Onboarding Specialist (SaaS)
Onboarding Specialist (Saas)| South Florida
About the Role
Our client is a growing software company, and every new customer they bring live matters. They're looking for an Onboarding Specialist to own customer onboarding end to end, from signed agreement to live and billing: chasing data access, setting up accounts, coordinating training, and confirming each customer is ready to go live. This role is for someone who loves a clean checklist, notices the one field that is wrong, and keeps a dozen moving pieces on track without dropping any of them.
Key Responsibilities
Guide new customers through onboarding, from kickoff to go-live
Coordinate system access and data setup with customers and their software vendors
Set up customer accounts and keep onboarding records accurate
Coordinate training for customer staff
Be the main point of contact for customers during onboarding, with clear timelines and proactive updates
Help improve the onboarding process, checklists, and tools as the company scales
Qualifications
Exceptional attention to detail: you catch the mismatched name, the missing date, the skipped step
Highly organized: you manage many customers at different stages at once and always know what is next for each one
A little technical: comfortable learning new software quickly, troubleshooting access issues, and working with spreadsheets and data
A clear, reliable communicator who follows up without being reminded
2+ years in implementation, onboarding, operations, or a similar process-heavy role
No industry experience required; they will teach you the domain
Bonus: onboarding customers at a B2B SaaS company, or startup experience building processes where none exist yet
Interested? Send your resume to:
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