Onboarding Specialist Remote Jobs in Minnesota (US)

This page tracks remote onboarding specialist openings that are location-eligible for Minnesota.

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521

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$22 - $120,000

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521 Jobs

389 Companies

Customer Onboarding Manager

Qualio

Qualio’s ready-to-use QMS unites your teams, processes, and data all in one place so you can get to market quickly.

Onboarding Specialist21 hours ago

Full Time Remote SeniorTeam 51-200H1B No Sponsor

Company Site LinkedIn

• Manage a portfolio of onboarding projects, ensuring that projects are consistently delivered on time and with quality • Partner with customers to understand their business requirements and objectives, and help design solutions and onboarding plans to achieve these objectives • Effectively manage all project communications, both internally and externally with customers • Educate and enable customers on Qualio products and best practices • Identify and track project risks and issues, and coordinate with internal resources to ensure timely resolution • Partner with Sales and CSMs to ensure smooth hand-offs throughout the customer journey, and with the Product team to ensure effective feedback loops for customer requirements • Maintain excellent relationships with Product Management and Development, ensuring all work is customer-focused.

View details: Customer Onboarding Manager

North America

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Integrations Specialist

LTK USA

Founded in 2011, LTK is the global technology platform purpose-built to empower lifestyle creators to monetize their content. The full-service platform connects brands, creators, and shoppers with a world-class shopping app and trusted tools and technology that make content instantly shoppable. Today, premium lifestyle creators in 160+ countries drive more than $5 billion+ in annual retail sales through their LTK Shop profiles. More than 40 million consumers turn to LTK Shops in the LTK shopping platform each month to find inspiration and instantly shop the styles recommended by their favorite creators. More than 8,000 retailers and 1M brands partner with LTK to gain access to its global creator network for content that converts against performance-driven, cross-channel KPIs. LTK is headquartered in Dallas, TX, and currently operates on five continents.

Onboarding Specialist1 day ago

Full Time Remote Mid LevelTeam 501-1,000

Role Description As an Integrations Specialist, you will be responsible for delivering fast, accurate assistance to brands onboarding onto the LTK Brand Platform, ensuring accuracy with the technical onboarding process. You will be expected to: - Troubleshoot brand issues and answer operational questions. - Support and diagnose semi-technical issues to help clients optimize their technical performance on our network. - Ensure all financial transactions related to onboarding are verified. - Migrate brands to different affiliate networks at the brands’ request. - Collaborate cross-functionally to resolve complex issues. The ideal candidate will have a passion for helping people and be a strong self-starter, possessing: - A strong eye toward detail to ensure that the onboarding process is complete. - Critical thinking skills to find solutions to client issues. - Strong emotional intelligence to manage and serve brands effectively. - A passion for delivering excellent service in a timely manner. - The ability to thrive in a fast-paced environment where accuracy and communication are essential. Qualifications - 1-2 years work experience in client management, SaaS customer support, or digital/affiliate marketing. - Experience communicating technical concepts to non-technical audiences. - Exceptional attention to detail. - Ability to work both independently and collaboratively. - Strong verbal and written communication skills. - Excellent organizational and analytical skills with strong technical acumen and time management skills. - Experience working with Affiliate Networks. - Comfortable with spreadsheets, management tools, and reporting. - Empathetic and solution-oriented. - Adept at finding creative solutions to technical and non-technical problems. - Experience working within defined SLAs. - Basic understanding of digital marketing technologies, social media, and influencer marketing. - Comfortable interacting with a diverse group of stakeholders, including brands, agency clients, network partners, and team members. - Experience with Zendesk and Hubspot. Requirements - Manage integrations for new brand partners on the LTK Platform and affiliate network platforms. - Ensure accuracy of onboarding and the technical integration and migration process. - Educate brands and internal teams on workflows and answer questions. - Migrate brands from one affiliate network to another, at their request. - Verify all financial transactions to ensure alignment between LTK systems. - Work in partnership with cross-functional teams to assist in onboarding potential brand partners and lead routing. - Optimize existing client relationships. - Proactively identify opportunities to improve processes, efficiency, and customer satisfaction. - Provide support to team members to increase efficiency and productivity. - Support in monitoring brand commission rates, cookie windows, deactivations, and ensuring programs meet qualification criteria. - Create and maintain internal documentation and knowledge base resources related to workflows. Benefits - The opportunity to be part of the leading global company in creator commerce. - A remote-first, productivity-first environment. - Competitive compensation and benefits package to meet the needs of you and your family. - 401(k) with LTK company matching. - Medical Insurance, Vision Insurance, Dental Insurance. - Paid Maternity Leave and Paid Paternity Leave. - Summer Fridays and Flexible PTO.

