Remote SaaS Onboarding & Training Specialist

Jobgether; United States; Remote; USD 85,000 - 95,000; Full time

Benefits offered by this job

Fully remote within the US

Full-time employment

Competitive salary

Job summary

Jobgether is seeking a Customer Onboarding & Training Specialist to guide new customers through onboarding, implementation, and training on our business management software. You will deliver personalized sessions, create resources, and ensure a smooth transition to ongoing support.

You will partner with Sales, Support, and Product teams to tailor onboarding plans, track progress, and continuously improve materials to boost adoption and customer satisfaction across the US.

Qualifications

• Experience in software training, onboarding, or customer success in a tech environment.
• Excellent verbal and written communication with non-technical audiences.
• Strong organizational skills and ability to manage multiple onboarding projects.
• Confident in leading virtual presentations and group trainings.
• Proactive problem-solving and customer-first mindset.
• Fast learner with ability to grasp new software quickly.
• Experience creating training content and documentation.
• Proficiency with MS Office, Teams, Zoom, and related tools.
• Ability to work independently and with cross-functional teams.
• SaaS or business software experience is a plus.

Responsibilities

• Oversee the full customer onboarding journey from welcome to ongoing support.
• Lead discovery meetings to tailor onboarding and training plans.
• Coordinate with internal teams for configuration and implementation tasks.
• Monitor progress, timelines, and risk areas to ensure milestones are met.
• Deliver engaging training via virtual sessions, webinars, and self-paced resources.
• Develop and maintain training content: videos, guides, FAQs, knowledge base.
• Create interactive product walkthroughs and in-app training experiences.
• Maintain up-to-date training materials as the product evolves.
• Build strong customer relationships with clear expectations and follow-ups.
• Collaborate with Sales, Support, Success, and Product teams for a seamless experience.
• Gather customer feedback and drive improvements to onboarding processes.

Skills

Onboarding & training

Customer success

Communication

Presentation skills

Problem solving

Technical adaptability

Content creation

CRM platforms (Zoho/HubSpot)

Cross-functional collaboration

Tools

Microsoft Office

Microsoft Teams

Zoom

Learning management systems

Canva

Zoho CRM

HubSpot CRM

Job description

Jobgether is seeking a Customer Onboarding & Training Specialist to guide new customers through onboarding, implementation, and training on our business management software. You will deliver personalized sessions, create resources, and ensure a smooth transition to ongoing support.

You will partner with Sales, Support, and Product teams to tailor onboarding plans, track progress, and continuously improve materials to boost adoption and customer satisfaction across the US.