Senior Onboarding Project Specialist (SaaS)

Location: Remote, United States

Salary: $85,000–$110,000 per year

Company

hirify.global develops a BOM to Build Platform that connects Product Lifecycle Management and Manufacturing Execution Systems for hardware innovators and improves the electronics supply chain.

What you will do

• Own sales-to-customer-success handoffs, review discovery materials, identify missing requirements, and resolve open questions.
• Manage multiple customer onboardings with defined plans, milestones, owners, target dates, status tracking, and early risk escalation.
• Coordinate account configuration with Support, Product, and Engineering, including setup reviews with customer stakeholders.
• Schedule and prepare CSM-led enablement sessions and office hours, including attendees, agendas, and customer pre-work.
• Maintain clear customer communication, onboarding records, and cross-functional visibility in Notion, Salesforce, and Pylon.
• Improve onboarding playbooks, intake forms, checklists, and templates while tracking time to configuration completion, enablement, first purchase, and active onboardings.

Requirements

• 4+ years of experience in customer onboarding, implementation, or project management in a B2B SaaS or technology environment.
• Experience managing multiple concurrent customer projects with separate timelines, stakeholders, and milestones.
• Strong ownership, organization, follow-through, written and verbal communication, and ability to drive decisions and hold stakeholders accountable to dates.
• Comfort learning and configuring SaaS platforms and diagnosing setup issues well enough to route them appropriately.
• Familiarity with SFDC, Pylon, Notion, Gainsight, or Metabase, with the ability to learn new platforms quickly.
• Hands-on use of AI tools such as Claude for customer communications, call summaries, trackers, or repetitive-work automation.
• Adaptability in an early-stage environment where processes are still being built.
• Must be a U.S. citizen, lawful permanent resident, protected individual, or eligible to obtain required U.S. Department of State authorizations under ITAR regulations.

Nice to have

• Experience in supply chain, procurement, or hardware/manufacturing.

Culture & Benefits

• High-impact ownership of the onboarding experience for every new customer.
• Opportunity to establish the onboarding function as the first person in the role.
• Collaborative, agile, and innovative working environment.
• Mentorship, training, professional development, and potential for expanded scope as the function matures.
• Employment with an equal opportunity employer committed to diversity.