Cofactr

General

• Own project management for every new Cofactr customer onboarding from Sales handoff through CSM-led enablement sessions
• Run several onboardings simultaneously, managing timelines, stakeholders, configuration requirements, and progress
• Review Sales discovery and intake materials, identify missing requirements, and resolve open questions with Sales and customers
• Run onboarding projects with defined plans, milestones, owners, and target dates
• Track active onboarding status and flag risks early
• Coordinate and complete account configuration with Support, Product, and Engineering
• Lead setup reviews with customers to confirm configuration before enablement
• Schedule and prepare CSM-led enablement sessions and office hours
• Keep customers informed and accountable through clear next steps, timelines, and recaps
• Maintain onboarding records in Notion, Salesforce, and Pylon
• Refine onboarding playbooks, intake forms, checklists, and templates with CS leadership
• Track onboarding metrics and use them to identify and remove delays

Explore Senior Onboarding Project Specialist at Cofactr. Review requirements and application details.

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Senior Onboarding Project Specialist