Onsite Client Onboarding Specialist & Ops Lead

TechnologyLab, LLC; Nashville (TN); On-site; USD 65,000 - 95,000; Full time

Job summary

TechnologyLab, LLC is seeking a Client Onboarding Engineer in Nashville, in office. You will own the new-client experience from initial assessment through service handover, coordinating on-site delivery and documenting processes for the service desk.

You will lead onboarding, discovery, and standard assessments, ensuring accurate environment documentation, device provisioning, and end-user workflows. Travel to client sites will be required as needed.

Qualifications

• 3+ years in technical support, service desk, or IT project delivery with hands-on capability.
• Working knowledge of SMB or K-12 environments: networking, Microsoft 365 / Google Workspace identity, endpoint management
• Practical endpoint and device management experience and the judgment to distinguish a configuration problem from a data problem
• Strong written and verbal communication: clear technical explanations for non-technical audiences, documentation for others
• Comfortable leading client-facing meetings and holding a scope boundary
• Willingness to travel for on-site client engagements

Responsibilities

• Own each onboarding end-to-end: welcome call through service handover
• Set and hold scope expectations with the client from day one
• Track and escalated external dependencies - vendor approvals, credential handover, outgoing-provider access
• Run on-site and remote discovery of the client's environment, pain points, and operational workflows
• Build environment documentation in real time: network diagrams, credential records, site detail, and process notes
• Coordinate with outgoing IT providers to ensure continuity and close documentation gaps
• Starting from the initial assessment, extend the evaluation into day-to-day operations: user provisioning, device lifecycle, roster management, printing, and end-user workflows
• Deliver the completed assessment and supporting evidence to the architecture team for long-term roadmap development
• Plan and execute on-site engagements - device counts, staffing, imaging approach, and staged prerequisites
• Direct on-site technicians and contractors - assign work, check quality, keep the schedule
• Verify all in-scope devices are enrolled in management before leaving site
• Lead the service desk handover briefing - environment specifics, known issues, deliberate exceptions, recurring patterns
• Deliver end-user training and set support expectations
• Serve as escalation bridge through the first support period after go-live
• Brief the account team on decision makers, communication preferences, and commitments made during onboarding

Skills

Client onboarding

Technical support

MS 365 / Google Workspace

Endpoint management

Documentation

Communication

Willingness to travel

Tools

Intune

Jamf

Addigy

Mosyle

Google Admin

PSA tools

Job description

TechnologyLab, LLC is seeking a Client Onboarding Engineer in Nashville, in office. You will own the new-client experience from initial assessment through service handover, coordinating on-site delivery and documenting processes for the service desk.

You will lead onboarding, discovery, and standard assessments, ensuring accurate environment documentation, device provisioning, and end-user workflows. Travel to client sites will be required as needed.