Remote SMB Onboarding Specialist

Qumra Capital; Utah; On-site; USD 70,000 - 90,000; Full time

Job summary

Connecteam is seeking an SMB Onboarding Manager to guide small and growing businesses through the initial setup of our platform. You will own the end-to-end onboarding, tailor training, and demonstrate quick wins that boost adoption.

You will collaborate with clients to configure Connecteam for their needs, drive value, reduce churn, and establish strong usage habits. Remote-friendly role across eligible states.

Qualifications

• 2+ years of experience in SaaS onboarding, implementation, or customer-facing roles.
• Experience working with SMB clients is a plus.
• Strong presentation and training skills.
• Tech-savvy with ability to learn and explain software.
• Excellent organization; ability to manage multiple onboarding projects.
• Thrives in a fast-paced startup environment; collaborative team player.
• Positive attitude, empathy, and high energy.

Responsibilities

• Managing the end-to-end onboarding process for SMB customers, from kick-off call to activation.
• Delivering tailored training sessions to help clients configure and implement Connecteam based on their unique business needs.
• Guiding customers to quick wins that showcase the platform’s value and increase adoption.
• Ensuring customers establish strong usage habits that drive retention and satisfaction.
• Identifying at-risk clients early and creating proactive strategies to mitigate churn.

Skills

SaaS onboarding

SMB experience

Presentation skills

Training skills

Tech-savvy

Project management

Team player

Job description

Connecteam is seeking an SMB Onboarding Manager to guide small and growing businesses through the initial setup of our platform. You will own the end-to-end onboarding, tailor training, and demonstrate quick wins that boost adoption.

You will collaborate with clients to configure Connecteam for their needs, drive value, reduce churn, and establish strong usage habits. Remote-friendly role across eligible states.