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Fullsteam

Customer Onboarding & Training Specialist

Fullsteam

. Manage the onboarding process from initial welcome through implementation and transition to ongoing support .

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 - $95,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer onboarding and software training, with a strong focus on developing customized training materials and delivering engaging sessions. Proficient in managing customer relationships and ensuring successful software adoption through effective communication and support.

Highest-signal resume keywords
Customer OnboardingSoftware Training DevelopmentCustomer Relationship ManagementTechnical Support ExperienceSaaS Product Familiarity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Software TrainingOnboarding Program DevelopmentDocumentation CreationProblem-SolvingTime ManagementMultitaskingTechnical Concept ExplanationCustomer SuccessInstructional Video CreationInteractive Tutorial Development
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationOrganizational SkillsCustomer-First MindsetAdaptability
Tools & Technologies
Microsoft OfficeMicrosoft TeamsZoomLearning Management SystemsCanvaProduct FruitsCRM PlatformsOnboarding PlatformsWebinar ToolsVirtual Meeting Software
Industry Keywords
SaaSCustomer SupportPoint-of-SaleInventory ManagementService SchedulingRetail

About the role

Key responsibilities & impact
  • Manage the onboarding process from initial welcome through implementation and transition to ongoing support
  • Lead kickoff meetings to understand customer needs, workflows, and business goals
  • Develop customized onboarding and training plans
  • Coordinate software setup, configuration, and implementation with internal teams
  • Track progress, address challenges, and ensure customers are prepared to use the software successfully
  • Conduct follow-ups to evaluate customer satisfaction and adoption
  • Deliver engaging software training through virtual meetings, webinars, and individual or group sessions
  • Explain software features, workflows, and best practices using real-world examples
  • Adapt training to different experience levels and learning styles
  • Identify additional training needs and promote customer confidence and independence
  • Create and maintain training materials, including videos, tutorials, user guides, webinars, and step-by-step documentation
  • Develop and update FAQs, knowledge base articles, and self-service resources
  • Create interactive product walkthroughs and in-application training
  • Keep educational materials current with software updates and new features
  • Collaborate with internal teams to identify common customer questions and improve training resources
  • Build strong customer relationships through proactive communication and support
  • Set clear expectations for onboarding timelines and customer responsibilities
  • Monitor customer engagement and provide additional guidance when needed
  • Partner with Sales, Customer Support, Account Management, and Product Development to ensure a smooth customer experience
  • Communicate customer feedback and recommend improvements to onboarding and training processes

Requirements

What you’ll need
  • Experience in software training, customer onboarding, customer success, technical support, or a related customer-facing role
  • Strong verbal and written communication skills, with the ability to explain technical concepts to nontechnical audiences
  • Excellent organizational, time-management, and multitasking skills
  • Ability to manage multiple customers and deadlines simultaneously
  • Comfortable leading virtual presentations and training sessions
  • Strong problem-solving skills and a customer-first mindset
  • Ability to quickly learn new software and business processes
  • Experience creating professional training materials and documentation
  • Proficiency with Microsoft Office, Teams, Zoom, or similar tools
  • Ability to work independently and collaborate effectively with internal teams
  • Experience with SaaS products or business management software preferred
  • Familiarity with retail, point-of-sale, inventory management, or service scheduling preferred
  • Experience with CRM, customer support, or onboarding platforms such as Zoho or HubSpot preferred
  • Familiarity with learning management systems, Canva, Product Fruits, or similar tools preferred
  • Experience creating instructional videos, webinars, and interactive tutorials preferred
  • Previous experience developing structured onboarding or software training programs preferred