Cvent · 3 weeks ago
Onboarding Specialist, Digital Solutions
McLean, VA
Full-time
Onsite
Entry, Mid Level
2+ years expCvent is a leading meetings, events, and hospitality technology provider, and they are seeking an Onboarding Specialist, Digital Solutions to lead new customers through a seamless onboarding experience. This role focuses on driving adoption, delivering value, and enabling long-term customer success for clients transitioning onto the Goldcast platform.
FinanceFinancial ExchangesFinancial Services
No H1B
Responsibilities
Deliver inclusive, engaging onboarding and training sessions that equip clients with the knowledge and tools needed to be successful on the Goldcast platform
Coordinate implementation projects from kickoff through go-live, ensuring clients are informed, engaged, and on track at each stage of the onboarding lifecycle
Develop strong product knowledge and serve as a trusted resource to clients, clearly explaining platform features, use cases, and best practices in accessible, business-friendly terms
Maintain regular, proactive communication throughout onboarding to drive momentum and ensure a strong client experience, with no client going more than seven days without a meaningful touchpoint
Partner closely with Product, Engineering, and Support teams to help coordinate and execute key integrations (e.g., Salesforce, Marketo, HubSpot, Pardot, webhooks)
Act as the voice of the customer by sharing structured feedback and insights that help refine onboarding processes, improve documentation, and inform product direction
Maintain accurate implementation records, project plans, and documentation to enable smooth handoffs and a consistent post-onboarding client experience
Manage a portfolio of onboarding clients, providing high-touch, personalized support and clear, consistent communication tailored to each client’s goals and timelines
Use internal systems, trackers, and project management tools to ensure each implementation stays on schedule and no customer falls behind
Help clients complete onboarding feeling confident, empowered, and ready to manage their own events independently on the platform
Qualification
Required
2+ years of professional experience in implementation, customer onboarding, customer success, support, or project/account coordination, ideally in a B2B SaaS or technology-driven environment
Bachelor's degree in a relevant field (such as business, communications, marketing, or technology) is preferred but not required; equivalent practical experience will also be considered
Comfort working with digital tools and software platforms, with the ability to explain concepts in simple, accessible ways to non-technical users
Strong organizational skills and attention to detail, with the ability to manage tasks across multiple clients and keep work on track against timelines
Demonstrated ability to build rapport with diverse client stakeholders and adjust onboarding approaches to meet their specific goals and needs
Excellent verbal and written communication skills, with an approachable, client-friendly style
Problem-solving mindset with the ability to identify issues early, think critically, and contribute to practical solutions
Self-motivated, reliable, and comfortable working in a fast-paced, often remote-first environment with guidance but limited day-to-day supervision
Comfortable navigating software platforms, tools, and integrations (e.g., Salesforce, Marketo, HubSpot) and supporting clients through basic technical setup and troubleshooting
Dedicated to delivering an exceptional client experience and advocating for client needs throughout the onboarding journey
Able to manage concurrent onboarding projects, prioritize effectively, and maintain momentum when working against multiple deadlines
Collaborative mindset, with the ability to work effectively across Product, Engineering, and Support teams to ensure a cohesive onboarding experience
Continuous improvement orientation, with interest in enhancing systems, workflows, and documentation to drive scalability and repeatability in implementation
Ability to thrive in a dynamic, fast-moving environment and adapt quickly to changes in tools, processes, or client expectations
Company
Cvent
Join #CventNation! www.cvent.com/careers What We Do: Cvent is a global market-leading meetings, events, & hospitality technology provider.
Founded in 1999Sydney, New South Wales, AUS
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Reggie Aggarwal
Founder & CEO
Dan Lapus
Senior Vice President / Co-Founder
Recent News
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