Senior Onboarding Specialist

atTrustwellRemoteUS flagUnited StatesFull-timeOnboarding SpecialistSenior$65k – $75k/year

Posted Aug 28

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

📋 Description

• Oversee intricate onboarding initiatives with key enterprise clients, ensuring prompt delivery and exceptional service quality.

• Guide onboarding team members in best practices, conflict resolution, and effective project management strategies.

• Partner with Product, Engineering, and Customer Success teams to relay customer insights and drive platform enhancements.

• Act as a subject matter expert in the configuration and process design of FoodLogiQ software.

• Offer consultative advice to optimize platform utilization and value.

• Update internal stakeholders and clients on project status, potential risks, and strategies for risk mitigation.

• Create and conduct training sessions for both internal teams and external clients.

• Provide direct support for technical setups, data assessment, and onboarding of supply chain partners.

• Discover opportunities to broaden services and enhance the customer experience.

• Formulate strategic insights and suggestions to improve Supplier Onboarding processes, boost platform usage, and increase service revenues.

• Assist in managing team tools and documentation.

• Engage in user acceptance testing and offer feedback on customer onboarding experiences.

• Ensure onboarding results align with long-term business objectives and platform engagement.

• Contribute to strategic planning and ongoing improvement projects within Professional Services.

• Serve as a bridge between clients and internal teams.

• Facilitate the transition of clients from Professional Services to Customer Success Management.

• Carry out additional duties as assigned or necessary.


⛳️ Requirements

• Demonstrated success in leading onboarding projects for enterprise clients.

• Strong project management capabilities, including risk assessment, timeline oversight, and stakeholder communication.

• Experienced mentor and collaborator, skilled in coaching others and fostering team development.

• High emotional intelligence paired with excellent interpersonal abilities.

• Exceptional written and verbal communication skills, including client-facing presentations and executive summaries.

• Strong analytical proficiency with a solid understanding of Excel, Google Sheets, and data manipulation tools (e.g., Power Query, Power Automate).

• Comfortable navigating cross-functional relationships and advocating for customer needs within the organization.

• Bachelor’s degree in Business, Marketing, Project Management, or a related field is preferred.

• Minimum of 2 years of experience in Project Management or a similar customer success onboarding role is required.

• Project Management Professional (PMP) certification is preferred.

• Familiarity with FoodLogiQ, Salesforce, JIRA, Gantt charts, Smartsheet, Python, Workato, Harvest, Auth0, or similar tools is preferred.

• Experience in designing, presenting, and maintaining training video content is preferred.

• Knowledge of Camtasia is an advantage.

• Acceptable background and references are required upon conditional offer.


🏝️ Benefits

• Comprehensive healthcare benefits, including medical, dental, and vision coverage.

• Additional benefits such as STD, LTD, HSA, 401k, etc.

• Responsible Time Off (PTO) alongside Holiday Pay.

• Competitive salary plus bonus opportunities!

• Annual bonus potential of up to 10%.

• Eligibility for the company’s equity program.

• A vibrant culture and ample opportunities for professional growth.

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