Onboarding Specialist (SaaS Implementation | Remote US | Customer Training + Configuration) jobs in United States
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Cilio Technologies ยท 2 days ago

Onboarding Specialist (SaaS Implementation | Remote US | Customer Training + Configuration)

Cilio Technologies is providing production management software for contractors and installation organizations, and they are seeking an Onboarding Specialist to run customer implementations for their SaaS platform. This role involves managing multiple customer onboarding processes, executing playbooks, configuring accounts, and leading training sessions to ensure users can quickly and independently use the software.

ComputerInformation TechnologyProject ManagementSaaSSoftware
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Hiring Manager
Rick Olejnik
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Responsibilities

Manage multiple new customers at once
Execute repeatable onboarding playbooks
Configure accounts
Lead training sessions that get users live quickly and independently
Guide customers through configuration, training, and launch using standardized implementation playbooks
Account setup
User and role configuration
Validating workflows
Hosting virtual training
Documenting changes
Coordinating handoffs to Customer Support and Customer Success

Qualification

SaaS implementation experienceClient communicationProject managementTraining abilityWorkflow management conceptsJiraProject toolsStructured playbook adherenceDocumentation skillsOrganizational skills

Required

2+ years onboarding/implementation experience with a SaaS product
Strong client communication and training ability
Ability to manage multiple customer projects at the same time
Disciplined and comfortable following structured playbooks
Organized and able to document clearly for handoffs
Authorized to work in the US; remote work ready

Preferred

Familiar with workflow and job management concepts (bonus)
Experience using Jira or similar project tools (bonus)

Company

Cilio Technologies

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Cilio Technologies, LLC is a company that creates field service management software for home improvement manufacturers.