The Onboarding Specialist is responsible for leading customers through the setup and configuration of an AI receptionist solution, ensuring a seamless transition to the platform
Job Summary
The Onboarding Specialist is responsible for leading customers through the setup and configuration of an AI receptionist solution, ensuring a seamless transition to the platform.
This role requires collaboration with Sales, Product, and Support teams to ensure customer success during implementation.
The position is based in-office at the Brooklyn, NY location and involves managing multiple onboarding projects simultaneously.
Matching Summary
The Onboarding Specialist is responsible for leading customers through the setup and configuration of an AI receptionist solution, ensuring a seamless transition to the platform.
Skills & Requirements
Must-have
SaaS platform configuration
Customer onboarding management
Technical troubleshooting skills
Project management skills
CRM and scheduling tool familiarity
In-office work in Brooklyn
Nice-to-have
Experience with AI-based software
Understanding of API integrations
Startup environment adaptability
Empathetic communication
Collaborative cross-functional work
Proactive problem-solving
Key Requirements
2–4 years SaaS onboarding experience
Strong technical and analytical skills
Excellent written and verbal communication
Experience managing multiple onboarding projects
Familiarity with CRM and communication tools
Experience with AI or automated communication tools preferred
Understanding of API integrations preferred
Experience in startup or fast-paced SaaS preferred