Customer Onboarding & Training Specialist (SaaS)

Location: Remote - US

Salary: $85,000–$95,000 USD per year

Company

hirify.global provides vertical software and embedded payments technology for small and medium-sized businesses. RB Retail & Service Solutions develops business management software for the pool and spa industry.

What you will do

• Manage customer onboarding from the initial welcome through software implementation and transition to ongoing support.
• Lead kickoff meetings, understand customer workflows and goals, and create customized onboarding and training plans.
• Coordinate software setup, configuration, implementation, progress tracking, follow-ups, and adoption evaluation with internal teams.
• Deliver virtual meetings, webinars, and individual or group training tailored to different experience levels and learning styles.
• Create and maintain videos, tutorials, user guides, webinars, FAQs, knowledge base articles, product walkthroughs, and in-application training.
• Build customer relationships, monitor engagement, communicate feedback, and collaborate with Sales, Support, Account Management, and Product Development.

Requirements

• Experience in software training, customer onboarding, customer success, technical support, or a related customer-facing role.
• Strong verbal and written communication skills, including the ability to explain technical concepts to nontechnical audiences.
• Excellent organization, time management, multitasking, problem-solving, and customer-first skills.
• Ability to manage multiple customers and deadlines, work independently, and collaborate effectively with internal teams.
• Comfort leading virtual presentations and training sessions.
• Ability to quickly learn new software and business processes.
• Experience creating professional training materials and documentation.
• Proficiency with Microsoft Office, Teams, Zoom, or similar tools.

Nice to have

• Experience with SaaS products or business management software.
• Familiarity with retail, point-of-sale, inventory management, or service scheduling.
• Experience with CRM, customer support, or onboarding platforms such as Zoho or HubSpot.
• Familiarity with learning management systems, Canva, Product Fruits, or similar tools.
• Experience creating instructional videos, webinars, and interactive tutorials.
• Previous experience developing structured onboarding or software training programs.

Culture & Benefits

• Full-time remote position based in the US.
• Inclusive workplace that values diversity of thought, experience, and background.
• Equal Opportunity/Affirmative Action employer.