Note: The job is a remote job and is open to candidates in USA. GlossGenius is building an ecosystem enabling entrepreneurs to succeed by offering a range of business management tools. The Onboarding Specialist will help high-revenue prospective customers transition onto the platform, ensuring a smooth onboarding experience by managing the end-to-end process and collaborating with 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
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