Togetherwork · 6 hours ago
Onboarding Consultant (Hybrid- Austin, TX)
Austin, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expTogetherwork is a company that provides integrated software and financial solutions to various communities and organizations. The Onboarding Consultant is responsible for leading the onboarding, configuration, and activation of Togetherwork SaaS solutions for new customers, ensuring a smooth transition from sales to active product usage.
Real EstateSaaSSoftware
Responsibilities
Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope
Configure SaaS applications based on documented customer requirements and established best practices
Guide customers through setup, validation, and go-live readiness activities
Identify onboarding risks, dependencies, and issues; escalate appropriately to maintain delivery momentum
Deliver end-user and administrator training to support successful adoption
Provide onboarding guidance, best practices, and product usage recommendations
Ensure customers are prepared for transition to Customer Success or Support teams
Maintain accurate onboarding documentation, configuration records, and customer artifacts
Track progress against milestones, timelines, and success criteria
Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency
Use data, dashboards, and AI-supported insights to monitor onboarding health and identify risks early
Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery
Qualification
Required
2-3 years of experience delivering SaaS onboarding or implementation engagements
Strong customer-facing communication, facilitation, and training skills
Ability to manage multiple onboarding engagements with accountability and attention to detail
Technical aptitude for system configuration and solution setup
Comfort working within structured delivery frameworks and onboarding plans
Ability to document requirements, configurations, and processes clearly and accurately
Customer-focused, proactive, and ownership-oriented
Organized and execution-focused with strong follow-through
Collaborative team player aligned to shared outcomes and onboarding standards
Preferred
Bachelor's degree preferred
Benefits
Medical, dental, and vision insurance options
100% Employer paid short/long term disability
Basic Life
401(k) option with 100% company match up to 4%
Non-Exempt employees have a generous accrual policy
10 sick days annually
10 company paid holidays
6 weeks paid parental leave
Company
Togetherwork
Togetherwork operates as a provider of group management software and payments.
501-1000 employees
H1B Sponsorship
Togetherwork 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 (1)
2023 (2)
2021 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Park Square Capital
2024-07-01Private Equity
2018-03-13Acquired
Leadership Team
Sathya Natarajan
Chief Technology Officer
Todd Schulte
Chief Operating Officer
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-12
2026-01-11
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Company data provided by crunchbase