Onboarding Specialist

SingleOps; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

SingleOps is seeking an Onboarding Specialist to lead the onboarding experience for new clients, ensuring their success from day one. This role involves building relationships, conducting personalized training sessions, and addressing client needs in a dynamic SaaS environment. Candidates should possess excellent communication skills, three years of experience in a SaaS setting, and a client-first mindset. This position offers competitive compensation and benefits, including unlimited Paid Time Off and professional development opportunities.

Benefits

Comprehensive Health, Dental, and Vision Plans

401K Matching

Professional Development Stipend

Unlimited Paid Time Off

Company-wide holiday shutdown

Qualifications

• 3+ years in a SaaS environment, ideally in a customer-facing role.
• Spanish language proficiency preferred.
• Ability to travel within Canada and the U.S.

Responsibilities

• Serve as primary contact for new clients for 90 days onboarding.
• Conduct virtual training sessions and maintain accurate records.
• Proactively identify client needs and address roadblocks.

Skills

Exceptional Communication

Interpersonal Skills

Problem Solving

Organizational Skills

Time Management

Multitasking

Tools

Salesforce

ChurnZero

Gainsight

HubSpot

Google Workspace

Microsoft Office Suite

Job description

With the combined strengths of SingleOps and Landscape Management Network (LMN), we lead the way in all-in-one business management solutions for the green industry. Every day, thousands of professionals in landscaping, tree care, design/build, snow removal, irrigation, and more rely on our tools to transform their business operations. From managing customer records and creating estimates to scheduling crews, processing payments, and gaining insights into real-time profitability—our software does it all. Together, our customers have processed over $4 billion in revenue, driving forward the green industry’s digital evolution.

As a team, we’re on a mission to reshape an age-old industry, and we’re looking for people who thrive on challenging and meaningful work. Our environment is highly collaborative, innovative, and supportive, with a shared commitment to having fun while making an impact. We live by our core values: We Before Me, Bias to Act, Growth Mindset, The Extra 1%, Forgiveness, and 1 Customer, 1 Team. If this resonates with you, we’d love to meet you and explore how you can help us build the future of the green industry!

Our culture and growth has been recognized with multiple awards, it’s a great time to join!

• #9 Atlanta Business Chronicle's 2024 Best Places to Work (Our second year in a row!)
• Certified Great Place to Work Canada 2024

About the Role

As our Onboarding Specialist, you are the first impression. You’re the trusted guide who transforms new clients into confident, empowered users. From day one, you play a pivotal role in shaping the client experience - ensuring their first 90 days are seamless and set a strong foundation for long-term success.

This is more than a support role - it’s a high-impact opportunity to build relationships, drive meaningful value, and directly influence client satisfaction and retention. Through personalized onboarding, clear communication, and attention to detail, you help our customers unlock the full potential of our platform.

Key Responsibilities

• Serve as the primary point of contact for new clients throughout their first 90 days of onboarding.
• Build strong initial relationships that set the tone for long-term client success and satisfaction.
• You’ll guide new customers through the onboarding process, creating a positive and confident start to their journey with our platform.
• Conduct virtual one-on-one training sessions to educate and empower clients on using our platform and services effectively.
• Deliver personalized, hands-on training that helps clients understand not just how to use the platform, but how to apply it to their specific business needs.
• These sessions build confidence, drive early product adoption, and lay the foundation for long-term success by showing clients how to achieve real value from day one.
• Identify client needs, track progress, and proactively address potential roadblocks to ensure long-term success.
• Take a consultative approach to problem-solving by anticipating challenges and offering solutions before they become issues.
• Your proactive support helps reduce churn and boosts customer satisfaction and loyalty.
• Maintain accurate client records and documentation across platforms.
• Ensure all client interactions and milestones are properly documented for cross-functional visibility.
• Accurate records support a consistent experience across teams and help drive data-informed decisions.

Qualifications

• 3+ Years in a SaaS Environment:
  Demonstrated experience working within a Software-as-a-Service (SaaS) company, ideally in a customer-facing role. You understand the recurring revenue model, product lifecycle, and the importance of customer retention and satisfaction in a subscription-based business.
• Exceptional Communication and Interpersonal Skills, with a Client-First Mindset:
  You’re a natural communicator, comfortable leading conversations with new clients and aligning internal teams. You can simplify complex ideas, actively listen, and build trust quickly with diverse customer personas.
• Strong Organizational and Time Management Skills:
  You excel at managing multiple onboarding projects and timelines simultaneously. You’re able to prioritize effectively, stay detail-oriented, and ensure a seamless onboarding experience without sacrificing quality.
• Experience with CRM/Customer Success Tools (Preferred):
  Familiarity with tools like Salesforce, ChurnZero, Gainsight, or HubSpot is advantageous. Additional proficiency in Google Workspace and Microsoft Office Suite. You know how to track customer engagement, flag potential churn risks, and keep client records and interactions up to date.
• Ability to Multitask and Succeed in a Fast-Paced, Client-Focused Environment:
  You thrive under pressure and are adaptable to changing priorities. You're confident navigating ambiguity and can manage shifting client needs while staying solutions-focused.
• Spanish Language Proficiency is preferred.
• Candidates located in or able to work standard business hours in the Pacific Time Zone (PST) are strongly preferred.
• Ability to Travel Within Canada and the U.S.

SingleOps does not sponsor work authorization needs; candidates must have proper work authorization to work for any employer in the United States, without sponsorship from the company.

Reasons why you would love it here!

• Join an incredible team culture that’s all about collaboration, support, and having fun while making a real impact every day.
• We prioritize your well-being with comprehensive health, dental, and vision plans for you and your family.
• 401K Matching!
• We also offer additional options for HSA (with employer contribution!), FSA, Dependent Care FSA, short-term/long-term disability, life insurance, legal assistance, and much more!
• With a $1,000 annual professional development stipend, we invest in your growth through conferences, courses, or any tools that help you advance.
• Enjoy a great work-life balance with unlimited Paid Time Off, paid company holidays, and a company-wide shutdown from Dec 24 - Jan 1 for a well-deserved holiday break.

SingleOps is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

SingleOps participates in the federal eVerify program.

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