Onboarding Specialist SMB

Job Description: Manage the end-to-end onboarding of customers using for multiple products including initial outreach, requirements gathering, and setup coordination Tailor and configure customer-facing templates based on client inputs and business goals no custom development required, but small updates and adjustments will be common Implement scheduling tools and CRM. This includes integration, configuration, training and enablement. Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high-touch experience and responsive support Troubleshoot technical issues and coordinate timely updates to live configurations as needed Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience Own the free trial to paid conversion process to ensure customer adoption Seeks out new knowledge and approaches problems with a mindset of exploration in regards to AutoOps and Steer Products Requirements: 2+ years of experience in customer onboarding, customer success, or implementation support - ideally in a SaaS or digital tools environment Experience managing a client-facing product or tool on behalf of customers (e.g., configuring, launching, or supporting a templated platform, dashboard, or embedded experience) Strong communication skills Customer-first mindset Ability to manage multiple onboarding projects at once, with strong organization and follow-through Proactive, resourceful, and ownership-driven - you anticipate needs and take initiative Experience with KPIs, including Time to Live and Time to Onboarding Complete Experience with a CRM such as Hubspot, Salesforce, etc Experience onboarding and training on multiple products or modules Nice-to-Have: Experience with templated content platforms, CMS tools, or WYSIWYG editing Exposure to scheduling or CRM tools Comfort with technical troubleshooting or support escalation workflows Experience with a high-volume environment and short onboarding cycles. Experience onboarding low-tech customers Benefits: 100% remote work environment Medical, Dental and Vision insurance within 30 days 100% employer-paid medical insurance Equity package Flexible PTO with 15 days minimum Generous Parental Leave FSA and HSA options 401(k) Growth & Wellness Stipend WFH Equipment Chance to work with the latest technology A collaborative, high ownership culture Opportunities for development and career growth Apply To this Job .