SaaS Onboarding Lead & Team Builder

Workwize; New York (NY); Remote; USD 95,000 - 130,000; Full time

Benefits offered by this job

25 days of paid vacation

401(k) with competitive support

Flexible work setups

Job summary

A leading SaaS company seeks a Lead Onboarding Specialist to enhance the customer experience from post-sale to implementation. In this role, you’ll define onboarding strategies, mentor specialists, and collaborate with cross-functional teams. Ideal candidates will have extensive onboarding experience, strong project management skills, and a background in SaaS environments. This position offers competitive pay and a flexible work setup.

Qualifications

• 4+ years in onboarding, implementation, customer success, or technical account management.
• 1–2 years of experience coaching or mentoring team members.
• Strong understanding of SaaS systems, APIs, and IT environments.

Responsibilities

• Deliver tailored onboarding and training sessions that accelerate time-to-value.
• Lead technical onboarding and configuration for new client accounts.
• Own communication, milestones, and expectations during early lifecycle stages.

Skills

Onboarding expertise

Project management

SaaS understanding

Coaching abilities

Communication skills

Tools

HubSpot

Notion

Slack

Monday.com

Asana

Jira

Job description

A leading SaaS company seeks a Lead Onboarding Specialist to enhance the customer experience from post-sale to implementation. In this role, you’ll define onboarding strategies, mentor specialists, and collaborate with cross-functional teams. Ideal candidates will have extensive onboarding experience, strong project management skills, and a background in SaaS environments. This position offers competitive pay and a flexible work setup.