ServiceWorks · 12 hours ago
Onboarding Specialist
United States
Full-time
Remote
Entry, Mid LevelServiceWorks is a fast-growing SaaS platform delivering all-in-one business management solutions for field service companies. They are seeking a passionate and technically skilled Onboarding Specialist to guide customers through their onboarding phase, ensuring they achieve success with the platform from day one.
ComputerHardware
Responsibilities
Facilitate end-to-end onboarding for new customers (installation, configuration, workflow setup, and training)
Lead live training sessions via Zoom, covering core ServiceWorks modules: Job Management, Inventory, Invoicing, Integrations, etc
Evaluate customer business processes and map them to ServiceWorks functionality using a consultative approach
Document customer requirements and configure platform settings for scheduling, job types, invoicing rules, integrations, etc
Serve as product expert; stay current on new features and help customers adopt them
Liaise with Support and Product Teams to resolve issues and escalate feature gaps or feedback
Track onboarding progress and customer engagement using CRM tools (e.g., HubSpot, Intercom, ServiceWorks dashboards)
Maintain high CSAT and onboarding success metrics, and provide recommendations for product or process improvements
Qualification
Required
Bachelor's degree in a STEM field (Computer Science, Information Systems, Engineering, etc.)
Strong technical aptitude: ability to learn and explain complex software workflows quickly
Excellent communication skills, both verbal and written
Experience working with SaaS products, CRM platforms, ticketing systems, or workflow-based software
Demonstrated ability to conduct online training or support sessions with end users (Zoom, Teams, etc.)
Strong analytical and problem-solving abilities
A customer-centric mindset with passion for helping users reach success
Preferred
Experience in field services, logistics, repair services, or business management software
Familiarity with databases, APIs, integrations, or cloud technologies
Experience using ServiceWorks or similar platforms (Housecall Pro, ServiceTitan, Jobber, etc.)
Previous role in onboarding, implementation, training, or customer education in a tech environment
Company
ServiceWorks
Complete platform for running service business from anywhere with enterprise level features and the lowest price on the market.
Founded in 2016
11-50 employees
H1B Sponsorship
ServiceWorks 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
2023 (1)
2021 (3)
Funding
Current Stage
Early StageCompany data provided by crunchbase