Onboarding Specialist

Genius AI (HearstLab); United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Flexible PTO

Health insurance

Parental leave

Retirement plan

Professional development stipend

Home office support

Team bonding events

Job summary

Genius AI is seeking an Onboarding Specialist to guide high-revenue customers from initial setup through full activation on our platform. You will partner closely with Account Executives to ensure a smooth handoff from Sales to Onboarding and manage the end-to-end journey for a portfolio of high-value accounts.

You will conduct tailored onboarding sessions, manage data transfers and configuration tasks, and proactively address risks.

Qualifications

• 1–2+ years in onboarding/implementation/customer-facing roles (SaaS preferred).
• Ability to manage multiple onboarding engagements with high quality and satisfaction.
• Strong collaboration with Sales and cross-functional teams.

Responsibilities

• Partner with Account Executives to onboard high-revenue prospects and newly closed accounts.
• Own end-to-end onboarding, including data transfer, payments setup, configuration, and permissions.
• Serve as primary onboarding contact, managing timelines, expectations, and risks.
• Conduct onboarding calls and product walkthroughs tailored to customer needs.
• Identify blockers and collaborate with internal teams to resolve issues quickly.
• Ensure customers are fully activated and confident using the platform by end of onboarding.
• Maintain documentation in CRM/onboarding tools to track progress.
• Share onboarding insights with Sales, Product, and Customer Experience teams.

Skills

Onboarding

SaaS experience

Customer success

CRM tools

Data migration

Cross-functional collaboration

Tools

HubSpot

Salesforce

Job description

Genius AI is seeking an Onboarding Specialist to help high-revenue prospective customers successfully transition onto our platform. 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.

Responsibilities will include:

• 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, and 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

You’re a great fit if you:

• Have 1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred)
• Can manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction
• Have strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment
• Are comfortable working with technical and operational workflows such as data migration, payments setup, and system configuration
• Have excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences
• Are highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion
• Have experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools)

Total Compensation and Benefits

• Flexible PTO
• Competitive health and dental insurance options, with premiums covered by Genius AI
• Generous, fully‑paid parental leave policy
• Retirement Savings Plan
• Professional development stipend for approved learning and educational‑related expenses
• Home office support
• Team bonding opportunities, including in-person gatherings throughout the year

Genius AI is committed to creating a workplace where all employees feel supported and empowered to do their best work. Genius AI is proud to be an Equal Opportunity and Affiliated Action Employer.