Onboarding Specialist in United States at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Onboarding Specialist in United States.

You will play a pivotal role as the first point of contact for new customers, guiding them through their initial experience and ensuring a smooth and confident start with the platform. In this highly client-facing position, you will deliver personalized onboarding journeys that translate software capabilities into real business value. You will support customers in adopting key workflows, building trust, and establishing long-term success from day one. Working in a fast-paced SaaS environment, you will collaborate closely with internal teams to ensure a consistent and high-quality client experience. This role combines relationship-building, product expertise, and structured training delivery to drive customer satisfaction and retention. You will act as a trusted advisor during the critical first 30–90 days of the customer lifecycle. The environment is collaborative, mission-driven, and focused on delivering measurable customer impact.

• Serve as the primary point of contact for new clients during their first 30–90 days, ensuring a seamless onboarding experience and building strong foundational relationships.
• Deliver tailored virtual training sessions to help clients understand and effectively apply the platform to their specific business needs and workflows.
• Guide customers through implementation by identifying needs, tracking progress, and proactively resolving issues or blockers that may impact adoption.
• Maintain accurate and up-to-date client records, onboarding milestones, and interaction documentation across internal systems to ensure alignment across teams.
• Collaborate with internal stakeholders to escalate feedback, improve onboarding processes, and enhance the overall customer journey.
• Support early product adoption by ensuring customers gain value quickly and understand core features relevant to their operations.

• 3+ years of experience in a SaaS environment, ideally in a customer-facing or onboarding, implementation, or customer success role.
• Strong communication and interpersonal skills with the ability to build trust, simplify complex concepts, and engage effectively with diverse client profiles.
• Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously in a fast-paced environment.
• Experience using CRM or customer success tools such as Salesforce, HubSpot, Gainsight, or ChurnZero is highly preferred.
• Ability to multitask, prioritize effectively, and adapt quickly to changing client needs while maintaining a solutions-oriented mindset.
• Familiarity with field service or green industry workflows (e.g., landscaping, arborist operations, scheduling, estimating, invoicing) is a strong asset.
• French and/or Spanish language skills are considered an advantage.
• Willingness and ability to travel within Canada and the U.S. as needed.

• Competitive compensation ranging from CAD 75,000 to 85,000 for Canada-based candidates (USD equivalent for U.S.-based roles).
• Comprehensive health benefits, including medical, dental, and mental health coverage depending on location.
• Employer-supported retirement savings plans (RRSP matching in Canada).
• Unlimited paid time off, paid holidays, and a company-wide winter break to support work-life balance.
• Flexible remote work environment with opportunities for cross-border collaboration.
• Professional development support, including access to training, tools, and career growth resources.
• Inclusive, collaborative culture focused on impact, learning, and continuous improvement.