Technical Onboarding Specialist
HireTalent
Job Description
Job Description
Description:Role Overview
As a Technical Onboarding Specialist, you ll guide customers through a structured Follow Up Boss onboarding experience. You ll help customers complete core account setup, understand available self-service resources, resolve standard technical blockers, and transition successfully to their Customer Success Manager.
Lead structured customer onboarding and readiness-review sessions.
Guide customers through core account setup, user activation, system connections, workflows, and automations.
Help customers use approved self-service resources to complete onboarding tasks independently.
Monitor onboarding progress, reinforce milestones, and address standard technical questions.
Troubleshoot common setup and integration issues, escalating complex matters through established support channels.
Maintain accurate implementation notes, milestones, risks, and status updates in internal systems.
Coordinate clear, timely handoffs to Customer Success.
Follow established onboarding playbooks while identifying opportunities to improve consistency and efficiency.
What We re Looking For
Two or more years of experience in SaaS onboarding, CRM implementation, technical support, customer enablement, or a related role.
Working knowledge of CRM concepts, including users, stages, workflows, automations, lead routing, and integrations.
Experience with Follow Up Boss or a similar CRM platform such as Salesforce, HubSpot, or Zoho.
Strong customer-facing communication and facilitation skills.
Ability to explain technical concepts clearly to users with varying levels of experience.
Strong organization and follow-through across multiple concurrent customer engagements.
Comfort working within standardized processes, documentation requirements, and escalation procedures.
Customer-first judgment, patience, adaptability, and attention to detail.
Familiarity with real estate technology or the ecosystem is a plus.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Technical Onboarding Specialist in Seattle, WA vacancy
$30 - $32 per hour
...Duration: 06 months contract Overview Support high-volume onboarding of individual customers onto a SaaS/CRM platform. This role follows... ...and the out-of-the-box platform experience. Answer standard technical and onboarding questions and identify issues that require...SuggestedHourly payContract workRemote work$31 - $33.83 per hour
Russell Tobin & Associates is currently seeking a Technical Onboarding Specialist to work for one of our top global tech clients! In this role, you’ll guide customers through a structured Follow Up Boss onboarding experience. You’ll help customers complete core account...SuggestedRemote jobLocal area- Aston Carter is seeking a Recruiter II (Technical Sourcer) to lead technical talent recruitment onsite in Seattle. The role emphasizes... ...autonomy, creativity, and strong judgment, with opportunity to influence hiring strategy and onboarding. #J-18808-Ljbffr Aston CarterSuggested
- ...candidate pipelines, post advertisements, source applicants, screen candidates, and coordinate interviews, guiding new hires through onboarding. This full-time, office-based role collaborates with the People Operations Manager and clinical leadership to meet staffing needs...SuggestedFull timeWork at office
- Crunch Pak is seeking a Human Resources Specialist to support talent acquisition, onboarding, employee relations, compliance, and HR administration. You will recruit for hourly and salary roles, coordinate onboarding, and promote a positive workplace culture while ensuring...SuggestedHourly payFull time
- ...Description Job Description Working under the Field Operations Manager and collaborating closely with the Operations Lead, the Technical Field Specialist will provide direct technical support in the development, preparation, operation, and post-processing of in-eld location...Local area
TSMG
Seattle, WA2 days ago - ...Title- Engineer Technical Specialist Location- Seattle, WA Description- Develops, documents, implements, provides consultation on the application of, and ensures compliance with, requirements for use of engineering tools, processes and standards. Provides training...Full timeWork at officeRelocation
ACL Digital
Seattle, WA4 days ago $20k
## Technical Support Specialist - TelecomApply: US WA Remote: US Remote: Full time: Posted 2 Days Ago: JR116335**Ready to be a Titan?** We accompany... ...continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels,...Hourly payMinimum wageFull timeLocal areaRemote workFlexible hours$47.39k - $77.33k
The Technical Support Specialist provides basic software support and technical assistance with software problems to Tyler clients and employees. They are responsible for diagnosing and solving client issues in a timely and courteous manner, working independently or with...Work experience placementLocal area- First Roles is seeking a Technical Support Specialist I to set up, install, and troubleshoot hardware and software across Windows environments. You will work with CCS/CHS teams, interns, and vendors, providing remote, onsite, or phone support. Responsibilities include...Remote work
$85k
We are looking for a Tier 2 Support Specialist to join a Global Security Technology Help Desk team for a tech giant. The support specialist... .... Minimum Qualifications Hands-on experience troubleshooting technical systems (i.e., Microsoft Windows) Functional understanding of...Hourly payPermanent employmentFull timeContract workWork at officeLocal areaRemote workShift workAfternoon shiftEarly shift$162.7k - $220.2k
Sr. Worldwide Technical Specialist, Data & AI GTM Strategy Job ID: 10528357 | Amazon Web Services, Inc. The AWS Worldwide Data & AI Strategy... ...and hiring process, including support for the interview or onboarding process, please visit for more information. If the country...Local areaWorldwideFlexible hours$70k - $75k