View details: Integrations Specialist

United States

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Onboarding Specialist

LeagueApps

LeagueApps is a digital management and marketing firm specializing in local sports events, leagues, and tournaments. The mission of LeagueApps is to provide a p

Onboarding Specialist1 day ago

Full Time Remote Mid Level

Company Site

Role Description The Onboarding Specialist will be the first point of contact for new LeagueApps partners, guiding them through the full activation process to ensure they find value in our platform quickly and confidently. In this role, you will manage all phases of partner onboarding—from initial kickoff calls through site implementation and platform training—across a diverse portfolio of new accounts. You will be responsible for driving strong activation rates across your book of business while maintaining an efficient and consistent approach to every partner launch. Your ability to build trust, set clear expectations, and keep onboardings on track will be the key to your success in this role. - Manage all phases of partner onboarding, launch, and activation across your assigned portfolio, including: - Initial Kickoff Calls - Program Setup through all year one programming - Site Implementations - Platform Training Sessions - Conduct 45–60 minute 1:1 training sessions with new partners, guiding them through platform setup and the full capabilities of the platform. - Maintain an active book of business of onboarding partners, managing multiple launches simultaneously with consistency and care. - Drive strong activation rates of new partner EARR sold through timely, consistent follow-up and proactive partner engagement. - Complete internal pre-kickoff preparation, including reviewing Salesforce Launch Handoffs, confirming gateway setup, and building partner-specific onboarding decks. - Perform consistent follow-up with partners every 3 business days and acknowledge all partner communications within 24 business hours. - Triage and route partner issues appropriately—escalating troubleshooting, member management, and gateway items to the Support team via warm handoffs. - Spot-check partner accounts in the LeagueApps management console and Salesforce to confirm accuracy of rates, org details, and launch status. - Maintain accurate records in Salesforce and Gainsight, keeping all launch details and session notes up to date. - Prioritize your book of business strategically, allocating time based on partner EARR, responsiveness, and estimated transacting start date. - Set clear boundaries with partners around scheduling, scope of work, and timelines to ensure efficient onboarding and protect your capacity. - Collaborate with Sales Consultants on smooth handoffs and loop in your manager when partner escalations or boundary issues arise. - Be the face of LeagueApps to new partners during their critical first weeks on the platform! Qualifications - 2+ years of experience in a customer-facing role such as onboarding, customer success, account management, or technical support, ideally at a SaaS company. - Strong communicator with the ability to clearly explain platform concepts and processes to non-technical audiences. - Highly organized and self-motivated, with excellent time management skills and the ability to manage a high-volume workload independently. - Comfortable with ambiguity and quick to learn new tools and processes in a fast-paced environment. - A natural relationship-builder who creates trust quickly and follows through on commitments. - Detail-oriented, with a proven ability to manage multiple projects and deadlines simultaneously without letting things fall through the cracks. - Resourceful and solutions-oriented—you assess issues before escalating and find ways to assist partners efficiently. - Comfortable using tools such as Salesforce, Zendesk, Zoom, Gmail, and Gainsight (or willing to learn quickly). - Passionate about youth and professional sports and energized by the mission of bringing sports access to all kids and communities. Compensation & Benefits - Base Salary Band: $62,014–$93,021 - Health Benefits: Medical, Dental, Vision coverage, HSA - Commuter Benefits - Home-Office Stipend - Sports Leagues subsidies for employees and their children - Cell phone and gym subsidies - Mental Health Resources; Talk Space - Social impact opportunities through our FundPlay initiative that includes events, volunteering and grant-making

