Customer Onboarding Specialist
AI Summary
Guides new SMB customers through onboarding, setup, training, and launch; owns end-to-end onboarding, leads customer meetings, manages project plans, and uses CRM to track progress and handoff to ongoing support.
About this role
eSkill is seeking a Customer Onboarding Specialist to guide new customers from kickoff through setup, training, launch, and transition to ongoing support.
Reporting to the Director of Customer Onboarding, you will serve as the primary contact for primarily SMB customers and manage multiple concurrent onboardings at a time. You will help customers adopt the platform quickly, achieve early value, and become confident, independent users.
Success will be measured by onboarding completion rates, time to launch, and customer satisfaction.
Responsibilities
- Own customer onboarding from internal handoff through launch and transition to ongoing support.
- Lead customer meetings, including kickoff, training, integration, and launch preparation.
- Guide customers through account configuration, assessment setup, platform workflows, and results review.
- Manage project plans, timelines, responsibilities, risks, and follow-up.
- Coordinate issue resolution with customers and between internal teams.
- Maintain accurate customer and project records in our CRM.
- Escalate technical, product, content, commercial, or customer-risk concerns as needed.
- Improve onboarding processes and customer-facing resources.
Requirements
- 2+ years of experience in SaaS onboarding, implementation, customer success, training, support, or a related field.
- Strong project management, communication, organization, and problem-solving skills.
- Proactive, detail-oriented, and comfortable managing multiple priorities.
- Confidence leading customer meetings and software training sessions.
- Ability to explain workflows to users with varying technical experience.
- Proficiency with Salesforce, Microsoft Office, and other SaaS tools.
Preferred Experience
- HR technology or recruiting experience.
- Familiarity with ATS or HRIS integrations.
- Experience creating customer-facing training materials.
- Experience with HubSpot or Gong.
Benefits
- 401(k) with company matching
- Health, dental, and vision insurance
- Paid time off and holidays
- Opportunity to help shape a growing Customer Onboarding team
- In-person role at eSkill’s downtown San Antonio headquarters
Skills
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