Onboarding Specialist

7 days ago

New York, United States MS Shift, Inc. Full time

The Customer Onboarding Specialist is the first point of contact for new customers and plays a pivotal role in ensuring a smooth and successful transition to the company’s SaaS platform. This role focuses on understanding customer goals, providing guidance, and setting them up for long-term success by delivering an exceptional onboarding experience.

The ideal candidate is highly organized, customer-focused, and has a passion for technology and building relationships.


Key Responsibilities


Onboarding Management:

  • Guide new customers through the onboarding process, including account setup, product training, and initial implementation.
  • Develop and execute tailored onboarding plans based on customer goals, industry, and use cases.
  • Ensure customers are effectively introduced to the features and value of the SaaS platform.


Customer Training and Education:

  • Conduct product demonstrations, walkthroughs, and training sessions for individuals or teams.
  • Create and deliver onboarding resources, such as guides, videos, and FAQs.
  • Answer customer inquiries promptly and escalate issues when necessary.


Relationship Building:

  • Establish strong relationships with customers, ensuring they feel supported and confident in using the platform.
  • Act as the primary point of contact during the onboarding phase.
  • Gather feedback from customers to improve the onboarding experience and address potential challenges proactively.


Collaboration with Internal Teams:

  • Work closely with Sales, Product, and Customer Success teams to align onboarding processes with customer needs.
  • Provide insights to the Product team about common customer pain points and feature requests.
  • Partner with Technical Support teams to resolve onboarding issues efficiently.


Metrics and Reporting:

  • Track and report onboarding progress and customer satisfaction metrics.
  • Monitor key performance indicators (KPIs) such as time-to-value, onboarding completion rates, and churn risk.
  • Identify opportunities for improving onboarding processes and reducing customer ramp-up time.


Skills & Qualifications


Education: Bachelor’s degree in Business, Communication, Technology, or a related field (preferred).


Experience:

  • 5+ years in customer success, onboarding, or implementation roles, ideally in SaaS or technology.
  • Experience working directly with customers to deliver product training or technical support.


Technical Skills:

  • Proficiency in SaaS tools and platforms (e.g., CRM systems, Salesforce).
  • Ability to quickly learn and explain complex software features.


Soft Skills:

  • Exceptional communication and interpersonal skills.
  • Problem-solving mindset with the ability to anticipate and address customer challenges.
  • Strong organizational skills and attention to detail.


Key Competencies

  • Customer-centric approach with a focus on delivering value.
  • Strong project management and time management skills.
  • Ability to work collaboratively in cross-functional teams.
  • Analytical mindset to identify trends and opportunities for improvement.

  • Compliance and Onboarding Specialist

    1 week ago

    New York, New York, United States Manhattan Youth Full time

    Job OverviewManhattan Youth is seeking an exceptional Compliance and Onboarding Specialist to join its team. This is a full-time hourly position with a salary range of $45,000 - $55,000 per year.The successful candidate will play a critical role in ensuring new hires and current employees maintain eligibility to work at Manhattan Youth sites. Under the...

  • Hosting Onboarding Specialist

    4 weeks ago

    New York, United States AFS-USA Intercultural Programs Full time

    AFS-USA is part of a worldwide network of AFS partner organizations that work together to advance global education and foster meaningful connections across cultures. As the network’s largest partner, AFS-USA works to increase the global competency of U.S. citizens by providing a variety of international and intercultural learning experiences to...

  • Employee Onboarding Specialist

    1 week ago

    New York, United States PROMESA R.H.C.F. Full time

    We are seeking an experienced Employee Onboarding Specialist to join our team at PROMESA R.H.C.F. The successful candidate will be responsible for coordinating the onboarding process for new hires, ensuring a seamless transition into the organization.About the RoleOnboarding Process: Develops productive relationships with hiring managers to learn about...

  • Customer Onboarding Specialist

    2 weeks ago

    New York, New York, United States BioDigital Full time

    About the RoleWe are seeking a skilled Customer Onboarding & Implementation Specialist to join our team at BioDigital. This role plays a vital part in guiding customer adoption of our 3D software, working closely with Strategic Account Managers to deliver tailored training and technical support.The ideal candidate will have experience in customer onboarding,...

  • Recruitment and Onboarding Specialist

    1 month ago

    New York, New York, United States Parker Placements NY, Inc. Full time

    Parker Placements NY, Inc.Job Title: Recruitment and Onboarding SpecialistWe are seeking an experienced HR Coordinator to join our team at Parker Placements NY, Inc. in New York City. This role will provide administrative support to the HR department, assisting in recruitment, employee onboarding and offboarding, payroll processing, and other HR functions....

  • Financial Services Onboarding Specialist

    2 weeks ago

    New York, New York, United States BNY Mellon Full time

    Job OverviewWe are seeking a highly skilled Financial Services Onboarding Specialist to join our team at BNY Mellon. This role is ideal for individuals with 2-5 years of experience in transition management and/or project management.About the RoleThe successful candidate will be responsible for onboarding clients into our system, ensuring all SLAs are met,...

  • Onboarding Experience Manager

    1 week ago

    New York, New York, United States MedElite Full time

    Join Our TeamAs an Onboarding Specialist at MedElite, you will be part of a dynamic team that is dedicated to improving the standard of care in skilled nursing and long-term care facilities nationwide. We are seeking an experienced professional with a passion for creating a welcoming and efficient onboarding experience for new hires.About MedEliteSince 2011,...