View details: Onboarding Specialist

United States

$62.0K - $93.0K / year

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Enterprise Onboarding Specialist

GiveCampus

GiveCampus offers fundraising technology and solutions to help educational institutions advance their missions. As an employer, GiveCampus aims to hire "mission

Onboarding Specialist1 day ago

Full Time Remote Mid Level

Company Site

Role Description GiveCampus is looking for an Enterprise Onboarding Specialist to accelerate the onboarding process for a cohort of Enterprise schools by delivering a seamless, efficient, and partner-centric experience, driving faster time-to-value, team efficiency, and long-term partner success. - Own the Onboarding Process: Serve as the main point of contact for enterprise partners during onboarding, guiding them through implementation, timelines, and platform adoption and thoughtfully pass their Partner Success Manager. - Accelerate Time-to-Value: Streamline onboarding workflows to reduce implementation timelines and help partners see value from GiveCampus faster. Working closely with Product, identify and prioritize product enhancements that would improve the onboarding experience and time to value. - Create Repeatable Playbooks: Develop scalable processes, onboarding documentation, templates and best practices to increase efficiency for Enterprise onboarding and the Partner Success team. - Ensure Alignment Across Teams: As part of the Partner Success team, collaborate with Success Operations, Sales, Product, and Partner Operations teams to ensure smooth handoffs, set clear expectations, and address partner needs proactively. - Deliver a Best-in-Class Experience: Actively engage with partners to solve challenges, provide tailored guidance, and build trusted relationships during the critical onboarding phase and measure and increase their satisfaction over time. - Measure and Improve Success: Track key onboarding metrics, gather partner feedback, and recommend improvements to enhance the onboarding experience and drive partner satisfaction. - On-site Enterprise Engagement: Pioneer the integration of in-person based touchpoints into the onboarding experience – a new dimension of our approach for Enterprise customers to help deepen partner relationships and accelerate time-to-value. The expectation is that every Enterprise onboarding school gets at least one visit from the onboarding specialist during their onboarding period. Qualifications - Software Implementation Expertise: Experience implementing software solutions for enterprise-level partners in a SaaS environment. - Proficiency with Onboarding Tools: Familiarity with partner onboarding tools (e.g., Vitally, Monday.com, Smartsheet) or CRMs like Salesforce. - Technical Aptitude: Strong technical skills, including comfort navigating integrations, APIs, or troubleshooting implementation issues. - Partner-Centric Mindset: Passion for delivering an exceptional partner experience through clear communication, empathy, and proactive problem-solving that helps them achieve their goals. - Process Builder Experience and Mentality: Experience building systems from the ground up—developing, documenting, and refining workflows to establish sustainable, scalable solutions and building onboarding playbooks, knowledge bases, or training materials for scaled implementations. - Adaptability and Experimentation: Ability to embrace ambiguity, pilot new processes, and iterate quickly, consistently raising the standard for what onboarding can achieve. - Process Optimization: Proven ability to identify inefficiencies, implement repeatable solutions, and scale processes across teams to drive measurable impact. - Project Management Expertise: Ability to manage onboarding projects with structured processes, clear timelines, and measurable milestones while maintaining a sense of urgency to deliver results faster. - Ownership & Accountability: Demonstrated ability to take full ownership of outcomes, set a high bar for performance, and deliver on commitments with precision and excellence. - Bias for Action: A fast-paced, results-driven approach that prioritizes action over perfection, with a relentless focus on accelerating time-to-value for partners. - High Expectations & High Standards: A commitment to excellence in every detail, from partner communications to onboarding timelines, and a mindset of continuous improvement. - Big Ambition: An eagerness to push boundaries, reach for more, and build a first-of-its-kind onboarding function that sets new benchmarks for success. - Fewer People, Bigger Impact: Ability to drive results independently and collaboratively within a lean, high-performing team. Bonus Points - Exposure to EdTech or fundraising workflows, especially within Higher Education and K-12 schools.

