Onboarding Specialist at GlossGenius in Remote

Summary: GlossGenius is building an ecosystem enabling entrepreneurs to succeed by offering business management tools. As an Onboarding Specialist, you will guide high-revenue prospective customers through a smooth onboarding experience, ensuring they are fully activated on the platform and managing the end-to-end onboarding process. Responsibilities: - 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 Required Qualifications: - 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) Required Skills: Onboarding experience, SaaS experience, CRM tools Important Skills: Data migration, Payments setup, System configuration Nice-to-Have Skills: Collaboration skills Benefits: Flexible PTO, Competitive health & dental insurance options, with premiums partially or fully covered by GG, In-person opportunities that are designed to help team members foster collaboration and build community (ie; working out of a co-working space, team dinners, and other team building activities), Fertility and adoption benefits via Carrot, Generous, fully-paid parental leave policy, 401k benefit - employees are eligible to contribute starting day 1 of employment, Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses, Pre-tax commuter benefits, Dependent Care FSA, Home office support