Senior Onboarding Project Specialist

Cofactr

. Own project management for every new Cofactr customer onboarding from Sales handoff through CSM-led enablement sessions .

Posted 11/10/2026full-timeRemote • United StatesSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer onboarding projects within a B2B SaaS environment, ensuring timely execution and stakeholder engagement. Proficient in utilizing tools like Salesforce and Notion to track progress and refine onboarding processes.

Highest-signal resume keywords

Customer Onboarding ManagementProject ManagementClear CommunicationSaaS Platform ConfigurationStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementCustomer OnboardingTimeline ManagementConfiguration ManagementMetrics TrackingSetup Issue DiagnosisProcess RefinementB2B SaaS ExperienceImplementation ExperienceMulti-Project Coordination

Soft Skills

Strong OrganizationFollow-ThroughAdaptabilityDecision-MakingClear Written Communication

Tools & Technologies

SalesforceNotionPylonGainsightMetabaseAI Tools

Industry Keywords

Supply ChainProcurementHardware IndustryManufacturing IndustryITAR Compliance

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

4+ years of experience in customer onboarding, implementation, or project management in a B2B SaaS or technology environment
Supply chain, procurement, or hardware/manufacturing industry experience is an advantage
Track record of running multiple customer projects concurrently, each with its own timeline, stakeholders, and milestones
Strong organization and follow-through, including maintaining trackers, running meetings, and closing loops
Clear written and verbal communication with customers and internal teams
Ability to push for decisions and hold stakeholders to dates
Comfortable learning and configuring SaaS platforms
Ability to diagnose setup issues and route them to the appropriate person
Familiarity with SFDC, Pylon, Notion, Gainsight, or Metabase
Ability to quickly learn new platforms
Hands-on experience using AI tools such as Claude in daily work
Adaptability in an early-stage environment where processes are still being built
Must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain required authorizations from the U.S. Department of State for ITAR compliance

Benefits

Comp & perks

Professional development through mentorship, training, and growth opportunities
Collaborative, agile, and innovative team culture
Opportunity to shape onboarding processes as the first person in the role
Potential for expanded scope as the onboarding function matures