Onboarding Specialist I

📋 Description

• Manage customer onboarding projects from kickoff through activation using established onboarding
• Serve as the primary customer contact throughout onboarding, maintaining consistent communication
• Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
• Help maintain customer momentum by following up on action items, reinforcing timelines, and driving
• Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX
• Support onboarding quality by coordinating configuration tasks, data collection, testing

🎯 Requirements

• 1–3 years of experience in customer onboarding, project coordination, implementation, customer
• Strong organizational and time management skills with attention to detail.
• Ability to manage multiple projects and competing priorities simultaneously.
• Strong written and verbal communication skills.
• Ability to build customer relationships while maintaining professionalism and accountability.
• Comfortable working within structured processes, timelines, and operational expectations.

🎁 Benefits

• 401(k) match plus dental, medical, vision, and life insurance
• Flexible vacation day policy
• Fully remote with monthly work from home stipend
• Family planning resources and specialized support programs
• Equity
• Boulevard Bucks Learning and Development program