Technical Onboarding Specialist | REMOTE | US

Pride Global; Seattle (WA); Remote; USD 43,000 - 47,000; Full time

Job summary

PrideGlobal is seeking a Technical Onboarding Specialist to guide customers through a structured onboarding experience, including core account setup, activation, and workflows. You will help customers resolve standard blockers and transition to their Customer Success Manager, with a focus on clear communication and efficient process adherence.

This remote US role requires 2+ years in SaaS onboarding or related fields, with strong CRM knowledge and experience in platforms like Follow Up Boss,

Qualifications

• Two+ years of experience in SaaS onboarding, CRM implementation, technical support, customer enablement, or a related role.
• Working knowledge of CRM concepts including users, stages, workflows, automations, lead routing, and integrations.
• Experience with Follow Up Boss or similar CRM (Salesforce, HubSpot, or Zoho).
• Experience with Gainsight.

Responsibilities

• Lead structured customer onboarding and readiness-review sessions.
• Guide customers through core account setup, user activation, system connections, workflows, and automations.
• Help customers use self-service resources to complete onboarding tasks independently.
• Monitor onboarding progress, milestones, and respond to standard technical questions.
• Troubleshoot common setup and integration issues, escalate complex matters via support channels.
• Maintain accurate implementation notes, milestones, risks, and status updates in internal systems.
• Coordinate clear, timely handoffs to Customer Success.
• Follow onboarding playbooks while identifying opportunities to improve consistency and efficiency.

Skills

SaaS onboarding

CRM concepts

Customer-facing communication

Organizational skills

Documentation and process adherence

Tools

Follow Up Boss

Salesforce

HubSpot

Zoho

Gainsight

Job description

Russell Tobin & Associates is currently seeking a Technical Onboarding Specialist to work for one of our top global tech clients! In this role, you’ll guide customers through a structured Follow Up Boss onboarding experience. You’ll help customers complete core account setup, understand available self-service resources, resolve standard technical blockers, and transition successfully to their Customer Success Manager.

Pay: $31-$33.83/hr. depending on experience

Location: Remote- US

What You’ll Do

• Lead structured customer onboarding and readiness-review sessions.
• Guide customers through core account setup, user activation, system connections, workflows, and automations.
• Help customers use approved self-service resources to complete onboarding tasks independently.
• Monitor onboarding progress, reinforce milestones, and address standard technical questions.
• Troubleshoot common setup and integration issues, escalating complex matters through established support channels.
• Maintain accurate implementation notes, milestones, risks, and status updates in internal systems.
• Coordinate clear, timely handoffs to Customer Success.
• Follow established onboarding playbooks while identifying opportunities to improve consistency and efficiency.

What We’re Looking For

• Two or more years of experience in SaaS onboarding, CRM implementation, technical support, customer enablement, or a related role.
• Working knowledge of CRM concepts, including users, stages, workflows, automations, lead routing, and integrations.
• Experience with Follow Up Boss or a similar CRM platform such as Salesforce, HubSpot, or Zoho.
• Experience with Gainsight
• Strong customer-facing communication and facilitation skills.
• Ability to explain technical concepts clearly to users with varying levels of experience.
• Strong organization and follow-through across multiple concurrent customer engagements.
• Comfort working within standardized processes, documentation requirements, and escalation procedures.
• Customer-first judgment, patience, adaptability, and attention to detail.
• Familiarity with real estate technology is a plus.

For workers in the United States, PrideGlobal and it's affiliates offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.

Only applicable for Kentucky positions:

For this type of employment, state law requires a criminal record check as a condition of employment. This applies to direct care staff (Examples: RN, LPN, Nurse Aides, Therapists) referred to Kentucky nursing facilities, assisted living communities, or long-term care facilities, in accordance with KRS 216.793.