Pallet · 1 month ago
Onboarding Specialist
New York City, NY
Full-time
Onsite
Mid, Senior Level
$115K/yr - $175K/yr
5+ years expPallet is a high-growth startup focused on transforming logistics through AI agents. As an Onboarding Specialist, you will lead the onboarding process for new customers, ensuring they achieve measurable value quickly by translating complex workflows into effective agent configurations.
Artificial Intelligence (AI)Business IntelligenceFleet ManagementLogisticsSaaSSupply Chain ManagementWarehousing
Responsibilities
Own enterprise onboardings end-to-end: discovery → workflow mapping → agent configuration → pilot → scale
Design and document workflows (BOL ingestion, order entry, quoting, appointment setting) and translate them into agent prompts, rules, and schemas
Coordinate integrations and data flows with Product/Eng (APIs, EDI/JSON payloads, TMS/WMS/CRM touchpoints); identify and close gaps
Create repeatable playbooks (RACI, timelines, KPIs, risk logs, executive updates) that shorten time-to-value and increase adoption
Drive stakeholder alignment across operations leaders and execs; de-escalate issues and keep programs on track
Measure what matters (time-to-first-value, accuracy, throughput, agent containment); surface insights to inform roadmap
Travel for kickoffs and key milestones to ensure smooth execution and change management
Qualification
Preferred
5+ years leading program, project, implementation, or account management for enterprise SaaS products — ideally in complex, operations-heavy environments
Proven track record running large, multi-stakeholder deployments ($200–500K+ contracts) with executive visibility and measurable outcomes
Technically fluent: comfortable reasoning through APIs, EDI structures, JSON payloads, and system integrations; confident using tools like Excel and PowerPoint
AI-curious (or better): understands the basics of large language models and agent behavior, and can think through prompts, rules, and guardrails conceptually
Demonstrated ability to build repeatable processes, training materials, and documentation for enterprise rollouts — organized, calm under pressure, and skilled at prioritization
Bonus points for experience in logistics systems (TMS, WMS), PMP certification, or prior startup/zero-to-one environments
Benefits
Health, Vision, and Dental benefits
Flexible PTO
Life and Accidental Insurance
Short-Term Disability Coverage
Generous salary and equity for all staff
401k option
Yearly learning & development stipend
Commuter benefits for Bay Area employees
Uber ride stipend when working late in the office
Remote office home stipend
Daily catered lunches via Sharebite (each meal donates a meal)
Onboarding trip to SF HQ if you work remotely
Monthly happy hours
Annual company offsites, our last one was in Palm Springs 🌴🍹
Company
Pallet
Pallet offers AI-powered tools to automate logistics workflows, boosting efficiency for carriers, 3PLs, brokers, and shippers.
51-200 employees
H1B Sponsorship
Pallet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
$48MKey Investors
General CatalystBain Capital Ventures
2025-05-27Series B· $27M
2024-10-02Series A· $18M
2022-05-26Seed· $3M
Recent News
2025-09-12
2025-08-25
2025-08-23
Company data provided by crunchbase