[Remote] Onboarding Specialist

Note: The job is a remote job and is open to candidates in USA. GlossGenius is a company focused on empowering small business owners by providing a range of business management tools. The Onboarding Specialist will play a critical role in helping high-revenue prospective customers transition smoothly onto the platform, managing the end-to-end onboarding process and collaborating closely with Sales and other internal teams.

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

Skills

• 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)

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

Company Overview

Company H1B Sponsorship