Onboarding Specialist

Livily LLC; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Livily LLC, a remote-first onboarding specialist role, guides corporate clients and property managers through setup, profiles, and compliance on Livily’s platform. You’ll train users, run virtual walkthroughs, and ensure data accuracy to support a strong initial adoption.

Collaborating with sales, customer success and product teams, you will monitor progress, gather feedback, and identify opportunities to improve onboarding workflows for long-term customer success.

Qualifications

• Experience in customer onboarding or client onboarding, ideally in SaaS, travel, or hospitality.
• Strong interpersonal and communication skills to explain processes clearly.
• Analytical skills to interpret onboarding data, track progress, identify bottlenecks, and propose improvements.
• Ability to manage multiple onboarding projects remotely and meet deadlines.
• Previous experience in corporate travel, property management, hospitality, or related fields is beneficial.

Responsibilities

• Guide new corporate clients and property managers through Livily’s onboarding process.
• Coordinate account setup, profiles and preferences, ensuring data accuracy and compliance.
• Provide platform training and conduct virtual walkthroughs for smooth adoption.
• Collaborate with sales, customer success and product teams to gather feedback and refine onboarding workflows.
• Monitor onboarding progress and generate status updates to set up long-term success.

Skills

Interpersonal skills

Onboarding experience

SaaS knowledge

Analytical skills

Multitasking

Remote collaboration

Detail-oriented

Education

Associate or Bachelor's degree in business, communications, hospitality, or related field

Tools

CRM/onboarding platforms

Data-entry tools

Job description

Company Description

Livily LLC is the world’s first corporate online travel agency (OTA) dedicated to business-class vacation rentals, connecting professionally managed homes directly into the global corporate travel ecosystem. The company helps corporations secure fully compliant accommodations with built-in duty-of-care, verified professional operators, streamlined reporting, and centralized billing. Property managers gain access to global corporate demand, including exposure within major platforms such as Amex GBT, CWT, and Egencia, leading to higher-value, longer-stay bookings. By making compliant vacation rentals bookable like hotels, Livily unlocks a significant new opportunity in corporate travel and creates value for both corporate travelers and property managers.

Role Description

The Onboarding Specialist role is a full-time remote position responsible for guiding new corporate clients and property managers through the onboarding process into Livily’s platform. This role includes coordinating account setup, configuring profiles and preferences, and ensuring data accuracy and compliance with corporate travel standards. The Onboarding Specialist will conduct virtual walkthroughs, provide training on platform features, and address questions to ensure a smooth transition and strong initial adoption. They will collaborate closely with sales, customer success, and product teams to gather feedback, refine onboarding workflows, and proactively identify opportunities to improve the client experience. Ongoing responsibilities include monitoring onboarding progress, generating status updates, and ensuring that new clients are set up for long-term success with Livily’s solutions.

Qualifications

• Strong interpersonal and communication skills to build trust, explain processes clearly, and work effectively with diverse stakeholders.
• Experience in customer onboarding or client onboarding, ideally in SaaS, travel, or hospitality, with a focus on structured implementation processes.
• Analytical skills to interpret onboarding data, track progress, identify bottlenecks, and propose process improvements.
• Ability to manage multiple onboarding projects simultaneously, prioritize tasks, and meet deadlines in a remote work environment.
• Comfort with online collaboration tools, CRM or onboarding platforms, and basic data-entry and documentation practices.
• Detail-oriented mindset with a commitment to accuracy, compliance, and quality in all client setup activities.
• Previous experience in corporate travel, property management, hospitality, or related fields is beneficial.
• Associate or bachelor’s degree in business, communications, hospitality, or a related discipline, or equivalent practical experience.