View details: Enterprise Onboarding Specialist

United States

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Accounts Receivable Specialist

Bravas

Home Experience Design

Onboarding Specialist4 days ago

Full Time Remote Mid LevelTeam 201-500Since 2019H1B No Sponsor

Company Site LinkedIn

Role Description The Accounts Receivable Specialist is a member of the Regional Accounting Team, supporting their location(s) and Bravas’ Corporate Finance and Accounting department. This position will support the local office leadership by serving as the location’s financial contact for daily AR operational needs. This position works closely with both local operations and corporate finance teams. This position will be responsible for all AR transaction processing for their Bravas location(s). The position will also be asked to create process documentation and improvement. This is a remote position, but we are ideally looking for someone based in or around the San Francisco area to allow for occasional in-person collaboration when needed. Essential Duties and Responsibilities - Generate client invoices/statements and maintain the AR sub ledgers in accordance with GAAP and company policy. - Use the accounting system and associated systems to enter sales orders, recognize revenue, and feed data as necessary. - Conduct analysis of contracts and contract billing as needed to ensure appropriate revenue and cost recognition in accordance with GAAP. - Manage contract and service billings. - Manage collections of all AR for assigned location(s). - Respond to inquiries from the location leadership team, Regional Accounting and Corporate Finance. - Participate in special projects as needed. - Communicate with co-workers, management, clients, and others in a courteous and professional manner. - Conform with and abide by all regulations, policies, work procedures, and instructions. Qualifications - Strong accounts receivable background. - Proficient with Microsoft 365 (Outlook, Excel, Teams, Word, SharePoint). - NetSuite and QuickBooks experience. - Ability to work in a fast-paced growth stage environment. - Strong organizational skills and high-level of detail orientation required to maintain and submit all necessary documentation and meet deadlines and requirements. - Basic understanding of GAAP Accounting principles. - Effective verbal and written communication as this role will be client facing. Preferred Skills and Qualifications - Bachelor’s degree, associate’s degree, or equivalent in a related discipline is a plus. - Must have a minimum of 3 years of relevant hands-on accounts receivable transaction processing experience. - Experience in driving process improvement in a heavy growth environment. - Knowledge of computer technology and ability to work. - Working understanding of the connection with the company’s financial and operating systems and programs. Physical Requirements - Prolonged periods of sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. Benefits - Competitive salaries and bonuses. - Medical/dental/vision insurance. - Prescription drug coverage. - Health savings account and flexible spending accounts. - 401(k) plan. - PTO and holiday pay. Additional Information All candidate information will be kept confidential according to EEO guidelines. We are an equal opportunity employer that does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

View details: Accounts Receivable Specialist

United States

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Senior Manager, CRM & Client Onboarding

BizIQ - Smart Growth Marketing

Increase your Business Marketing IQ with the #1 Rated Small Business Digital Marketing Firm in the USA.

