Remote Onboarding Consultant - SaaS Implementation Pro

AgencyBloc; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

AgencyBloc is seeking an Onboarding Consultant to guide clients through AMS+ onboarding from contract to go-live. You will tailor plans for diverse agencies, lead timelines, and help optimize configurations, data migration, and workflows.

This role emphasizes judgment, problem-solving, and client success in a remote environment. Ideal candidates have 3–5+ years in SaaS onboarding, strong consulting skills, and a solid understanding of insurance operations and commissions.

Qualifications

• Bachelor’s degree in Business, Information Systems, or related field, or equivalent experience.
• 3–5+ years of software implementation/onboarding experience (SaaS preferred).
• Experience with AMS+ or comparable agency management software.

Responsibilities

• Lead onboarding engagements from kickoff to go-live for diverse clients.
• Tailor onboarding plans based on client goals and data environments.
• Gather requirements and validate alignment with project objectives.
• Manage timelines, deliverables, and risks to maintain momentum.
• Collaborate with success teams and train clients on AMS+ features.

Skills

Client engagement

Onboarding management

Project management

Consulting

Relationship building

Education

Bachelor’s degree or equivalent experience

Tools

AMS+ software

Job description

AgencyBloc is seeking an Onboarding Consultant to guide clients through AMS+ onboarding from contract to go-live. You will tailor plans for diverse agencies, lead timelines, and help optimize configurations, data migration, and workflows.

This role emphasizes judgment, problem-solving, and client success in a remote environment. Ideal candidates have 3–5+ years in SaaS onboarding, strong consulting skills, and a solid understanding of insurance operations and commissions.