The Onboarding Specialist guides new customers through the onboarding process, ensuring successful implementation and adoption of solutions. Responsible for client setup, training, and issue resolution, while maintaining timelines and communication.
Job Title: Onboarding Specialist
Location: US, Remote
Role Purpose / Objective:The Onboarding Specialist is responsible for ensuring smooth and successful implementation of our solutions for new customers. This role focuses exclusively on the onboarding phase, guiding clients through setup, training, and initial adoption.
Key Responsibilities
Skills & Competencies
Qualifications
Compensation/Benefits Information:The base salary range for this position is $50,000 - $60,000. Compensation will be determined by the education, experience, knowledge, and abilities of the applicant. Final base salary for this role will be based on the individual's geographical location as well as experience and qualifications for the role.
About Company Statement:Accuris delivers essential intelligence that powers decision making. We provide the world's leading organizations with the right data, connected technologies and expertise they need to move ahead. We think differently, combining the knowledge and resources of an established company with the unapologetic boldness of a startup
Accuris provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Location: US, Remote
Role Purpose / Objective:The Onboarding Specialist is responsible for ensuring smooth and successful implementation of our solutions for new customers. This role focuses exclusively on the onboarding phase, guiding clients through setup, training, and initial adoption.
Key Responsibilities
- Coordinate and execute implementation projects for new customers, ensuring timelines and objectives are met
- Serve as the primary point of contact during onboarding, guiding customers through configuration and initial product use
- Deliver training sessions and provide resources to support effective adoption
- Identify and resolve technical or process issues during implementation in collaboration with internal teams
- Document progress and provide clear status updates for each implementation
- Proactively escalate risks or blockers to maintain a smooth customer experience
Skills & Competencies
- Strong communication skills (written and verbal)
- Ability to manage multiple implementation projects simultaneously
- Familiarity with CRM tools (e.g., Salesforce) and project management platforms
- Detail-oriented with a proactive, problem-solving mindset
- Collaborative approach when working with internal teams (Product, Support, Sales)
Qualifications
- 1-2 years of experience in implementation, onboarding, or similar roles in SaaS or technology training environments
- Experience coordinating projects and delivering customer training
- Understanding of software adoption processes and best practices for onboarding
Compensation/Benefits Information:The base salary range for this position is $50,000 - $60,000. Compensation will be determined by the education, experience, knowledge, and abilities of the applicant. Final base salary for this role will be based on the individual's geographical location as well as experience and qualifications for the role.
About Company Statement:Accuris delivers essential intelligence that powers decision making. We provide the world's leading organizations with the right data, connected technologies and expertise they need to move ahead. We think differently, combining the knowledge and resources of an established company with the unapologetic boldness of a startup
Accuris provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Top Skills
Crm Tools
Project Management Platforms
Salesforce
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