Onboarding Specialist5 days ago

Full Time Remote SeniorTeam 51-200Since 2012H1B No Sponsor

Company Site LinkedIn

• Lead, develop, and hold accountable a small onboarding team responsible for the end-to-end delivery of GoIQ CRM implementations for new BizIQ clients • Serve as the internal CRM subject matter expert, owning the configuration and quality of every new client's CRM environment, including pipelines, automation workflows, forms, and integrations • Own and continuously improve BizIQ's structured client onboarding journey — from kickoff call through platform go-live and the first 90-day check-in • Build and maintain a fully documented onboarding playbook that standardizes the client experience, reduces time-to-value, and scales with the team • Develop and maintain GoIQ's standardized CRM templates, the base setup deployed to every new client, evolving them as the platform and client needs change • Build client-facing marketing automation programs within the CRM, including lead nurture sequences, review request workflows, missed call text-back, and re-engagement campaigns • Lead or directly support client kickoff calls, platform walkthroughs, and training sessions that set expectations and build confidence from the first interaction • Establish and monitor onboarding health metrics, including time-to-launch, client activation rates, early churn signals, and 90-day satisfaction • Partner cross-functionally with sales and client success to ensure seamless handoffs before and after onboarding • Report onboarding performance metrics to leadership on a regular cadence, identifying friction points and proactively building solutions • Effectively present results, strategies, and client updates using tools such as PowerPoint or Google Slides • Contribute to special projects and cross-functional initiatives that move the business forward • Stay personally involved in onboarding new clients on an ongoing basis, translating hands-on delivery work directly into playbook improvements

View details: Senior Manager, CRM & Client Onboarding

United States

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Onboarding Coordinator

RedSail Technologies

Onboarding Specialist5 days ago

Full Time Remote Mid LevelTeam 501-1,000H1B Sponsor

Company Site LinkedIn

Role Description The Onboarding Coordinator is responsible for overseeing and coordinating the scheduling, planning, and execution of installation projects. Acting as a liaison between customers, installers, and internal departments, the Onboarding Coordinator ensures timely and successful completion of projects while delivering exceptional customer service. This role requires strong organizational skills and attention to detail to manage multiple projects simultaneously while maintaining clear and consistent communication across all stakeholders. - Coordinate and schedule installation projects in alignment with customer availability and internal timelines. - Communicate with clients to confirm project details, set expectations, and provide updates throughout the installation process. - Ensure all necessary documentation, contracts, and system entries are completed accurately and on time. - Collaborate with sales, technical support, and logistics teams to ensure smooth handoffs and project readiness. - Track the progress of installations and proactively address delays or obstacles to maintain project momentum. - Support the delivery and setup of equipment or services, including verifying shipment statuses and coordinating internal resources. - Maintain detailed records of each installation, including status updates, customer notes, and completion confirmations. - Serve as a point of contact for escalations or concerns during the installation process. - Help identify areas for process improvement and contribute to the development of more efficient coordination practices. - Perform administrative tasks related to installation, including data entry, reporting, and internal communications. - Uphold company standards for professionalism, accuracy, and customer service throughout all project phases. Qualifications - High school diploma or equivalent (Associate’s or Bachelor's degree preferred). Requirements - Strong organizational and multitasking skills. - Excellent communication and interpersonal abilities. - Ability to work well under pressure and manage changing priorities. - Problem-solving mindset with attention to detail. - Must have pleasant telephone manner and ability to conduct phone inquiries. - Must be professional, friendly, and have a positive attitude. - Previous customer service experience and communicating with customers over the phone. - Uses independent judgment and discretion based upon the employee’s experience in the position and knowledge of the products, equipment, and services. - Uses good judgement and possesses ethical work values. Benefits - Moderate or high levels of stress may be experienced in the performance of the job. - Position is performed in a general office environment, home office, or approved remote workspace where physical work includes sitting, standing, reaching, kneeling, bending, and lifting to 25 lbs. - Daily use of the Microsoft Teams (phone), computer, printer, and other routine office equipment. - Must have internet access. - Little responsibility for safety of others. Job is performed in an office setting where there are no hazardous materials or equipment. - Position is performed in an open office environment or approved remote work location. Salary Range $22.00 - $25.00/hr Work Location RedSail Office or Remote

View details: Onboarding Coordinator

United States

$22 - $25 / hour

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Senior Product Manager, Identity & Authentication

College Board

At College Board, we offer more than a paycheck- we provide a meaningful career, a supportive team, and a comprehensive package designed to help you thrive.

