Customer Onboarding Specialist jobs in United States
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PushPress · 17 hours ago

Customer Onboarding Specialist

PushPress is building the Intelligent Industry Ledger for boutique fitness. The Onboarding Specialist is responsible for guiding clients through their initial setup, accelerating Time to First Value, and ensuring a successful onboarding journey.

B2BBillingFinTechFitnessMachine LearningPaymentsSaaSSoftware
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Growth Opportunities

Responsibilities

Lead new clients through the account setup process for Core, Train, and the Branded App products
Assist in the initial collection of necessary business information to facilitate Website onboarding
Deliver comprehensive onboarding through a flexible mix of 1:1 consultations, group training sessions, and Intercom support
Educate clients on specific workflows and best practices designed to help them achieve their individual business objectives
Actively monitor onboarding progress within HubSpot, proactively following up with clients to identify and remove any obstacles or blockers
Collaborate closely with the Support and Operations teams to pinpoint and resolve gaps, ensuring a streamlined and effective onboarding journey
Regularly review and update Help Docs and PushStart materials to maintain clarity and accuracy for clients in the onboarding stage
Identify and act on early indicators of potential client churn, escalating these signals appropriately to the Support or Operations teams
Provide immediate 'how-to' chat support to address questions from clients during the critical onboarding phase

Qualification

Client onboardingSaaS experienceProject managementFitness business operationsIntercomHubSpotEmpathyVideo conferencingExceptional communicationDetail-orientedAdaptability

Required

2+ years in onboarding, implementation, or client-facing SaaS
2+ years in gym ownership, management, or a coaching/fitness role
Strong understanding of fitness business operations and client needs
Exceptional communicator - clear, warm, and confident
Proactive project manager who follows up without needing to be asked
Comfortable on video and screen share
Detail-oriented and committed to operational excellence
Empathetic, calm, and client-centered under pressure
Familiarity with PushPress Core, Grow, and Train preferred
Screen sharing and mobile-to-desktop training skills essential

Company

PushPress

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PushPress is a vertical B2B SaaS company that offers a gym management software serving SMB boutique fitness studios market.

Funding

Current Stage
Growth Stage
Total Funding
$31.5M
Key Investors
Altos VenturesCalm Company Fund
2024-10-30Series B· $20M
2022-08-18Series A· $11M
2021-03-22Seed

Leadership Team

D
Dan Uyemura
Chief Executive Officer & Co-Founder
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Chris McConachie
Chief Experience Officer
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Company data provided by crunchbase