SMB Onboarding & Adoption Lead

Connecteam; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Connecteam is seeking an SMB Onboarding Manager to guide our small and growing customers through the critical onboarding phase, ensuring successful adoption of the Connecteam platform. You will tailor training, drive early value, and establish durable usage patterns for sustained retention.

Ideal candidates have 2+ years in SaaS onboarding or customer-facing roles, with strong training skills and a bias for action.

Qualifications

• 2+ years of experience in SaaS onboarding, implementation, or customer-facing roles - MUST
• Experience working with SMB clients - strong advantage
• Strong presentation and training skills
• Tech-savvy with the ability to quickly learn and explain software solutions
• High level of organization and ability to manage multiple onboarding projects simultaneously.
• A team player who thrives in a dynamic, fast-paced startup environment
• 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 & training

Tech-savvy

Project management

Job description

Connecteam is seeking an SMB Onboarding Manager to guide our small and growing customers through the critical onboarding phase, ensuring successful adoption of the Connecteam platform. You will tailor training, drive early value, and establish durable usage patterns for sustained retention.

Ideal candidates have 2+ years in SaaS onboarding or customer-facing roles, with strong training skills and a bias for action.