Onboarding Specialist

Onboarding Specialist

As an Onboarding Specialist, you will play a critical role in helping high-revenue prospective customers successfully transition onto our platform. Sitting adjacent to the Sales team, you will partner closely with Account Executives to guide new customers through a smooth, efficient, and value-driven onboarding experience that sets them up for long-term success. You will own the end-to-end onboarding journey for a portfolio of high-value accounts, acting as a trusted advisor throughout the implementation process.

You will report to the Director of Revenue Operations and work closely with Sales, RevOps, Product, and Support teams. You can be based remotely anywhere in the United States.

Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding

Own and manage the end-to-end onboarding process, guiding customers through key milestones including:

• Data transfer and migration
• Payments and financial setup
• Website and online booking configuration
• Team member onboarding and permissions
• Enablement of advanced product features

Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks

Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity

Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently

Ensure customers are fully activated and confident using the platform by the end of the onboarding period

Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes

Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes

1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred)

Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction

Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment

Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration

Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences

Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion

Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools)

Flexible PTO

Competitive health & dental insurance options, with premiums covered by GG

Generous, fully-paid parental leave policy

Retirement Savings Plan

Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses

Home office support

Team Bonding opportunities - as a distributed team, being able to build meaningful bonds both virtually and in person is incredibly important to us! We are constantly evaluating how we accomplish this and currently, teams are given opportunities to gather in person throughout the year

At GlossGenius, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. GlossGenius is proud to be an Equal Opportunity and Affirmative Action Employer.

At Genius AI, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. Genius AI is proud to be an Equal Opportunity and Affirmative Action Employer.