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Onboarding Specialist - SMB - Remote

1 month, 1 week ago
United States
Full-time
Junior
Implementation Engineer
Customer and Technical Support
CRM HubSpot Salesforce
Apply Now
Steer.io

Steer.io

Steer.io is a sales process intelligence company that provides AI-driven guidance to help businesses find the next best step, capture customer touch points, and make informed decisions for increased success rates. Their platform offers actionable insig...

Internet Software & Services
View All Jobs 7

Description

  • Manage end-to-end customer onboarding across multiple products, including outreach, requirements gathering, and setup coordination.
  • Tailor and configure customer-facing templates based on client inputs and business goals.
  • Implement scheduling tools and CRM setups, including integration, configuration, training, and enablement.
  • Serve as the primary point of contact for customers throughout the onboarding journey and provide responsive support.
  • Troubleshoot technical issues and coordinate updates to live configurations as needed.
  • Collaborate with teammates focused on integrations, scheduling, and CRM setup to deliver a seamless onboarding experience.
  • Own the free-trial to paid conversion process to drive customer adoption.
  • Help define the onboarding playbook and establish the team’s approach for the new solution.
  • Seek out new knowledge and apply an exploratory mindset to AutoOps and Steer products.

Requirements

  • 2+ years of experience in customer onboarding, customer success, or implementation support, ideally in a SaaS or digital tools environment.
  • Experience managing a client-facing product or tool on behalf of customers, such as configuring, launching, or supporting a templated platform, dashboard, or embedded experience.
  • Strong communication skills.
  • Customer-first mindset.
  • Ability to manage multiple onboarding projects at once with strong organization and follow-through.
  • Proactive, resourceful, and ownership-driven approach.
  • Experience with KPIs such as Time to Live and Time to Onboarding Complete.
  • Experience with a CRM such as HubSpot, Salesforce, or similar tools.
  • Experience onboarding and training on multiple products or modules.
  • Experience with templated content platforms, CMS tools, or WYSIWYG editing is preferred.
  • Exposure to scheduling or CRM tools is preferred.
  • Comfort with technical troubleshooting or support escalation workflows is preferred.
  • Experience in a high-volume environment with short onboarding cycles is preferred.
  • Experience onboarding low-tech customers is preferred.

Benefits

  • 100% remote work environment.
  • Medical, dental, and vision insurance within 30 days.
  • 100% employer-paid medical insurance.
  • Equity package.
  • Flexible PTO with a 15-day minimum.
  • Generous parental leave.
  • FSA and HSA options.
  • 401(k) retirement plan.
  • Growth and wellness stipend.
  • WFH equipment provided.
  • Opportunities for development and career growth.

Interested in this position?

Apply directly on the company website

Apply Now

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