Customer Onboarding Specialist
Skills
Software As A ServiceContextData AnalyticsMarketing AnalyticsOnline SupportPlaysReadiness
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Strong working knowledge of the PushPress product suite including configuration and core workflows
- Experience leading customer onboarding implementation or setup projects in a SaaS environment
- Comfort delivering onboarding over video screen share and live troubleshooting sessions
- Strong project management skills with consistent follow-up and milestone ownership
- Clear confident communication with the ability to explain technical concepts simply
- High attention to detail and disciplined use of systems and tracking tools
- Empathy and calm under pressure when supporting overwhelmed customers
- Two or more years of experience in SaaS onboarding implementation or client-facing roles
- Demonstrated ability to manage customers through multi-step multi-week setup processes with consistent follow-through
Nice to have
- Product mastery
- Accountability
- Contribution
- Continuous learning
- Ownership mindset
- Async collaboration
- Calm under pressure
Day to day
- Guide new customers through setup across the PushPress product suite including configurations integrations and initial workflows
- Deliver onboarding through one-on-one calls Intercom support and live troubleshooting while keeping customers confident and moving forward
- Track progress identify blockers and early churn signals and collaborate with Support and Operations to improve the customer journey
Hiring process
- Scenario-based onboarding exercises focused on real customer setups
- Review of communication style clarity and confidence during live walkthroughs
- Discussion of how you manage timelines blockers and competing priorities
- Assessment of ownership urgency and customer-centered decision making