SaaS Onboarding Specialist: Drive Adoption & Impact

Workwize; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Flexible working environment

Job summary

A leading SaaS company located in New York is seeking an Onboarding Specialist to manage the onboarding journey for new clients. You will drive user adoption and ensure clients are empowered to use the platform effectively. Ideal candidates will have experience in customer success, exceptional communication skills, and the ability to manage multiple onboarding projects simultaneously. This full-time position offers a competitive salary and flexible working conditions.

Qualifications

• 2+ years in onboarding, implementation, or customer success role.
• Experience with SaaS platforms and project management tools.
• Exceptional interpersonal and communication skills.

Responsibilities

• Deliver engaging training sessions for new clients.
• Lead technical onboarding and configuration of client accounts.
• Serve as the trusted advisor for new clients during onboarding.
• Provide consultative guidance for platform use.
• Ensure seamless handoff to the Customer Success Manager.
• Optimize and automate onboarding processes.

Skills

Customer onboarding

Technical fluency

Time management

Communication

Problem solving

Presentation skills

Tools

HubSpot

Notion

Slack

Monday.com

Job description

A leading SaaS company located in New York is seeking an Onboarding Specialist to manage the onboarding journey for new clients. You will drive user adoption and ensure clients are empowered to use the platform effectively. Ideal candidates will have experience in customer success, exceptional communication skills, and the ability to manage multiple onboarding projects simultaneously. This full-time position offers a competitive salary and flexible working conditions.