  • Client Onboarding Specialist

    2 weeks ago

    New York, New York, United States NationStaff, Inc. Full time

    NationStaff, Inc. is seeking a skilled Client Onboarding Specialist to join our growing Fintech team. As an Implementation Manager, you will be responsible for guiding clients through the implementation lifecycle, from initial onboarding to go-live.Responsibilities:Define our platform architecture for our clientsDrive project management and facilitate...

  • Client Onboarding Expert

    3 weeks ago

    New York, New York, United States Unit Corporation Full time

    Are you a motivated and results-driven individual looking to take your career to the next level? Join Unit Corporation as an Implementations Specialist and play a key role in shaping the future of financial services!About the OpportunityWe're seeking an experienced professional with a passion for fintech and customer success. As an Implementations...

  • FIX Onboarding and Production Support Specialist

    5 months ago

    New York, United States Seven Seven Software Full time

    The client is seeking a hands-on FIX Onboarding and Production Support Specialist who will be part of our Equity IT DevOps team supporting Equities, Options, Futures and Post trading allocations. The ideal candidate should have strong technical background with experience working with FIX Protocol and troubleshooting associated technical issues. Main...

  • Client Technical Onboarding Specialist

    1 month ago

    New York, United States automotiveMastermind Inc. Full time

    Do you want to get your foot in the door with a small, consistently growing, SAAS company that is part of S&P Global?automotiveMastermind is growing and we have a temporary opportunity, with full-time potential, for a Client Technical Onboarding Specialist. We are looking for someone to work on a full time, hybrid, out of our New York or London, Ontario...

  • Client Onboarding Specialist Senior Associate

    2 weeks ago

    New York, New York, United States BNY Mellon Full time

    Job Description:We are seeking a talented Client Onboarding Specialist Senior Associate to join our team in New York, NY. As a key member of our Global Markets team, you will be responsible for onboarding clients, managing transitions, and providing advisory services.Responsibilities:Onboard new clients into our system, ensuring smooth transitions and...

  • Digital Asset Onboarding Expert

    1 week ago

    New York, New York, United States Prometheum Full time

    Overview of the RolePrometheum is a fintech company that has been leveraging its expertise in securities law, blockchain, and trading to create a compliant ecosystem for digital asset securities since 2017. We are looking for an experienced Onboarding Specialist to join our team in New York City.Key Responsibilities:* Understand and relay the onboarding...

  • Onboarding Specialist Temporary

    3 months ago

    New York, United States OpenTable Full time

    Primarily responsible for the successful onboarding of our restaurant partners the OBS will configure our Guest Center, Connect and other applications for restaurant use, customize the software for each restaurant using a consultative approach, and deliver training to key staff. You will be responsible for the end-to-end implementation of the onboarding...

  • Trading Platform Onboarding and Support Professional

    2 weeks ago

    New York, New York, United States Seven Seven Software Full time

    Are you an experienced FIX Onboarding and Production Support Specialist looking for a new challenge? Seven Seven Software has an exciting opportunity for a Trading Platform Onboarding and Support Professional to join our Equity IT DevOps team. In this role, you will be responsible for:Onboarding clients into our FIX trading platform.Providing ongoing support...

  • FIX Onboarding and Production Support Specialist

    1 month ago

    New York, New York, United States Seven Seven Software Full time

    Job SummaryWe are seeking a skilled FIX Onboarding and Production Support Specialist to join our Equity IT DevOps team, supporting Equities, Options, Futures, and Post trading allocations. As a key member of our team, you will be responsible for working with clients to onboard them into our FIX trading platform and providing ongoing support to deliver...

  • Prime Brokerage Onboarding Specialist

    2 weeks ago

    New York, New York, United States HSBC Full time

    **About Us:**At HSBC, we strive to be a leader in the financial services industry. We believe that our employees are our greatest asset, and we are committed to providing them with the tools and resources they need to succeed.Salary: The estimated salary for this role is between $125,000 and $150,000 per year, depending on the candidate's qualifications and...

  • Correspondent Clearing Onboarding and Operations

    6 days ago

    New York, United States Phyton Talent Advisors Full time

    Our client, a boutique full-service broker-dealer, is seeking an experienced and detail-oriented Client Onboarding and Operations Specialist to join our team. This individual will play a critical role in ensuring smooth client onboarding, trade execution, and clearing processes. The ideal candidate will have experience managing client paperwork, technical...

  • Correspondent Clearing Onboarding and Operations

    7 days ago

    New York, United States Phyton Talent Advisors Full time

    Our client, a boutique full-service broker-dealer, is seeking an experienced and detail-oriented Client Onboarding and Operations Specialist to join our team. This individual will play a critical role in ensuring smooth client onboarding, trade execution, and clearing processes. The ideal candidate will have experience managing client paperwork, technical...

  • Recruiter and Onboarding Coordinator

    1 week ago

    New York, New York, United States PranaSpirit Nutrition & Wellness Full time

    Job DescriptionOur Recruiter/Employee Onboarding Specialist will be responsible for virtual recruitment and hiring assistance, including reviewing candidate resumes and cover letters, providing suggestions for edits to job postings/descriptions, and conducting phone screenings of prospective candidates.In addition to recruitment duties, this role will also...