Onboarding Specialist jobs in United States
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VINCUE · 2 days ago

Onboarding Specialist

VINCUE is a founder-led automotive tech SaaS company based in Kansas City, redefining the industry during a phase of tremendous growth. The Onboarding Specialist will serve as the primary contact for new customers, managing their onboarding journey with attention to detail and proactive communication.

AutomotiveProductivity ToolsRetail TechnologySoftware

Responsibilities

Serve as the primary point of contact for new customers from contract signature through successful go-live
Lead kickoff calls to establish expectations, timelines, and success criteria with customer stakeholder
Guide customers through platform setup, configuration, and initial data migration with clear communication and documentation
Conduct product training sessions tailored to customer workflows and user role
Coordinate go-live activities and provide hands-on support during the transition to ensure smooth adoption
Develop and maintain detailed onboarding project plans with clear milestones, tasks, and deadlines
Proactively identify potential roadblocks or delays and develop mitigation strategies
Track progress against timelines and communicate status updates to customers and internal stakeholders
Manage multiple onboarding projects simultaneously while maintaining high attention to detail
Utilize project management and collaboration tools to organize tasks, documentation, and cross-functional communication
Partner with Sales, Customer Success, Product, Engineering, and Support teams to ensure seamless customer handoffs
Escalate technical issues or feature requests to appropriate teams with clear documentation and context
Gather customer feedback during onboarding and share insights with Product and Engineering teams
Coordinate with Support team on knowledge base articles and common setup questions
Facilitate internal alignment meetings to address customer-specific requirements or challenges
Build strong, trust-based relationships with customers through responsive communication and follow-through
Demonstrate empathy and patience while guiding customers through technical setup and change management
Proactively check in with customers to address questions, concerns, or confusion before they become issues
Set realistic expectations and manage scope to ensure successful outcomes
Celebrate customer wins and milestones to reinforce positive momentum
Maintain accurate customer onboarding records, notes, and completion status in CRM systems
Document customer-specific configurations, customizations, and setup decisions for future reference
Create and update onboarding resources, templates, and best practices based on learnings
Identify opportunities to streamline onboarding processes and improve time-to-value for customers
Contribute to team knowledge sharing and continuous improvement initiatives
Take ownership of customer satisfaction during the onboarding phase with a commitment to excellence
Ensure all setup and configuration work meets quality standards and customer requirements
Conduct post-implementation reviews to assess onboarding effectiveness and gather customer feedback
Monitor customer health signals and engagement during onboarding to identify at-risk accounts
Maintain high standards for responsiveness, professionalism, and customer communication

Qualification

Project management toolsCustomer relationship managementCommunication technologyData migrationInterpersonal communicationAttention to detailTeam collaborationProblem-solving

Required

A 4-year college degree with no post-college work experience, or 2-7 years of related work experience
Proven capability effectively using a variety of standard project management, planning, organization, and communication technology tools
Proven interpersonal communication and relationship management competency
You bring a positive, can-do attitude and take pride in being reliable and easy to work with
You are curious, adaptable, and willing to learn — experience matters, but growth mindset and can-do attitude of ownership and accountability matter more
You care deeply about your team and our customers
You care about getting things right — details matter to you
You're comfortable operating in a fast-moving environment without a lot of handholding
You take ownership of problems and see them through to resolution
Organized, methodical, punctual, and reliable
Able to communicate very effectively with customers, partners, and internal teams
Comfortable supporting leadership while independently owning day-to-day execution

Benefits

Competitive compensation and benefits

Company

VINCUE

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VinCue develops retail automotive software providing dealers with end-to-end inventory lifecycle management and market pricing solution.

Funding

Current Stage
Growth Stage
Total Funding
$2.31M
2023-06-08Series Unknown· $2.31M

Leadership Team

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Chris Hoke
CEO
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Brian Kellogg
Co-Founder and Director of Software Development
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Company data provided by crunchbase