Onboarding Specialist [Remote]

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.

Accountabilities

• 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.

Requirements

• 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.

Benefits

• 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.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.