Onboarding Specialist jobs in United States

Explore 98 matching jobs.

Workiz

Technical Onboarding Specialist

Workiz

Posted: 10/20/2026
SQLVoIP
Empower

Client Onboarding Specialist

Empower

Posted: 10/20/2026
Cloud
Ventra Health

Project Lead, Client Onboarding

Ventra Health

Posted: 10/20/2026
Callen-Lorde Community Health Center

Onboarding Specialist

Callen-Lorde Community Health Center

Posted: 10/20/2026
Business Process Outsourcing

Client Onboarding Specialist

Business Process Outsourcing

Posted: 10/19/2026
Atrium

Onboarding Coordinator

Atrium

Posted: 10/19/2026
Truist

Wholesale Payments Client Onboarding Advisor

Truist

Posted: 10/19/2026
WEX

Customer Onboarding Specialist I – French/English Speaking

WEX

Posted: 10/19/2026
SupplyHouse.com

Marketplace Onboarding Manager

SupplyHouse.com

Posted: 10/19/2026
Aprio

Accounting and Onboarding Manager, Client Accounting & Advisory Services – Restaurant, Franchise, Hospitality

Aprio

Posted: 10/16/2026
University of Wisconsin-Madison

Onboarding Coordinator

University of Wisconsin-Madison

Posted: 10/16/2026
Dental Intelligence

SMB Customer Onboarding Specialist

Dental Intelligence

Posted: 10/16/2026
DSV - Global Transport and Logistics

Onboarding Specialist

DSV - Global Transport and Logistics

Posted: 10/15/2026
Unix
Truist

Wholesale Payments Client Onboarding Advisor

Truist

Posted: 10/15/2026
Advocate Aurora Health

Clinician Onboarding Specialist

Advocate Aurora Health

Posted: 10/15/2026
BPCS, Comprehensive marketing solutions, ltd.

IT Operations, Onboarding Coordinator

BPCS, Comprehensive marketing solutions, ltd.

Posted: 10/14/2026
Savvy Wealth

Senior Onboarding Manager

Savvy Wealth

Posted: 10/14/2026
ReSource Pro

Customer Onboarding Analyst, Compliance

ReSource Pro

Posted: 10/14/2026
Cencora

Associate Specialist, Customer Onboarding

Cencora

Posted: 10/14/2026
SAI360

Customer Onboarding Manager

SAI360

Posted: 10/13/2026
PMP
EZFacility

Customer Onboarding Specialist

EZFacility

Posted: 10/13/2026
Workiz

Technical Onboarding Specialist

Workiz
Posted 10/20/2026full-timeSan Diego • California • United StatesMid-LevelSeniorWebsite
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Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in leading technical onboarding and integrations, ensuring customer success through effective communication and problem-solving. Proficient in managing data migrations and utilizing APIs, with a strong ability to train clients on complex software solutions.

Highest-signal resume keywords
Technical Onboarding ExperienceData Migration ExpertiseAPI Integration ProficiencyCustomer Communication SkillsTechnical Problem-Solving

Tech Stack

Tools & technologies
SQLVoIP

About the role

Key responsibilities & impact
  • Lead technical onboarding for new accounts in virtual sessions, configuring accounts end to end
  • Configure integrations, APIs, phone/communications, automations, reporting, and data flows
  • Show customers how to extract maximum value from the Workiz solution
  • Plan and run data migrations from legacy systems and spreadsheets
  • Validate customer data accuracy before go-live
  • Set up, test, and troubleshoot integrations, webhooks, and API connections end to end
  • Design and implement in-product solutions for complex workflows, including multi-location and franchise setups
  • Audit account configurations before go-live and at HyperCare exit
  • Own technical issues during onboarding by reproducing, diagnosing, documenting, and driving them to root cause with Support, Product, and R&D
  • Write reproducible defect reports with evidence and distinguish product defects from user error
  • Conduct technical discovery on customer priorities, existing systems, integrations, and data
  • De-escalate onboarding or sales concerns to keep customers moving forward
  • Collaborate with Sales, Support, Customer Success, and Technical Account Managers on customer transition and technical handoff
  • Contact new customers by phone and email to schedule onboarding sessions and track go-live readiness
  • Document configurations, integrations, feedback, and tasks in CRM
  • Send session recordings and create tutorials and technical setup guides as needed
  • Turn recurring onboarding issues into prioritized, evidenced product feedback
  • Define and maintain success milestones from kickoff through HyperCare completion
  • Track customer progress and coordinate with cross-functional teams to address adoption gaps or at-risk accounts

Requirements

What you’ll need
  • 4+ years in a customer-facing technical role, such as Technical Onboarding, Implementation Consultant, Solutions or Sales Engineer, Technical Account Manager, Technical CSM, or senior Support
  • Experience leading technical implementations, data migrations, or integrations for customers
  • Proven ability to debug software issues independently: reading logs, testing APIs, isolating variables, and distinguishing product defect from user error
  • Comfort with REST APIs, webhooks, integrations, and SQL or equivalent data querying
  • Experience providing training or product demonstrations to clients
  • Excellent verbal and written communication skills
  • Tech savviness and ability to quickly and constantly learn new products and processes
  • Ability to manage multiple concurrent onboardings using best practices in time management and organization
  • Proven ability to establish professional rapport and influence customers over email, video, or phone
  • Calm under pressure with frustrated customers, and willing to say no when the answer is no
  • Driven and highly motivated to ensure customer success
  • Experience with field service, SMB SaaS, or vertical software
  • Background in the trades or working closely with owner-operator businesses
  • Experience with VoIP, telephony, or payments products
  • Complex, multi-location, or franchise solution onboarding experience
  • HubSpot, Fullstory, and JIRA proficiency; familiarity with CRM and BI tooling
  • Experience in both start-ups and established companies
  • Knowledge of business processes, departments, and stakeholders

Benefits

Comp & perks
  • Employee stock options
  • Up to 100% employer-paid Medical, Dental, and Vision coverage options for employees
  • Generous dependent coverage options
  • 4% match on 401k contributions
  • Sick Leave: 5 days per year
  • Vacation Leave: 14 days per year (that grows with tenure!)
  • 2 Floating Holidays to use each year
  • Continuous learning opportunities
  • Fully stocked kitchen with premium coffee, drinks, and snacks
  • Monthly catered lunches
  • Hosted happy hours
  • Regular socials
  • Fitness and yoga studio (depending on office location)
  • Social lounge with golf simulator, pool table, and dart board (depending on office location)
  • Dog-friendly offices
  • Quiet spaces to recharge

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
Data MigrationAPI IntegrationSQLDebugging Software IssuesTechnical ImplementationsTraining and Product DemonstrationsWebhooksCRM DocumentationMulti-Location OnboardingComplex Workflow Design
Soft Skills
Excellent CommunicationTime ManagementCustomer Rapport BuildingCalm Under PressureMotivated to Ensure Customer Success
Tools & Technologies
HubSpotFullstoryJIRAVoIP ProductsTelephony SolutionsSaaS PlatformsBI Tooling
Industry Keywords
Field ServiceSMB SaaSVertical SoftwareOwner-Operator BusinessesTechnical Account Management