Onboarding Specialist

TL;DR

Onboarding Specialist: Guiding high-revenue prospective customers through a smooth and value-driven transition onto the platform with an accent on data migration, financial setup, and product configuration. Focus on proactive timeline management, issue resolution, and ensuring full activation for long-term success.

Location: Remote anywhere in the continental United States

Salary: $60,000 – $72,000 USD (yearly base salary in New York, California, and Washington)

Company

hirify.global is building an ecosystem empowering small business owners with business management tools, combining fintech, SMB software, and consumer company aspects.

What you will do

• Partner with Account Executives to onboard high-revenue prospective and newly closed accounts.
• Manage the end-to-end onboarding process, including data transfer, payments, and product configuration.
• Serve as the primary customer contact, proactively managing timelines, expectations, and risks.
• Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs.
• Identify blockers or technical challenges and collaborate with internal teams to resolve issues.
• Share customer feedback and onboarding insights to continuously improve processes.

Requirements

• 1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience preferred).
• Proven ability to manage multiple onboarding engagements simultaneously.
• Strong collaboration skills with Sales teams in a fast-paced environment.
• Comfort working with technical and operational workflows such as data migration and payments setup.
• Excellent communication skills, with the ability to explain complex concepts to various audiences.
• Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion.
• Experience working with CRM and customer tools (e.g., HubSpot, Salesforce).

Culture & Benefits

• Flexible PTO.
• Competitive health & dental insurance options, with premiums partially or fully covered by GG.
• In-person opportunities designed to foster collaboration and build community.
• Fertility and adoption benefits via Carrot.
• Generous, fully-paid parental leave policy.
• 401k benefit, eligible to contribute starting day 1.
• Yearly stipend for approved learning and educational-related expenses.
• Pre-tax commuter benefits and Dependent Care FSA.