Onboarding Specialist5 days ago

Full Time Remote LeadTeam 1,001-5,000

Role Description This is a fully remote role, aligned to working core EST hours. Candidates who live near CB offices have the option of being fully remote or hybrid. All CB employees are required to occasionally travel to meet in person for business purposes. The Digital Product team is driving the evolution of College Board’s digital assessment experience. As AI reshapes education, we are preparing students for the future by ensuring our digital assessments remain secure, meaningful, and reflective of the knowledge and skills needed to thrive in an AI-enabled world. As Senior Product Manager, Identity & Authentication, you'll own the direction of our identity and authentication product domain: - The consumer IdP - Federated sign-in (SSO) - The end-to-end account creation and sign-in experience This is a senior individual contributor role for a product leader who is fluent in platform technology. You'll set the vision and roadmap, ground it in user research and data, and work closely with an engineering team to make it real. What You’ll Own - Identity & Authentication end to end, including user-facing experiences and the engine behind them. - The account lifecycle: account creation for consumer and professional accounts, and the full sign-up, sign-in, and recovery experience. - The identity engine: the credentials, MFA, and authentication platform behind sign-in. - Federated sign-in and SSO: the SSO experience for institutional users. - Trusted identity context: the identity signal the rest of the platform depends on. - Outcomes and measurement: KPIs that tie this domain to real user outcomes. In this role, you will: - Own Strategy and Product Direction (40%): - Own the vision and roadmap for Identity & Authentication. - Define the KPIs that connect this domain to user outcomes. - Make tradeoffs across reliability, security, and usability. - Make the case for identity investments that depend on other teams. - Lead Product Delivery (40%): - Work closely with your engineering team to turn strategy into capability. - Go deep on SSO flows, account recovery, and identity context. - Run discovery and validation continuously. - Keep platform performance and reliability visible in prioritization. - Communicate Value and Build Alignment (20%): - Give clear, outcome-focused updates. - Translate technical tradeoffs for senior non-technical stakeholders. - Engage directly with users who depend on these systems. What Success Looks Like - More users who start authentication finish it. - Federated sign-in and SSO integrations stay reliable. - Account-related support volume drops. - Other teams trust and build on the identity context you provide. - Product decisions trace back to evidence. - Leadership and engineering rely on your judgment. Qualifications - 8+ years of product management or related experience. - A track record of owning product strategy and roadmap for a complex, technical product area. - Direct experience with backend, platform, or infrastructure products. - Interest in how identity and trust shape user experience. - Demonstrated use of continuous discovery. - Exceptional written and verbal communication skills. - Strong collaboration and influence across product, engineering, security, and leadership. - The ability to travel 5-7 times a year to College Board offices. Preferred Qualifications - Direct experience with identity and authentication protocols (OAuth, OIDC, SAML). - Experience in education or educational technology. - Familiarity with AI-enabled tools, automation, or data workflows. Requirements - A passion for expanding educational and career opportunities. - Authorization to work in the United States for any employer. - Curiosity and enthusiasm for emerging technologies. - Clear and concise communication skills. - A learner's mindset and a commitment to growth. - A drive for impact and excellence. - A collaborative and empathetic approach. About Our Process Application review will begin immediately and will continue until the position is filled. This role is expected to accept applications for a minimum of 5 business days. What We Offer At College Board, we offer more than just a paycheck—we provide a meaningful career, a supportive team, and a comprehensive package designed to help you thrive. - The hiring range for this role is $120,000 – $190,000. - Your exact salary will depend on your location, experience, and qualifications. - We aim to make our best offer upfront, rooted in fairness and transparency.

View details: Senior Product Manager, Identity & Authentication

United States

$120K - $190K / year

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Customer Onboarding Specialist

