Onboarding Specialist

Remote (United States)

Job Details

Employment Type: Full Time

Department: Sales

Compensation: $87,000 base salary per year

On-Target Commission: $33,000 uncapped

About the Role

The Onboarding Specialist will help new customers successfully launch and use a financing platform during their first 30 days. This is a customer-facing role within the sales and onboarding organization, focused on training, implementation preparation, customer engagement, software adoption, and early account success.

The role requires strong communication skills, the ability to build excitement and trust with customers, comfort using multiple software platforms, and the ability to troubleshoot quickly during onboarding conversations.

What You’ll Do

• Deliver best-in-class training to customers during the onboarding process.
• Prepare before customer calls to make implementation efficient, practical, and useful for each account.
• Share engaging customer success stories and practical examples to build early momentum and excitement around the platform.
• Use multiple software tools to create a meaningful and effective onboarding experience.
• Maximize customer usage of the platform during the first 30 days after account launch.
• Introduce and optimize marketing placement and platform positioning with merchant partners.
• Provide customers with best practices, materials, and guidance that can help increase revenue and platform usage.
• Share critical customer feedback with internal teams to improve onboarding, customer experience, and platform adoption.

Qualifications

• 2+ years of experience in a customer-facing role.
• Strong passion for delivering an excellent customer experience.
• Exceptional verbal and written communication skills.
• Strong ability to connect with people and build interpersonal trust.
• Comfort working with different software platforms.
• Adaptability and proven ability to troubleshoot issues in real time.
• Problem-solving mindset with a can-do attitude.
• High attention to detail.
• Experience in sales, customer success, or account management is a plus.

Benefits

• Generous equity grant.
• Medical benefits.
• Vision benefits.
• Dental benefits.
• Fully remote company environment.
• Summer company retreat.
• Winter company retreat.