Onboarding Consultant (SaaS)

TL;DR

Onboarding Consultant (SaaS): Guiding new clients through the implementation of software solutions with an accent on configuration, data migration, and user training. Focus on driving successful product adoption, managing client relationships, and leveraging AI tools to enhance onboarding efficiency and customer outcomes.

Location: Remote (United States only)

Salary: $60,000 – $65,000

Company

hirify.global provides end-to-end technology solutions for the social good industry, supporting over 20,000 customers including nonprofits and Fortune 100 companies.

What you will do

• Lead and manage the end-to-end onboarding process for new clients from kick-off to successful adoption.
• Conduct discovery sessions to identify client business needs, workflows, and goals.
• Develop and deliver tailored onboarding plans, including system configuration and user training.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues during the implementation phase.
• Collaborate with sales, product, and support teams to ensure a seamless client experience.
• Create and maintain comprehensive onboarding documentation and training materials.

Requirements

• Must be based in the United States and eligible to work without sponsorship.
• 2+ years of experience in a client-facing role such as onboarding, implementation, or technical consulting, preferably in a SaaS environment.
• Demonstrated experience leveraging generative AI tools to improve productivity and customer outcomes.
• Strong understanding of software implementation methodologies and best practices.
• Proficiency with CRM software and project management tools like Salesforce and Monday.com.
• Excellent communication and presentation skills with the ability to explain technical concepts to non-technical audiences.

Culture & Benefits

• Inclusive and equitable culture focused on social impact and the goal of increasing giving rates.
• Comprehensive benefits package supporting health, well-being, and professional growth.
• Opportunity to work with AI-powered tools to solve real-world human challenges.
• Commitment to diversity and equal opportunity employment.