Minimum Experience|Minimum Experience* (220)* (167)* (85)### Illinois Agricultural and Conservation Technical Specialist| Min. Experience | |**Illinois Agricultural and Conservation Technical Specialist**Illinois Agricultural and Conservation Technical SpecialistFully...Permanent employmentFull timeWork experience placementLive inWork at officeLocal areaRemote workRelocationFlexible hoursNight shiftAfternoon shift$95.3k
Make a difference.As a Technical Specialist - Industrial Automation, you will support the sales of high-tech automation and control products and work with branch personnel to identify opportunities for products to satisfy customer needs.In this role you will:Specify products...Full timeFlexible hoursNight shift$54k - $80k
...Support plays a pivotal role atRelativity, offering specialized technical support across a specific product vertical. Catering to both... ...Relativity knowledge. On a daily basis, the Technical Support Specialist creates, resolves, and maintains tickets, while working within...Remote workMonday to FridayShift workAfternoon shift- ...surface. As part of a hardworking team of specialists, technicians, and engineers, you will... ...are looking for someone to apply their technical expertise, leadership skills, and... ...Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and...Permanent employmentTemporary workLocal areaRelocationFlexible hours
- micro1 is seeking Technical Writing Specialists to support a customer project focused on developer and product documentation for AI training. No prior AI experience is required. The role involves creating and editing API and product documentation for diverse audiences,...Remote jobFor contractors
- ...Limited is seeking a detail-oriented HR Assistant to support our Human Resources department. You will handle administrative tasks, onboarding, employee record management, and employee relations in a confidential and collaborative environment. The role emphasizes data...
- ...Human Resources staff member for an on-site role in Seattle, WA. The position focuses on maintaining HR records, handling postings, onboarding, and supporting recruitment activities in a compliant environment. Responsibilities include HRIS data entry, managing job...Full time
- Mindful Support Services is seeking an Account Relationship Specialist to help mental health providers launch and grow private practices... ...serve as the first account manager for new partners, guiding onboarding, assessing readiness, and ensuring adherence to partnership standards...Private practice
- PrideGlobal is seeking a Technical Onboarding Specialist to guide customers through a structured onboarding experience, including core account setup, activation, and workflows. You will help customers resolve standard blockers and transition to their Customer Success Manager...Remote job
$30 - $40 per hour
## Onboarding Specialist IIApply: US-WA-Seattle-1420 5th Ave-Suite 1500: Full time: Posted 3 Days Ago: JR6230**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life...Hourly payPermanent employmentFull timeTemporary workWork at officeFlexible hours- Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to setup and funding. You will prepare paperwork, coordinate signatures, and manage asset transfers with a focus on accuracy and service excellence...
- US Tech Solutions is seeking a detail‑driven onboarding specialist in Seattle to support high‑volume onboarding of individual customers onto a SaaS/CRM platform. You will guide customers through structured onboarding, assist with account setup, user activation, workflows...Hourly payContract work
- ...to support craft recruiting activities, interview scheduling, onboarding, and recruiting administration. You will work with recruiters,... ...benefits and a collaborative environment as a leading, employee-owned contractor focused on technical, #J-18808-Ljbffr DPR ConstructionFor contractors
- Corient is seeking an Onboarding Specialist II in Seattle to oversee end-to-end onboarding for new clients and accounts. You will prepare and process paperwork, coordinate signatures, and manage asset transfers with high accuracy while delivering exceptional client service...
- ThinkReservations is seeking a Customer Success Onboarding Specialist (Spanish bilingual) to guide new clients through onboarding, ensuring they understand our platform and achieve initial success. You will conduct remote training, coordinate configurations with Sales,...Remote job
- ...Services in Mountlake Terrace, WA seeks an Account Relationship Specialist to serve as the first account manager for new providers as... ...their practices and enter a 2-year partnership. You will guide onboarding, assess readiness, and coordinate across Credentialing, Compliance...
- Position: Customer Success Onboarding Specialist (Spanish Bilingual) FLSA Classification: Full Time, Non-Exempt (Hourly) Reports to: Manager... ...home office! A company provided computer with any associated technical equipment such as keyboard, mouse, external monitor, etc....Hourly payFull timeTemporary workRemote workHome officeMonday to FridayShift workNight shift
$64.5k
...for travelers everywhere. Introduction to the Team The Onboarding and Maintenance Specialist is a member of the Hotel Partner Solutions Onboarding &... ...project management skills Ability to learn new software and technical processes quickly Experience reporting on results and...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Technical Onboarding Specialist. Be the first to apply!
Related searches
- end user support technician Seattle, WA
- support analyst Seattle, WA
- technical support associate Seattle, WA
- remote support technician Seattle, WA
- senior technical associate Seattle, WA
- service desk assistant Seattle, WA
- help desk administrator Seattle, WA
- technical support representative Seattle, WA
- technical solutions specialist Seattle, WA
- operations support technician Seattle, WA