Onboarding Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

GlossGenius · 2 days ago

Onboarding Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$60K/yr - $72K/yr
date1+ years exp

GlossGenius is building an ecosystem enabling entrepreneurs to succeed by offering a range of business management tools. As an Onboarding Specialist, you will help high-revenue prospective customers transition onto the platform, ensuring a smooth onboarding experience and acting as a trusted advisor throughout the process.

FinTechMobile AppsSaaS
check
H1B Sponsor Likelynote

Responsibilities

Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding
Own and manage the end-to-end onboarding process, guiding customers through key milestones including:
Data transfer and migration
Payments and financial setup
Website and online booking configuration
Team member onboarding and permissions
Enablement of advanced product features
Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks
Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity
Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently
Ensure customers are fully activated and confident using the platform by the end of the onboarding period
Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes
Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes

Qualification

Onboarding experienceSaaS experienceCRM toolsData migrationPayments setupSystem configurationCollaboration skillsCommunication skillsOrganizational skills

Required

1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred)
Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction
Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment
Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration
Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences
Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion
Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools)

Benefits

Flexible PTO
Competitive health & dental insurance options, with premiums partially or fully covered by GG
In-person opportunities that are designed to help team members foster collaboration and build community (ie; working out of a co-working space, team dinners, and other team building activities)
Fertility and adoption benefits via Carrot
Generous, fully-paid parental leave policy
401k benefit - employees are eligible to contribute starting day 1 of employment
Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses
Pre-tax commuter benefits
Dependent Care FSA
Home office support

Company

GlossGenius

twittertwittertwitter
company-logo
GlossGenius is a vertical SaaS platform for small business owners across the salon and studio space.
dateFounded in 2016
location
New York, New York, USA
people-size51-200 employees
web-link
https://glossgenius.com

H1B Sponsorship

GlossGenius 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
2025 (5)
2024 (2)
2023 (4)

Funding

Current Stage
Growth Stage
Total Funding
$70.62M
Key Investors
L CattertonBessemer Venture Partners2048 Ventures
2023-07-27Series C· $28M
2022-09-27Series B· $25M
2021-11-16Series A· $16.4M

Leadership Team

leader-logo
Danielle Cohen-Shohet
CEO & Founder
linkedin

Recent News

Business Insider
I run a business with my identical twin. We flex our twin connection and individual strengths to succeed.
2025-08-18
Tech.co
7 Fast-Growing Startups To Watch Out For in 2025
2025-01-02
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP - Gunderson Dettmer Advises Imaginary Ventures in its $25 million Series B
Imaginary Ventures Co-Leads $25M Series B Financing of GlossGenius
2024-12-06
Company data provided by crunchbase