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Onboarding Specialist

TogetherworkWellness
Remote Full-time

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Experience Level

Experience

Qualifications

Qualifications: Strong communication and interpersonal skills to effectively engage with customers. Experience in customer service or support roles, preferably within a technology or SaaS environment. Ability to manage multiple onboarding projects simultaneously. Proficient in using CRM and onboarding software tools. Demonstrated problem-solving abilities and attention to detail. Willingness to learn and adapt to new technologies and methodologies.

About the job

Location

Columbus, GA or Atlanta, GA preferred. Open to remote candidates.

Role Overview

The Onboarding Specialist at Togetherwork helps new SMB customers get started smoothly and confidently. This role focuses on guiding customers through the early stages, ensuring they see value quickly and are set up for long-term success. As part of the Professional Services & Onboarding team, this position works closely with Product, Customer Success, Support, PMO, and Performance Insights teams to deliver a consistent onboarding experience. The work sets the stage for strong customer relationships and ongoing engagement.

What You Will Do

Customer Onboarding & Adoption

  • Lead structured onboarding sessions that follow established frameworks, timelines, and defined scopes.
  • Guide customers through setup, configuration, and orientation to ensure they are ready to use the platform fully.
  • Provide training and resources tailored to each customer’s needs and experience level.
  • Spot potential risks during onboarding, escalate concerns when needed, and help resolve issues to keep projects on track.

Delivery Execution & Coordination

  • Track onboarding progress against milestones, timelines, and key success criteria.
  • Keep thorough documentation, customer notes, and delivery records throughout each engagement.
  • Work with other teams to ensure a smooth handoff to Customer Success or Support when onboarding wraps up.
  • Follow PMO governance, delivery standards, and Performance Insights reporting methods.

Continuous Improvement & Enablement

  • Help document and improve onboarding processes and best practices.
  • Participate in feedback loops to refine onboarding quality and efficiency.
  • Support the rollout of new tools, methods, and operational standards as they are introduced.

AI-Enabled & Data-Driven Approaches

  • Use approved AI tools and automation to improve onboarding efficiency, quality, and consistency.
  • Rely on data, dashboards, and AI-driven insights to monitor onboarding health, identify risks early, and guide next steps.
  • Continue building AI skills and apply AI-enabled practices in daily work.

About Togetherwork

Togetherwork is a leading provider of collaborative solutions that empower businesses to streamline their operations and deliver exceptional customer experiences. We are committed to fostering a supportive and dynamic work environment that encourages professional growth and innovation.

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