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Onboarding Specialist

Hire Integrated

  • Palo Alto, California
  • 30+ days ago

    Highlights

    Reports to: Manager of Onboarding What You Will Own (Responsibilities) Guide new customers through implementation, training, and early adoption of an AI-powered communication platform. Manage the full post-sale onboarding lifecycle: account creation, configuration, testing, training, deployment, and early post-live support.

    Numbers & Facts

    LocationPalo Alto, California

    Description

    Job Title: Onboarding Specialist
    Location: In-office (Palo Alto, CA)
    Reports to: Manager of Onboarding
    What You Will Own (Responsibilities)
    • Guide new customers through implementation, training, and early adoption of an AI-powered communication platform.
    • Manage the full customer lifecycle from post-sale to early post-live.
    • Collaborate cross-functionally with Operations, Product, Support, Engineering, and Customer Success teams.
    • Engage in both external client communication and internal team coordination.
    • Focus on continuous process improvement and building strong customer relationships.
    • Define success by delivering efficient deployments and driving high customer satisfaction.
    What You Will Need to Accomplish the Job (Minimum Qualifications)
    • Lead onboarding sessions tailored to each customer’s business goals.
    • Manage the full post-sale onboarding lifecycle: account creation, configuration, testing, training, deployment, and early post-live support.
    • Collaborate cross-functionally to resolve escalations and improve processes.
    • Build strong client relationships and provide education on platform best practices.
    • Develop documentation and contribute to the onboarding knowledge base.
    What Will Make Us Love You (Preferred Qualifications)
    • Self-starter with a growth mindset.
    • Empathetic and intuitive communicator.
    • Comfortable navigating technical software environments.
    • Strong presentation and storytelling skills.
    • Collaborative and detail-oriented.
    • Passion for AI/tech and improving the customer experience.

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