Activation Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete onboarding process for new OnBoard clients, concentrating on low-complexity implementations within large or multi-stakeholder organizations.

• Set up the OnBoard platform in line with customer specifications and product best practices.

• Provide training for administrators and end-users.

• Assist customers in navigating product setup, workflows, and adopting features.

• Take ownership of onboarding project plans, timelines, milestones, and success metrics.

• Coordinate activities among customer stakeholders and internal teams.

• Handle multiple simultaneous onboarding projects.

• Recognize risks to timelines or adoption and ensure onboarding remains on schedule.

• Collaborate with Customer Success Managers and Sales to align onboarding objectives with long-term results.

• Advise clients and support them through change management during activation.

• Conduct onboarding touchpoints, status updates, and milestone reviews.

⛳️ Requirements

• Bachelor’s degree in business or a related field is preferred.

• 2–4 years of experience in SaaS onboarding, implementation, customer success, consulting, training, or technical enablement.

• Proven experience in supporting customers through structured, repeatable onboarding processes, ideally within B2B SaaS.

• Strong project management abilities, including managing timelines, stakeholders, and deliverables.

• Excellent written, verbal, and presentation skills; comfortable leading training sessions for customers.

• Capability to translate customer requirements into functional product configurations without custom development.

• Highly organized and proactive; adept at handling multiple customers simultaneously.

• Strong capacity to drive product adoption and realization of value.

• Experience working collaboratively across functions with Customer Success, Product, Account Management, Support, and Sales teams.

• Familiarity with CRM and customer success tools such as Salesforce, ChurnZero, or similar platforms.

• Knowledge of tools like Gong, Notion, ChatGPT, or similar applications.

• Experience working within large or complex organizations is advantageous.

• Experience serving on a board or board committee, and/or possession of board member certification is preferred.

🏝️ Benefits

• Fully remote work with company-provided equipment (laptop, software, etc.).

• Employment with a growing, casual, fun, and philanthropic-minded company.

• Comprehensive, high-quality medical/prescription drug plan options, along with dental and vision plan offerings.

• Employer contribution to Health Savings Account (HSA) for eligible employees.

• Medical Flexible Spending Accounts.

• Dependent Care Flexible Spending Accounts.

• Basic life insurance of $50,000 or 1X salary, whichever is greater.

• Short- and long-term disability and Accidental Death and Dismemberment benefits at no cost.

• 401K Retirement Savings Plan with automatic enrollment and up to 4% company match.

• Paid Time Off (PTO)/Holiday.

• Employer-paid life and accidental death insurance.

• Health Care Spending Account contribution.

• Dependent, optional, and LTD life insurance.

• Drug and paramedical coverage.

• Dental insurance.

• Vision insurance.

• Employee Assistance Program (EAP).

• Superannuation rate of 12%.

• Monthly stipend of $400 AUD for private medical insurance.

• Pension with employer contribution of 8% of basic salary.

• Private medical insurance.

• Life assurance.

• Income protection.

• Critical illness coverage.

• Employee Assistance Programme.

• Serious illness benefit.

• Help@Hand.

• Cashplan.