Onboarding Specialist (SaaS)

TL;DR

Onboarding Specialist (SaaS): Guiding new SMB customers through a structured onboarding experience to enable successful software adoption with an accent on configuration, training, and early value realization. Focus on executing standardized engagements, monitoring onboarding health via data, and leveraging AI tools to optimize delivery workflows.

Location: Preferred Columbus, GA or Atlanta, GA; open to Remote (US)

Company

hirify.global provides integrated software and financial solutions to various communities and organizations to help them manage and grow member engagement.

What you will do

• Execute standardized onboarding engagements following defined frameworks and timelines.
• Guide customers through software setup, configuration, and orientation to ensure adoption.
• Deliver tailored training and enablement resources based on customer maturity.
• Track progress against milestones and maintain detailed onboarding documentation.
• Collaborate cross-functionally with Product, Customer Success, and Support for smooth handoffs.
• Leverage AI tools and data dashboards to monitor health and improve onboarding efficiency.

Requirements

• Experience in SaaS onboarding, implementation, or customer enablement.
• Strong customer-facing communication, facilitation, and training skills.
• Ability to manage multiple engagements with high attention to detail.
• Proficiency with Windows, Microsoft Office, and Adobe Acrobat.
• Ability to work within structured delivery frameworks and PMO governance.
• Must be based in the US (Preferred: Georgia)

Culture & Benefits

• Medical, dental, and vision insurance options.
• 401(k) with 100% 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.

Hiring process

• Interactive and conversational interviews based on personal experience.
• Strict prohibition of real-time AI tools or external assistance during interviews.