Partner Onboarding Specialist

Apex Systems, LLC; San Francisco (CA); Hybrid; USD 96,000 - 117,000; Part time

Benefits offered by this job

Medical Insurance

401K with company match

ESPP

HSA

EAP

Training & Certification

Job summary

Everforth Apex Systems is hiring a Partner Onboarding Specialist for the San Francisco, CA area. This hybrid role focuses on guiding partner organizations through a structured onboarding process, ensuring they are productive and positioned for growth.

The role involves managing high-volume onboarding activities, utilizing Salesforce CRM, and conducting webinars to drive progress across tiers and milestones. A strong emphasis on repeatable processes and partner engagement is required.

Qualifications

• 2–5 years of direct experience in partnerships, partner enablement, onboarding, or customer success within a technology environment.

Responsibilities

• Conduct 15 to 20 onboarding sessions weekly with newly referred partner organizations to explain program tiers, requirements, and benefits.
• Host recurring webinars to welcome new members and guide upgraded organizations on advanced program milestones, including certification and service delivery.
• Execute established playbooks and checklists to monitor progress and prevent partner stalling.
• Provide dedicated, personalized communication for high-potential partners to address inquiries beyond standard documentation.
• Monitor onboarding pipeline trends and share friction points with the program team.
• Identify documentation or playbook gaps and propose practical updates to improve the partner experience.

Skills

Salesforce CRM

AI tools

Relationship management

Multitasking

Tools

Salesforce CRM

Job description

## Job Description# Partner Onboarding SpecialistApply**Job#: 3058170****Job Description:**Partner Onboarding Specialist**Location:** San Francisco, California (Hybrid)**Alternate Location:** New York, RemoteRole OverviewThis onboarding position plays a vital role within the partner experience program, helping consulting firms, systems integrators, and services partners build specialized practices. The successful candidate will guide new partners through a structured, repeatable getting-started process to ensure they are productive and positioned for growth. This role suits a professional who enjoys managing high-volume relationship processes systematically and utilizing modern tools to maintain engagement with multiple organizations simultaneously.Key Responsibilities* Conduct 15 to 20 onboarding sessions weekly with newly referred partner organizations to explain program tiers, requirements, and benefits.* Host recurring webinars to welcome new members and guide upgraded organizations on advanced program milestones, including certification and service delivery.* Execute established playbooks and checklists systematically to monitor progress and prevent partner stalling.* Provide dedicated, personalized communication for selected high-potential partners to address inquiries beyond standard documentation.* Monitor and report on onboarding pipeline trends, identifying common friction points to share with the program team.* Identify documentation or playbook gaps and propose practical updates to improve the overall partner experience.Required Qualifications**Education:** No formal education requirements.**Experience:** Two to five years of direct experience in partnerships, partner enablement, customer onboarding, high-volume business development, or customer success within a technology environment.**Technical Skills:** Proficiency with Salesforce CRM and comfort using productivity-enhancing artificial intelligence tools daily.Preferred Qualifications* Prior experience working within a tiered technology channel or alliance program.* Experience collaborating directly with systems integrators or professional services consultancies.* Familiarity with building simple tracking automations or workflow efficiencies. *Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Location:** San Francisco, CA, US**Job Type:****Date Posted:** November 4, 2026**Pay Range:** $70 - $85 per hour