Onboarding Specialist I (SaaS)

Location: Remote - USA

Company

Client experience platform for appointment-based self-care businesses, including salons, spas, medspas, and barbershops.

What you will do

• Manage customer onboarding projects from kickoff through successful activation using established processes and implementation standards.
• Serve as the primary customer contact, maintaining communication, accountability, and a consistent onboarding experience.
• Coordinate project plans, timelines, milestones, deliverables, configuration tasks, data collection, testing, and launch readiness.
• Track progress and maintain accurate documentation across Salesforce, GuideCX, and operational systems.
• Identify risks, delays, and blockers, escalate concerns, and coordinate resolutions with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success.
• Contribute feedback and ideas to improve onboarding processes, customer experience, and operational efficiency.

Requirements

• 1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management.
• Strong organizational, time management, communication, prioritization, and follow-through skills.
• Ability to manage multiple projects and competing priorities while maintaining attention to detail.
• Ability to build customer relationships, maintain professionalism, identify problems, and escalate issues appropriately.
• Technical aptitude and willingness to learn SaaS onboarding workflows, system configurations, and operational processes.
• Must be based in the USA for this remote role.

Nice to have

• Experience in SaaS onboarding or software implementations.
• Experience using Salesforce, GuideCX, or similar CRM and project management platforms.
• Experience in wellness, healthcare, medspa, salon, or other service-based industries.
• Experience managing customer-facing projects or timelines.

Culture & Benefits

• Fully remote work with a monthly work-from-home stipend.
• 401(k) matching plus medical, dental, vision, and life insurance.
• Flexible vacation day policy.
• Family planning resources and specialized support programs.
• Equity and access to the hirify.global Bucks learning and development program.