Onboarding Specialist

Bloomerang; United States; Remote; USD 40,000 - 55,000; Full time

Job summary

A nonprofit software solutions provider is seeking an Onboarding Specialist to manage customer onboarding through virtual sessions and project management. This fully remote position requires strong communication skills and experience in SaaS environments. Benefits include competitive PTO, health insurance, and a salary range of $40,000 - $55,000, depending on experience.

Benefits

Generous health, vision, and dental insurance

Competitive PTO package

401(k) match

Remote work equipment provided

Qualifications

• 1+ years of experience in SaaS CRM onboarding and training.
• Strong communication skills for customer-facing interactions.
• Ability to manage multiple projects effectively.

Responsibilities

• Manage customers’ Getting Started Journey.
• Conduct 1:1 virtual follow-up sessions with customers.
• Act as a point of contact throughout the onboarding process.

Skills

Technical proficiency

Strong organization

Excellent written communication

Customer support experience

Tools

Excel

Job description

Overview

At Bloomerang, we believe change happens on purpose. We champion the power and potential of nonprofits, igniting next-level impact with the team and technology built for purpose. Our platform helps tens of thousands of nonprofits raise more, recruit more, and retain more, fueling maximum impact. We are committed to creating thriving employees and a mission-driven culture built on our core values of Simplify, Care and Act.

Join a culture that values innovation and skilled professionals, and feel invigorated and unstoppable with us.

The Role

As an Onboarding Specialist, you will provide 1:1 virtual follow-ups with customers as they learn to use their purchased products through the Learning Management System. You will manage multiple projects and ensure on-time deliverables while guiding internal teams and customers through the Getting Started Journey. Strong communication skills and a comfort with customer-facing work are essential.

What You Will Do

• Manage the customers’ Getting Started Journey.
• Own the 1:1 virtual follow-up sessions to ensure understanding of learning content.
• Assist customers with recognizing value in their purchased platform(s).
• Act as a point of contact throughout the Customer Getting Started Journey.
• Manage customer hand-offs between internal Bloomerang teams.

What You Need to Succeed

• 1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment with a strong focus on onboarding best practices
• Comfort serving as the primary contact between internal and external stakeholders to ensure deliverables are met
• Strong organization and prioritization skills to meet deadlines and goals
• Technical proficiency and ability to quickly learn and understand new software products and concepts
• Excellent written and verbal communication skills
• Skilled in using Excel for reviewing and troubleshooting customer data import files

Nice to Have (Not Required)

• Foundational understanding of data migration processes
• 1+ years of project management experience with SaaS customer onboarding
• Experience with Bloomerang products
• Experience supporting non-profit organizations
• Experience supporting non-profit CRM solutions

Perks & Benefits

Health + Wellness: Generous health, vision, and dental insurance options plus HealthiestYou for 24/7 confidential access to quality doctors.

Time Off: Competitive PTO package including 20 PTO days, 3 flex days, 4 optional volunteer days, 12 paid holidays, and paid parental leave.

401(k): 401(k) match to help invest in your future.

Equipment: Everything you need to be successful shipped to your door.

Compensation: Salary range of $40,000 - $55,000, with potential discretionary bonus. Actual compensation depends on skills, experience, qualifications, location, and applicable laws.

Location: Permanent, full-time, fully remote. Residents of Indianapolis, IN may work from our headquarters. Visa sponsorship and relocation assistance are not offered at this time.

Accommodations

Applicants who require accommodations may contact [e-mail] to request an accommodation in completing an application.

Equal Opportunity

Bloomerang is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.