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Skills
Artificial Intelligence (AI)unmatched
Best Practicesunmatched
Cross-Functionalunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Documentationunmatched
Knowledge Baseunmatched
Onboardingunmatched
Post-Salesunmatched
Process Improvementunmatched
Product Supportunmatched
Sales Cycleunmatched
Team Lead/Managerunmatched
Technical Supportunmatched
Testingunmatched
Training/Teachingunmatched
Description
Job Title: Onboarding Specialist
Location: In-office (Palo Alto, CA)
Reports to: Manager of Onboarding
What You Will Own (Responsibilities)
Guide new customers through implementation, training, and early adoption of an AI-powered communication platform.
Manage the full customer lifecycle from post-sale to early post-live.
Collaborate cross-functionally with Operations, Product, Support, Engineering, and Customer Success teams.
Engage in both external client communication and internal team coordination.
Focus on continuous process improvement and building strong customer relationships.
Define success by delivering efficient deployments and driving high customer satisfaction.
What You Will Need to Accomplish the Job (Minimum Qualifications)
Lead onboarding sessions tailored to each customer’s business goals.
Manage the full post-sale onboarding lifecycle: account creation, configuration, testing, training, deployment, and early post-live support.
Collaborate cross-functionally to resolve escalations and improve processes.
Build strong client relationships and provide education on platform best practices.
Develop documentation and contribute to the onboarding knowledge base.
What Will Make Us Love You (Preferred Qualifications)
Self-starter with a growth mindset.
Empathetic and intuitive communicator.
Comfortable navigating technical software environments.
Strong presentation and storytelling skills.
Collaborative and detail-oriented.
Passion for AI/tech and improving the customer experience.
Numbers & Facts
| Location | Palo Alto, California |
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