Remote Go-Live Onboarding Lead

Pricebook Digital; Georgia; Hybrid; USD 60,000 - 86,000; Full time

Benefits offered by this job

Remote work

Travel reimbursement

Health benefits

Vacation and holidays

Career development

Job summary

Pricebook Digital is looking for an Onboarding Specialist in the United States (GA area) to guide customers from Sales handoff to Go-Live. You will coordinate setup, pricing, integrations, and training while keeping timelines and milestones on track, and ensuring customer readiness for a successful Go-Live.

The role emphasizes proactive communication, problem solving, and customer relationship management, with opportunities to improve processes and share product knowledge across teams.

Qualifications

• 1–3 years of experience in customer onboarding, implementation, customer success, account coordination, project coordination, or a related customer-facing role.
• Experience managing customer relationships, timelines, tasks, or projects through completion.
• Strong written and verbal communication skills with a customer-focused approach.

Responsibilities

• Own assigned customer onboarding journeys from Sales handoff through Go-Live, serving as the primary point of contact and providing clear, proactive communication around expectations, responsibilities, timelines, and next steps.
• Review Sales handoff information and customer readiness before onboarding begins and identify missing information, unclear expectations, or potential risks.
• Guide customers through required setup, configuration, pricing, integrations, training, and other onboarding activities.
• Educate customers on Pricebook Digital products, workflows, and best practices so they are prepared to successfully use the product after Go-Live.
• Maintain accurate onboarding stages, milestones, customer information, notes, tasks, delays, and outcomes in HubSpot and other approved systems.
• Proactively manage assigned onboarding timelines, follow up on outstanding customer or internal requirements, and identify stalled, delayed, high-impact, or complex onboardings for appropriate escalation.
• Troubleshoot onboarding issues and coordinate with Support, Product, Development, Sales, or other teams when additional assistance is required.
• Ensure customers meet established readiness and Go-Live criteria before completing onboarding.
• Complete a clear and consistent handoff to Customer Success at Go-Live, including relevant customer context, risks, goals, outstanding items, and opportunities.
• Follow established onboarding processes, service expectations, documentation standards, templates, and best practices.
• Maintain strong product knowledge and stay current on releases, integrations, processes, and customer workflows.
• Participate in training, coaching, quality reviews, and ongoing professional development.
• Identify recurring onboarding challenges, Sales expectation gaps, customer friction, process inefficiencies, and product issues and recommend improvements to the onboarding experience, team efficiency, internal processes, and customer resources.
• Participate in onboarding improvement projects, cross-functional initiatives, product testing, UAT, beta testing, and release-readiness activities as appropriate.
• Contribute to onboarding documentation, templates, training resources, FAQs, SOPs, and customer-facing materials.
• Partner effectively with Sales, Customer Success, Support, Product, Development, and other teams throughout the customer journey.
• Meet established expectations for onboarding quality, productivity, documentation, customer experience, timeline management, and successful Go-Live.

Skills

Customer communication

Relationship-building

Organization

Attention to detail

Timeline management

Written communication

Verbal communication

Problem-solving

Troubleshooting

Multitasking

Accountability

Cross-functional collaboration

Empathy

Adaptability

Escalation awareness

Collaborative mindset

Job description

Pricebook Digital is looking for an Onboarding Specialist in the United States (GA area) to guide customers from Sales handoff to Go-Live. You will coordinate setup, pricing, integrations, and training while keeping timelines and milestones on track, and ensuring customer readiness for a successful Go-Live.

The role emphasizes proactive communication, problem solving, and customer relationship management, with opportunities to improve processes and share product knowledge across teams.