Onboarding Specialist

Required qualifications

• MSP experience required; ~5 years of IT experience preferred
• Own end-to-end onboarding for new customers of the Managed Services Provider
• Conduct client discovery sessions and gather technical/business requirements
• Document customer environments, systems, processes, and infrastructure
• Review and maintain documentation accuracy and consistency
• Partner with technical, sales, and customer success teams throughout onboarding
• Strong customer-facing communication and relationship-building skills are critical
• Broad "jack-of-all-trades" IT knowledge preferred over deep specialization
• Must be comfortable leading conversations and meeting directly with customers
• Personality, professionalism, and customer presence are top priorities
• Ideal backgrounds: Onboarding Specialist, Implementation Specialist, Technical Account Manager, Service Delivery Coordinator, Customer Success, client-facing MSP Support Technician or Systems Administrator
• NOT a fit for candidates who prefer a ticket-only/help desk environment with limited customer interaction