Onboarding Specialist (Remote - US)

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

Job summary

A leading company in the SaaS sector is seeking an Onboarding Specialist to enhance customer experience during onboarding. This fully remote role involves guiding clients through their learning journey, ensuring seamless transitions between teams, and optimizing their initial software experience. Ideal candidates will have a strong customer support background in SaaS, excellent communication skills, and a knack for organization.

Benefits

Comprehensive medical, dental, and vision coverage

Generous PTO including 20 days off and 12 paid holidays

401(k) with company matching

Fully remote role with provided equipment

Qualifications

• 1+ years of experience in SaaS CRM onboarding or customer support.
• Strong organizational skills and ability to manage multiple tasks.
• Excellent communication skills, both verbal and written.

Responsibilities

• Guide customers through the onboarding process as the main contact.
• Conduct 1:1 virtual sessions to ensure understanding of software features.
• Manage onboarding progress, track deliverables, and address any issues.

Skills

Customer Experience

Organizational Skills

Technical Aptitude

Communication Skills

Excel Proficiency

Job description

This position is posted by Jobgether on behalf of Bloomerang. We are currently looking for an Onboarding Specialist in the United States.

If you're passionate about delivering a world-class customer experience and helping clients make the most of powerful SaaS tools, this opportunity is for you. As an Onboarding Specialist, you’ll serve as a trusted guide during the onboarding process, helping customers successfully navigate their learning journey and unlock the full value of their software. You'll manage multiple accounts simultaneously, collaborate across teams, and contribute directly to the customer’s long-term success and satisfaction in a fully remote, mission-driven environment.

Accountabilities:

• Guide customers through the “Getting Started Journey,” acting as the primary point of contact for onboarding support.
• Conduct 1:1 virtual follow-up sessions to ensure customers understand the training content and software features.
• Ensure smooth transitions between onboarding and other internal teams, such as Support or Customer Success.
• Help customers identify the immediate value of their purchased platform(s) and optimize their early experience.
• Track onboarding progress, manage deliverables, and proactively address any roadblocks to customer success.
• Work cross-functionally to keep stakeholders informed and aligned on timelines and goals.

• 1+ years of experience in SaaS CRM onboarding, training, or customer support (internships or contract work count).
• Comfortable being the main liaison between internal and external stakeholders, ensuring project accountability.
• Excellent organizational skills and the ability to manage multiple tasks and priorities in a deadline-driven environment.
• Strong technical aptitude and the ability to learn new platforms quickly.
• Excellent verbal and written communication skills.
• Proficiency with Excel for reviewing and troubleshooting customer data imports.

Nice to Have:

• Understanding of data migration processes.
• Experience supporting nonprofit organizations or nonprofit CRM platforms.
• Familiarity with Bloomerang products or similar SaaS solutions.
• 1+ years of project management experience related to customer onboarding.

• Healthcare: Comprehensive medical, dental, and vision coverage plus 24/7 access to virtual healthcare via HealthiestYou.
• Time Off: Generous PTO including 20 days off, 3 flex days, 4 optional volunteer days, 12 paid holidays, and parental leave.
• 401(k): Competitive retirement savings plan with company matching.
• Remote Work: Fully remote role with equipment shipped directly to you. Indianapolis-based employees may choose to work from HQ.
• Compensation: $40,000 – $55,000 salary range based on experience, plus potential discretionary bonus.
• Equity & Compliance: No visa sponsorship or relocation assistance currently offered. Employment contingent on legal authorization and a background check.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.

Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
It compares your profile to the job’s core requirements and past success factors to determine your match score.
Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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