Genius AI and no fee will be paid, irrespective of whether the candidate is hired.

Genius AI may use automated tools, including artificial intelligence and machine learning systems (AI Tools), to assist in evaluating applicants’ qualifications and fitness for the position. These AI Tools may be used alongside human review during one or more stages of the recruiting process, including application screening, skills assessments, and interviewing. No final hiring decision will be made solely by AI Tools without human oversight.

Compensation Range: $60K - $72K