Onboarding Consultant (SaaS)

TL;DR

Onboarding Consultant (SaaS): Leading the onboarding, configuration, and activation of SaaS solutions for new customers with an accent on adoption, early value realization, and long-term customer success. Focus on configuring applications based on customer requirements, delivering end-user training, and leveraging AI tools to improve delivery efficiency.

Location: Hybrid - Austin, TX (2-3 days/week in office)

Company

hirify.global provides integrated software and financial solutions to communities and organizations including associations, camps, unions, and religious congregations.

What you will do

• Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope.
• Configure SaaS applications based on documented customer requirements and best practices.
• Guide customers through setup, validation, and go-live readiness activities.
• Deliver end-user and administrator training to support successful product adoption.
• Maintain accurate onboarding documentation and track progress against milestones and success criteria.
• Leverage AI tools and data-driven insights to monitor onboarding health and improve delivery quality.

Requirements

• 2-3 years of experience delivering SaaS onboarding or implementation engagements.
• Must be based in or able to work in Austin, TX (Hybrid).
• Strong customer-facing communication, facilitation, and training skills.
• Technical aptitude for system configuration and solution setup.
• Ability to document requirements, configurations, and processes clearly and accurately.
• Bachelor's degree preferred.

Culture & Benefits

• Medical, dental, and vision insurance options.
• 401(k) option with company match up to 4%.
• 100% employer-paid short/long term disability and basic life insurance.
• 10 sick days and 10 company-paid holidays annually.
• 6 weeks of paid parental leave.
• Generous accrual policy for non-exempt employees.

Hiring process

• Interactive and conversational interviews based on candidate experience.
• Assessment of individual judgment, problem-solving approach, and communication.
• Strict prohibition of real-time AI tools or external assistance during interviews.