• Serve as the primary point of contact throughout the onboarding lifecycle. • Partner effectively with Sales, Derivatives Legal Counsel, Credit, Operations, KYC, and Compliance teams. • Address documentation questions and resolve issues proactively. • Request, collect, review, and process all regulatory and derivatives documentation. • Collaborate closely with Derivatives Legal Counsel on negotiated items. • Coordinate with KYC teams to verify Beneficial Ownership and entity classification. • Maintain and update client profile in approved systems. • Monitor onboarding metrics including KRIs, SLAs, and KPIs. • Identify opportunities to streamline onboarding processes. • Support documentation remediation initiatives.

• Manage the end-to-end onboarding process from approved applicant to first completed job. • Guide drivers through documentation, background checks, training, and app setup. • Ensure drivers clearly understand expectations, policies, and service standards. • Verify driver documentation and onboarding requirements for accuracy and completeness. • Ensure onboarding processes meet safety, quality, and compliance standards. • Identify friction points in the onboarding journey and implement improvements. • Work closely with Driver Acquisition to improve funnel handoffs.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are hiring an Onboarding Specialist to own the end-to-end onboarding experience for new Pursuit customers, and to serve on the front line of our customer support motion. This role is intentionally scoped to include both onboarding and first-line support. - Own the onboarding process for new customers from kickoff through go-live - Lead onboarding calls, configure customer environments, and guide customers through CRM integrations - Ensure customers are properly set up signals and workflows - Partner with customers’ RevOps and Sales stakeholders to align onboarding configuration to real-world sales processes - Drive customers to clear onboarding completion criteria and go-live - Identify onboarding risks early and proactively resolve blockers - Serve as first point of contact for customer questions and issues - Troubleshoot product usage, configuration questions, and basic technical issues - Triage and escalate product bugs or complex issues to Engineering - Maintain clear communication with customers on issue status and resolution - Collaborate with CSMs to drive proactive support motions to anticipate and mitigate issues affecting onboarding - Document onboarding workflows, common issues, and best practices - Contribute to onboarding guides, templates, and customer-facing documentation - Identify recurring onboarding and support friction points and propose improvements - Partner with Engineering to inform self-service and scaled onboarding motions Qualifications - 2-5 years of experience in SaaS environment (ideally time spent in sales/solution engineering or revenue operations) - Process and outcomes ownership - Revenue-fluent: understand sales processes, CRM systems, and how revenue teams operate - Technically curious and able to quickly learn new systems and workflows - Comfortable directing customer-facing onboarding experience and sessions - Tailor presentations and sessions to the appropriate audience – from executive stakeholders to solution administrators Requirements - Must be comfortable owning the customer onboarding outcomes and the process iterations to improve the speed to value Nice To Haves - Experience onboarding customers onto Sales or RevOps tools - Hands-on experience with CRM (e.g. Salesforce or HubSpot) - Ability to translate messy data into meaningful insights Benefits - Work with proven founders affecting trillions in government contracts - Ground floor opportunity to shape the company, not just your role - Our mission is to improve government, benefitting every citizen - Work at the intersection of AI, programmatic marketing, and data-driven growth - Join a highly ambitious, well-funded startup - Own and execute innovative, high-impact projects that redefine how businesses engage with public-sector opportunities - You’ll be challenged every day; your growth will come in dog years

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Customer Onboarding Specialist plays a critical role within the Professional Services Team, overseeing strategic onboarding of Trustwell products for medium to large enterprise customers. This role not only delivers high-quality onboarding experiences but also serves as a mentor and thought leader across the team. - Lead complex onboarding projects with strategic customers, ensuring timely delivery and high-quality service - Mentor onboarding team members on best practices, conflict resolution, and project management techniques - Collaborate cross-functionally with Product, Engineering, and Customer Success to provide customer feedback and influence platform improvements - Serve as a subject matter expert in FoodLogiQ software configuration and process design, offering consultative guidance to maximize platform value - Proactively communicate project progress, risks, and mitigation strategies to both internal stakeholders and customers - Develop and host training sessions, both internally and externally, supporting customer education and team knowledge sharing - Provide hands-on support for technical configuration, data analysis, and supply chain partner onboarding - Identify opportunities to expand services or improve the customer experience, working with leadership to shape new offerings - Provide strategic insights and recommendations to enhance Supplier Onboarding processes, with a focus on increasing platform adoption and driving growth in services revenue - Help administer team tools and documentation, ensuring consistent processes and accurate resource materials - Participate in user acceptance testing and provide product feedback from a customer onboarding lens - Champion customer success by aligning onboarding outcomes with long-term business goals and platform adoption - Support strategic planning efforts for large-scale initiatives and continuous improvement projects within the Professional Services team - Other duties as assigned and/or required Qualifications - Bachelor's degree in Business, Marketing, Project Management, or similar; preferred - 2+ years of experience in Project Management, or in a similar customer success onboarding role; required - Certificate in Project Management (PMP); preferred - Experience with FoodLogiQ, Salesforce, JIRA, Gantt charts, Smartsheet, Python, Workato, Harvest, Auth0, etc.; preferred - Experience in designing, presenting, and maintaining training video content; preferred - Experience using Camtasia is a plus! Requirements - Proven track record of leading onboarding projects with enterprise customers - Strong project management skills, including risk identification, timeline management, and stakeholder communication - Experienced mentor and collaborator with the ability to coach others and support team development - High emotional intelligence and excellent interpersonal skills - Outstanding written and verbal communication, including client presentations and executive summaries - Strong analytical skills with expertise in Excel, Google Sheets, and data manipulation tools (e.g., Power Query, Power Automate) - Comfortable navigating cross-functional relationships and advocating for customer needs internally Benefits - Full healthcare benefits, including medical, dental, and vision - Supplemental benefits, including STD, LTD, HSA, 401k, etc. - Responsible Time Off (PTO) + Holiday Pay - Competitive Compensation + Bonus! - Excellent culture, growth opportunities, plus much more...