Onboarding Specialist jobs in United States
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Techmatters Technologies · 13 hours ago

Onboarding Specialist

Techmatters Technologies is seeking an entry-level Onboarding Specialist to assist new customers in successfully launching their platform. The role involves guiding customers through the onboarding process, supporting technical integrations, and collaborating with various teams to ensure a smooth implementation experience.

Information TechnologySoftwareWeb Apps
Hiring Manager
Prajakta Kulkarni
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Responsibilities

Own the onboarding journey for new customers Support customers through the full implementation process—from initial account setup to go-live—including configuration, user setup, and messaging compliance (e.g., 10DLC)
Lead customer onboarding sessions Run structured onboarding calls and trainings, helping customers understand best practices and confidently use the platform
Support technical integrations Assist with setting up and validating integrations with tools like Salesforce, HubSpot, and Aircall, ensuring data flows correctly and reliably
Be a trusted first point of contact Serve as the primary technical and product contact for new customers during their first weeks, answering questions and resolving issues quickly and clearly
Work cross-functionally Partner with Sales and Customer Success to tailor onboarding plans based on customer goals, use cases, and technical requirements
Track progress and document learnings Keep detailed notes on customer status, risks, and milestones to ensure smooth handoffs and continuous improvement of our onboarding process

Qualification

Analytical skillsTechnical tools proficiencySalesforceHubSpotProactive mindsetCustomer experience interestClear communicationOrganization skills

Required

A recent or upcoming undergraduate graduate (Class of 2024–2025)
Strong analytical and problem-solving skills; you enjoy figuring out how systems work and how to improve them
Comfort learning and working with technical tools (CRMs, integrations, dashboards); prior experience with Salesforce, HubSpot, or similar tools is a plus but not required
Clear, confident communication skills—you can explain concepts simply and professionally to both technical and non-technical audiences
Excellent organization and time management skills; you can juggle multiple projects and follow through on details
A proactive mindset and high ownership—you take initiative, ask great questions, and want responsibility early in your career
A genuine interest in technology, customer experience, and building scalable processes

Benefits

Structured onboarding, mentorship, and clear growth path
Opportunity to build foundational skills in SaaS, customer success, and technical implementation
Real ownership and impact at a fast-growing technology company

Company

Techmatters Technologies

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Techmatters is an innovative IT&Service company which has aim to empower communities with software for social good.We help NGO and Non-profit organization achieve their goals with latest technology .We do this through our cutting edge tool.We are tech development startup where we partner with change driven companies, startups and social impact organizations to build pilot solutions and minimum viable products using cutting edge technologies such as machine learning, analytics and highly interactive web/mobile development at very low rates due to our hybrid cross country development model.

Funding

Current Stage
Early Stage
Company data provided by crunchbase