Responsibilities
- Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope
- Configure SaaS applications based on documented customer requirements and established best practices
- Guide customers through setup, validation, and go-live readiness activities
- Identify onboarding risks, dependencies, and issues; elevate appropriately to maintain delivery momentum
- Deliver end‑user and administrator training to support successful adoption
- Provide onboarding guidance, best practices, and product usage recommendations
- Ensure customers are prepared for transition to Customer Success or Support teams
- Maintain accurate onboarding documentation, configuration records, and customer artifacts
- Track progress against milestones, timelines, and success criteria
- Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
- Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency
- Use data, dashboards, and AI‑supported insights to monitor onboarding health and identify risks early
- Continuously build AI literacy and apply AI‑enabled practices as part of day‑to‑day delivery
Requirements
- 2‑3 years of experience delivering SaaS onboarding or implementation engagements
- Bachelor’s degree preferred
- Strong customer‑facial communication, facilitation, and training skills
- Ability to manage multiple onboarding engagements with accountability and attention to detail
- Technical aptitude for system configuration and solution setup
- Comfort working within structured delivery frameworks and onboarding plans
- Ability to document requirements, configurations, and processes clearly and accurately
- Customer‑focused, proactive, and ownership‑oriented
- Organized and execution‑focused with strong follow‑through
- Collaborative team player aligned to shared outcomes and onboarding standards
#J-18808-Ljbffr