customer onboarding specialist

Overview

As a Customer Onboarding Specialist, you’ll guide new customers through setup and early use of software-as-a-service (SaaS) products. You’ll coordinate onboarding projects, process orders, and keep customers and internal teams aligned. Your impact: Clear guidance and timely coordination help customers get started smoothly and build confidence using the product.

Responsibilities

Manage onboarding projects, customer accounts, and account management activities from handoff through launch. Provide responsive customer service and client services, troubleshoot onboarding issues, and resolve customer service problems. Communicate with clients and internal teams; coordinate cross-functional collaboration across sales and service teams. Use Salesforce, Salesforce Cloud, and other customer relationship management (CRM) systems to maintain records, track progress, and support data-driven decision making. Use Microsoft Office and order processing tools to document activity and manage customer requests.

Qualifications

Strong communication skills, including clear client communication and internal communication. Experience in customer relationship management, client relationship management, relationship management, or managing client and customer accounts. CRM system proficiency; familiarity with Salesforce or Salesforce Cloud is useful. Project management skills and experience working with sales, account management, or client services teams. Familiarity with SaaS products, sales processes, Microsoft Office, and order processing tools is preferred. Pay: $29.00 - $33.00 per hour Benefits 401(k) Flexible schedule Health insurance Work from home Work Location: In person