Onboarding Specialist - B2B SaaS - Remote

Onboarding Specialist - B2B SaaS - Remote United States (Remote) Steer offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user‑friendly, cost‑effective platform. Through the Steer suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about marketing and customer retention. About The Role As an Onboarding Success Specialist, you’ll be part of a growing team responsible for launching and supporting a digital experience offering for our customers. This role bridges customer success, onboarding, and basic technical implementation — ensuring every client’s experience is aligned with their business needs and delivers value from day one. You’ll help define the playbook and set the tone for how we bring this new solution to life for our customers. Your work will directly impact customer satisfaction, retention, and time‑to‑value. Responsibilities Manage the end‑to‑end onboarding of customers for multiple products, including initial outreach, requirements gathering, and setup coordination. Tailor and configure customer‑facing templates based on client inputs and business goals — no custom development required. Implement scheduling tools and CRM, including integration, configuration, training, and enablement. Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high‑touch experience and responsive support. Troubleshoot technical issues and coordinate timely updates to live configurations as needed. Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience. Own the free‑trial‑to‑paid conversion process to ensure customer adoption. Seek out new knowledge and approach problems with a mindset of exploration in regards to AutoOps and Steer products. Must‑Have Qualifications 2+ years of experience in customer onboarding, customer success, or implementation support — ideally in a SaaS or digital tools environment. Experience managing a client‑facing product or tool on behalf of customers (e.g., configuring, launching, or supporting a templated platform, dashboard, or embedded experience). Ability to manage multiple onboarding projects at once, with strong organization and follow‑through. Proactive, resourceful, and ownership‑driven — you anticipate needs and take initiative. Experience with KPIs, including Time to Live and Time to Onboarding Complete. Experience with a CRM such as HubSpot, Salesforce, etc. Experience onboarding and training on multiple products or modules. Nice‑to‑Have Qualifications Experience with templated content platforms, CMS tools, or WYSIWYG editing. Exposure to scheduling or CRM tools. Comfort with technical troubleshooting or support escalation workflows. Experience with a high‑volume environment and short onboarding cycles. Experience onboarding low‑tech customers. Interview Process Initial Screen – 20 min Wonderlic Assessment – 35 min Cross‑Functional Interview – 45 min Career Journey Interview – 60 min Reference Checks We Offer 100% remote work environment Medical, dental, and vision insurance within 30 days 100% employer‑paid medical insurance Equity package Flexible PTO with a minimum of 15 days FSA and HSA options 401(k) Growth & wellness stipend Work‑from‑home equipment Chance to work with the latest technology A collaborative, high‑ownership culture Opportunities for development and career growth Why Join Steer? At Steer, we align our mission of transforming the auto repair experience for shop owners and their customers with your passion for growth, innovation, and excellence. Here you’ll find opportunities to expand your skills, take on career‑shaping challenges, and contribute to the future of the auto repair industry, all while enjoying comprehensive benefits and flexible work arrangements to support your well‑being. Join Steer to be part of a forward‑thinking, flexible, and collaborative culture where you are empowered to do meaningful and impactful work. We value diversity and believe that forming teams in which everyone can be their authentic self is key to our success. We welcome applications from those with diverse backgrounds and industries. Equal Employment Opportunity Statement As set forth in Steer’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr Steer