Onboarding Specialist

Workwize; United States; Hybrid; USD 60,000 - 80,000; Full time

Job summary

Join a fast-growing SaaS platform as an Onboarding Specialist, where you'll manage the onboarding journey for new clients, ensuring they effectively utilize the platform. Ideal candidates will have a background in IT or SaaS, strong communication skills, and a knack for project management. Work in a vibrant, entrepreneurial environment with flexibility and opportunities for growth.

Benefits

Flexibility to work in a hybrid environment

Daily lunch provided at the office

Weekly team lunches

Monthly surprise events

Qualifications

• 2+ years in onboarding, implementation, or customer success.
• Familiarity with IT infrastructure and SaaS platforms.

Responsibilities

• Deliver engaging training sessions for new clients.
• Lead technical onboarding and configuration of new client accounts.
• Act as a liaison between clients and internal teams.

Skills

Communication

Problem Solver

Time Management

Education

2+ years in onboarding or customer success

Tools

HubSpot

Notion

Slack

Monday.com

Asana

Job description

Workwize is a fast-growing SaaS platform revolutionizing how companies manage and support their distributed workforces. We streamline the entire lifecycle of remote work equipment, making it effortless for organizations to onboard, support, and offboard employees anywhere in the world.

We’re on the lookout for a technically adept and client-focused Onboarding Specialist to join our Customer Success team and play a key role in delivering seamless onboarding experiences for our clients.

Role Overview

As an Onboarding Specialist at Workwize, you will own the onboarding journey for new clients from post-sale through successful implementation. You'll act as the main point of contact during the first 30–60 days of the customer lifecycle, ensuring clients are not only up and running on our platform but fully empowered to use it effectively.

This role requires strong technical acumen, excellent time and project management skills, and outstanding communication abilities. Ideal candidates will have a background in IT infrastructure or SaaS environments and be confident in managing multiple onboarding projects simultaneously while collaborating closely with our Sales, Product, and Technical teams.

Key Responsibilities

Client Training & Product Enablement

• Deliver engaging, tailored training sessions for new clients to ensure strong product adoption.
• Educate users on platform features, integrations, and best practices.

Account Setup & Implementation

• Lead technical onboarding and configuration of new client accounts.
• Collaborate with the Technical team to troubleshoot and resolve setup issues.

Primary Point of Contact (First 30–60 Days)

• Serve as the trusted advisor for new clients during onboarding.
• Proactively manage communication, support needs, and milestones.

Cross-Team Collaboration

• Act as a liaison between clients and internal Product, Technical, and Sales teams.
• Capture client feedback and share insights to help shape platform improvements.

Strategic Product Consultation

• Provide consultative guidance to align platform use with clients' operational and strategic goals.
• Recommend configurations, integrations, and workflows tailored to client needs.

Handover & Continuity

• Ensure a seamless handoff to the Customer Success Manager upon onboarding completion.
• Document key account insights, usage trends, and any unique client considerations.

Process Improvement & Automation

• Drive initiatives to optimize, automate, and scale onboarding processes.
• Identify and implement best practices to boost client satisfaction and efficiency.

What We’re Looking For

• Experience: 2+ years in onboarding, implementation, customer success, or a technical account management role within a SaaS or tech company.
• Technical Fluency: Familiarity with IT infrastructure, SaaS platforms, APIs, and software integrations. Able to understand technical client environments and requirements.
• Time Management: Highly organized, capable of juggling multiple onboarding projects with competing deadlines.
• Communication: Exceptional interpersonal and communication skills—clear, empathetic, and confident with both technical and non-technical stakeholders.
• Presentation Skills: Comfortable leading client-facing demos, training sessions, and status calls.
• Problem Solver: Able to think critically, troubleshoot effectively, and deliver practical solutions quickly.
• Process Mindset: Experience owning or contributing to onboarding processes, workflow optimization, and internal tooling improvements.
• Team Player: Collaborative attitude with a desire to contribute to a high-performing, fast-paced Customer Success team.

Bonus Points For

• Experience with tools like HubSpot, Notion, Slack, and project management platforms such as Monday.com or Asana .
• Prior background as an IT manager, system administrator, or similar tech-heavy role.
• Familiarity with remote-first or distributed company environments.

Our Team:

Join Workwize and make an impact! We're revolutionizing the way we work and care deeply about our employees' growth and satisfaction. Our diverse team of ambitious professionals, including entrepreneurs, operational specialists, developers, and sales experts, constantly seeks original ideas to reach more consumers and provide top-notch value to our customers. At Workwize, we celebrate individual expression, valuing diverse perspectives and encouraging creativity. We believe in having a great time along the way, fostering a positive and enjoyable work environment. Come unleash your potential with us!

Workwize offers:

• A position in a fast-growing, and dynamic environment.
• Flexibility to work in a hybrid environment, balancing office and home settings.
• The best working setup, with all necessary tools and equipment provided.
• Enjoy daily lunch provided at the office.
• A vibrant, entrepreneurial work environment that encourages innovation and growth.
• Weekly team lunches and monthly surprise events to build team spirit and have fun along the way.