Customer Onboarding Specialist

Other Jobs To Apply

đź’Ľ Customer Onboarding Specialist

🏠 Remote

About Our Client

Our client is a fast-growing field service software platform helping service businesses manage their day-to-day operations. They are looking for a Customer Onboarding Specialist to guide new clients through the setup process and serve as their go-to point of contact for follow-up product questions after setup.

About the Role

Our client is looking for a

Customer Onboarding Specialist

to run structured, confident onboarding calls that get customers set up and ready to operate independently within about an hour. You will be trained on a setup wizard with approximately 15 steps and expected to walk customers through it clearly and patiently every time.

This is a structured, repeatable role with a clear process and strong training provided. If you are a clear communicator, organized, comfortable on video calls, and take pride in leaving customers feeling confident and supported, this role is a strong fit.

Responsibilities

Customer Onboarding Calls

  • Lead structured one-hour onboarding calls with new clients to walk them through the platform setup wizard step by step
  • Ensure customers complete all required setup steps and leave the call ready to operate independently
  • Communicate clearly and patiently with business owners and operators who may not be technical
  • Keep calls focused, on time, and on track without losing the customer along the way

Post-Onboarding Product Support

  • Respond to follow-up product questions from customers after their initial setup call
  • Jump on additional calls when customers need help working through specific platform questions
  • Track open customer issues and ensure every question is resolved fully before closing the loop

Process and Documentation

  • Follow the established onboarding process consistently across every customer interaction
  • Document customer feedback, common questions, and recurring issues to help improve the onboarding experience over time
  • Maintain accurate records of onboarding status and follow-up items for each account

What We're Looking For

  • Proven experience in customer onboarding, account management, customer success, or a similar client-facing role
  • Strong verbal and written English communication skills with a clear, patient, and professional tone on calls
  • Comfortable leading structured video or phone calls with business owners and operators
  • Organized and detail-oriented with strong follow-through on open customer questions and tasks
  • Quick learner who can become confident and fluent with a new software platform after training
  • Self-directed and reliable in a fully remote environment

Nice to Have

  • Experience onboarding customers onto a SaaS platform or business software product
  • Background in field service, dispatch, lawn care, pool service, or similar industries
  • Experience supporting small or medium-sized business clients
  • Familiarity with CRM or customer success tools for tracking accounts and follow-ups

Work Schedule

    100% remote setup

    so you can work wherever you're most productive

    • This position operates on a

    full-time basis

    , with dedicated hours to ensure alignment with the team and delivery of quality work

    • Availability during

    US business hours

    is required

    Compensation & Time Off

    • Compensation paid in

    USD

    • Paid

    bi-monthly

    on the 15th and 30th

      Paid Time Off

      according to company policy

        Holidays observed

        according to company guidelines

        Application Requirements

        Please submit:

        • An updated resume
        • A

        1 to 2 minute Loom video

        introducing yourself, describing your experience in customer onboarding or client-facing support, and explaining how you handle a customer who is confused or frustrated during a setup call

        Only candidates who submit a Loom video will be moved to the next step of the hiring process.

        Originally posted on

        Back to blog

        Other Jobs To Apply

        Remote Copy-editor/Proofreader

        Pre-Service Patient Estimate Rep- Remote

        Paid Product Tester

        Chat Support Agent (Remote) - 15 - 18/hr

        Remote Copywriter for Impactful Campaigns | Flexible Hours

        Part-Time Medical Transcription Jobs from Home for Healthcare Experience Holders

        Part-Time Medical Transcription Jobs from Home for Healthcare Experience Holders

        Sr. Engineer – FAA Voice Systems Remote / Telecommute Jobs

        Customer Service Representative (Remote)

        Forklift Operator

        Growth Marketing Manager – Paid Media & Klaviyo (AI-First)

        Social Media Moderator at At Your School (AYS, Inc.) United States

        Flight Attendant(PT)-Los Angeles,CA

        Remote Overnight (3rd Shift) Customer Service Representative – Loan Approvals, Payment Arrangements & Client Support (11 pm – 7 am)

        SATs Tutor

        Director, Sales - Walmart at Novolex: 100% Remote (Bentonville, AR)

        Social Media Moderator at At Your School (AYS, Inc.) United States

        Hiring Now - Work from Home - No Experience

        Flight Attendant(PT)-Los Angeles,CA

        Billing & Collections Consultant (Remote102026)

        Remote Licensed Insurance Rep - $19/hr + Full Benefits

        Editorial Quality Specialist – American English Copy Editing | $60/hr Remote

        icreatives is hiring: Graphic Design / Creative Design (Remote) in Miami

        Amazon seeks XL Warehouse Associate in Miami Gardens | Hiring

        amazon work from home $15+/ Hour (Sign on Bonus!)!

        YouTube Video Editor – Long-Term Collaboration

        Navigator Call-Center (Remote)

        Sr. Talent Acquisition Specialist Remote / Telecommute Jobs

        Carrollton Area Part-Time:Flight Attendant

        Remote Pharmacy Tech for Patient Care & Prescriptions

        Full Stack Engineer

        Senior Care Scheduler — Flexible Weekend Remote

        Lead Quantitative Analytics Specialist - AIM Fraud Modeling

        Remote Video Game Annotator for AI Training

        Remote YouTube Moderator

        _ Remote Entry Level Jobs (No Experience Needed) | Start ASAP | Flexible Schedule

        Remote Medical Transcriptionist

        Remote Web Gaming Test Operator (Hiring Immediately)

        Sr. Associate, Process Manager - Business Cards & Payments (Work From Home)

        Kitchen Leader - Now Hiring

        Work at home Data Entry Clerk - Part Time

        Ship Operations - Now Hiring

        Fulfillment Center-Warehouse Needed-Miami Area | Hiring

        Work at Home Data Entry Agent - Part Time

        Strategic Communications Lead for Explorer Programs

        Senior Level Designer - BEYOND GOOD & EVIL 2 (F/H/NB)

        On-Site Content Moderator | 24/7 Shifts + Wellness

        Full Stack Engineer

        Compliance Analyst II - Remote

        Senior Corporate Lending Officer - Commercial C&I (remote)

        Common Interview Questions And Answers

        1. HOW DO YOU PLAN YOUR DAY?

        This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

        2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

        When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

        3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

        Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

        4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

        With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

        5. HOW DO YOU PROCESS INFORMATION?

        Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

        6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

        Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

        7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

        Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

        8. HOW TO PRIORITIZE WORK?

        The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

        9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

        Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

        10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

        This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...