Subsplash

The Ultimate Engagement Platform

Onboarding Specialist5 days ago

Full Time Remote Mid LevelTeam 201-500H1B No Sponsor

Company Site LinkedIn

Role Description As the Onboarding Specialist, you will report to the Onboarding Manager. The Onboarding Specialist welcomes the client post-sale and curates the onboarding experience to optimize client retention, maximum adoption of services and delivering delight. You will excel in teaching the client how to use Subsplash tools, understand our diverse services and usher them through the process to realize their value. Your Priorities - Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design - Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing - Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup - Reviewing client apps for quality assurance - Working with your team on new projects and ideas to better the client experience - Troubleshooting complex issues Qualifications - 2 years of customer service experience - Experience using systems like Zendesk, JIRA, Asana, and Google Apps Bonus Qualifications - Basic coding knowledge - Experience with Photoshop and/or other image manipulation and design programs Requirements - A Skilled Communicator: You’re a strong writer and comfortable on the phone - A Subsplash Platform expert: including all areas related to onboarding for the App, Giving, SnapPages, and future products - Technical: You enjoy learning about new technology and understanding how things work. You can build a Subsplash app that will pass review in under one hour and translate a client’s previous website into a SnapPages site within 3 hours - A Problem Solver: You’re a critical thinker by nature and love solving puzzles - Empathetic: Helping other people makes you happy - A Good Teacher: You can make complex concepts seem simple - An Awesome Human Being: You exemplify humility, innovation, and excellence. You do great work and continuously strive to improve and grow Location Subsplash currently has operations in 27 states across the US! As much as we would love to have employees in as many states and countries as we have clients, we are currently limiting hiring to the states we already operate in. As a result of that, this role is only available as a 100% remote position if you reside in one of the following states: - AL - AR - AZ - CO - FL - GA - ID - IA - IN - KS - KY - MO - MI - MN - NC - NM - OK - OH - OR - SC - SD - TN - TX - UT - VA - WA - WY Benefits - Generous Paid Time Off - Medical Coverage - Dental Coverage - Vision Coverage - Short and long term disability and life insurance - 401k Matching - Professional Development - Top of the Line Equipment - Referral Program - Parental Leave - Family-Friendly Culture - The chance to work side-by-side with thought leaders in emerging tech

View details: Customer Onboarding Specialist

United States

$50K - $55K / year

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Customer Onboarding Specialist

Givzey

The first Give now, Pay later donation solution enabling donors to make the biggest impact on their favorite nonprofits.

Onboarding Specialist8 days ago

Full Time Remote Mid LevelTeam 1-10H1B No Sponsor

Company Site LinkedIn

Role Description Givzey's Version2.ai is seeking a Customer Onboarding Specialist to project manage the onboarding process and data integrations for new Version2.ai autonomous fundraising customers. This individual must bring expertise and a background in working with Advancement Database Systems, such as Raiser's Edge, Blackbaud, Salesforce, and Ellucian. They will be confident in a customer-facing role working directly with top-level organization leadership and have excellent written and verbal communication skills. They will be an expert in project management and passionate about driving time to value for customers. - Lead new Version2.ai customers in preparation for the launch of their autonomous fundraiser. - Prepare and closely manage project deliverables using Trello collaboratively with customers. - Lead and provide expert consultative services in the data integration between customer CRM and Version2, including SFTP transfers and data exports from various fundraising CRMs. - Proactively engage clients to complete onboarding and achieve time-to-value according to onboarding timelines. - Provide best-in-class customer-centric support throughout the onboarding process. - Work collaboratively and cohesively with internal Sales, Engineering, and Customer Success teams. - Effectively communicate technical explanations and capabilities between the client and Engineering. - Drive education and adoption by creating a world-class onboarding experience that turns our clients' database and operations teams into our biggest promoters. - Play an active role in contributing to growth and scalability through robust documentation and consistent process optimization. Qualifications - Expertise in Advancement Database Systems (e.g., Raiser's Edge, Blackbaud, Salesforce, Ellucian). - Excellent written and verbal communication skills. - Strong project management skills. - Confidence in a customer-facing role with top-level organization leadership. Requirements - Experience in project management and customer onboarding. - Ability to manage data integrations and technical communications. - Passion for driving time to value for customers. Benefits - Opportunity to work with innovative technology in the nonprofit sector. - Collaborative work environment with internal teams. - Potential for professional growth and development.

View details: Customer Onboarding Specialist

United States

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