Onboarding Specialist – SaaS

RunLoyal; United States; Remote; USD 60,000 - 75,000; Full time

Job summary

RunLoyal, a leading SaaS platform for the pet-care industry, is hiring an Onboarding Specialist in the United States. You will guide new clients through onboarding, train via calls, webinars, and email support on best practices, and ensure a smooth transition to our platform.

You will collaborate with sales, success, and product teams to migrate data, configure accounts, and document progress. A strong focus on attention to detail, excellent written and verbal communication, and the ability to

Qualifications

• Pet industry experience (boarding, daycare, grooming, training, etc.)
• Excellent written and verbal communication skills.
• Extraordinary attention to detail and ability to track multiple client progress points.
• Strong follow-through to ensure a smooth onboarding process.
• Proficiency in Excel, Word, CRM software, and customer support platforms (e.g., Zendesk, Freshdesk).
• Ability to manage your schedule effectively and work independently.

Responsibilities

• Guide new clients through the onboarding process, ensuring a smooth transition onto our platform.
• Train clients via calls, webinars, and email support on best practices for using our software.
• Provide top-tier customer support by answering questions and troubleshooting issues.
• Collaborate with internal teams to facilitate data migration and system setup.
• Maintain detailed documentation of onboarding progress and client interactions.
• Identify workflow improvements to enhance efficiency and user experience.
• Ensure proactive follow-through to keep clients engaged and successful.

Skills

Pet industry experience

Excellent communication

Attention to detail

Multi-tasking

CRM proficiency

Independent work

Tools

Zendesk

Freshdesk

Excel

Word

Job description

Pet or related experience highly preferred

RunLoyal is a leading SaaS platform revolutionizing the pet care industry by helping pet businesses streamline their operations, increase revenue, and improve customer experiences. We are passionate about building something extraordinary and providing innovative solutions to pet care providers.

What you'll do

• Guide new clients through the onboarding process, ensuring a smooth transition onto our platform.
• Train clients via calls, webinars, and email support on best practices for using our software.
• Provide top-tier customer support by answering questions and troubleshooting issues.
• Collaborate with internal teams to facilitate data migration and system setup.
• Maintain detailed documentation of onboarding progress and client interactions.
• Identify workflow improvements to enhance efficiency and user experience.
• Ensure proactive follow-through to keep clients engaged and successful.

Must-have qualifications

• Professional experience in the pet industry (boarding, daycare, grooming, training, etc.).
• Excellent written and verbal communication skills.
• Extraordinary attention to detail and ability to track multiple client progress points.
• Strong follow-through to ensure a smooth and complete onboarding process.
• Proficiency in Excel, Word, CRM software, and customer support platforms (e.g., Zendesk, Freshdesk).
• Ability to manage your schedule effectively and work independently.

Nice-to-have qualifications

• Experience as an Onboarding Specialist.
• Experience working at a SaaS company.
• Ability to identify workflow enhancements for improved efficiency.
• Strong problem-solving skills to troubleshoot issues during onboarding.
• Passion for pets!

What we value

• Customer Commitment – We go the extra mile to ensure our clients are satisfied.
• Attention to Detail – Excellence is in the details, and we prioritize quality in everything we do.
• Passion for Pets – We love pets and the businesses that care for them.
• Collaboration & Trust – We create an environment of authenticity, empathy, and accountability.
• Fearlessness & Ownership – We challenge assumptions, embrace learning, and take initiative.
• Competitive salary and benefits package.
• This is an opportunity to work with cutting-edge technology in a growing company.
• Fast-paced, dynamic work environment with room for career growth.
• Be part of a team passionate about transforming the pet care industry.

RunLoyal is an equal opportunity employer, and we value diversity at our company. We don't discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.