Docusign · 1 week ago
Onboarding Consultant - English and Spanish
United States
Full-time
Remote
Entry, Mid Level
2+ years expDocusign is a leading company in e-signature and contract lifecycle management, providing solutions to over 1.5 million customers worldwide. The Onboarding Consultant engages customers post-sale to guide them in deploying their use case and achieving business objectives, ensuring a smooth onboarding experience and effective use of the platform.
Business Process Automation (BPA)Cloud ManagementComputerE-SignatureInformation TechnologySaaSSoftware
Responsibilities
Deliver a best-in-class customer onboarding experience that accelerates time to first value and provides guidance and standard processes to help customers quickly meet their business needs and deploy their initial use case
Drive the onboarding engagement from kick-off to project completion, ensuring that customers have an outstanding experience, projects are delivered within scope, on time, and aligned with defined outcomes
Discover customer needs and business objectives, and tailor solutions that align with their goals
Manage time effectively and prioritize workloads to balance multiple customers while meeting defined outcomes
Complete customer-facing work through a combination of Zoom calls, phone calls, and emails
Track and meet expectations around customer utilization targets
Follow a defined playbook and use required tools to track customer onboarding progress
Interact with customers via verbal and written communication, presenting key information and resources using prescribed presentation materials and strong presentation skills
Recommend self-service resources and online training materials that meet customer needs
Guide customers in building and testing their use cases
Mitigate risks to ensure timely execution and accelerate time to go live
Manage a large volume of projects while keeping relevant notes, logging time entries, and updating project status reports
Engage cross-functional teams as needed to complete customer projects and drive program initiatives
Stay current on product features, functionality, platform changes, and partner technologies by attending enablement sessions, product release meetings, knowledge-sharing sessions, and other enablement activities
Contribute to the evolution of the Customer Onboarding program by sharing customer and industry insights, recommending improvements to the customer experience, and driving initiatives to improve adoption
Drive key achievements and outcomes as outlined by the customer and in alignment with the program framework
Qualification
Required
Bachelor's degree
2+ years of customer service experience
Fluent in verbal and written English and Spanish
Preferred
Technical proficiency and the ability to learn and teach software
Experience implementing, onboarding, or training in the Software as a Service (SaaS) industry
Prior experience using project management software and/or Salesforce
Project management or coordination experience, including handling multiple projects simultaneously
Strong time management and prioritization skills
Ability to develop and deliver messages and presentations to technical and non-technical audiences
Strong verbal and written communication skills
Company
Docusign
DocuSign helps small- and medium-sized businesses collect information, automate data workflows, and sign on various devices.
5001-10000 employees
H1B Sponsorship
Docusign 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 (361)
2024 (337)
2023 (236)
2022 (249)
2021 (236)
2020 (115)
Funding
Current Stage
Public CompanyTotal Funding
$1.29BKey Investors
Bank of AmericaFounders Circle CapitalGreenspring Associates
2025-05-27Post Ipo Debt· $750M
2018-04-27IPO
2016-10-12Secondary Market
Leadership Team
Allan Thygesen
Chief Executive Officer
Sagnik Nandy
Chief Technology Officer
Recent News
2026-01-22
Company data provided by crunchbase