Onboarding Consultant guiding EcoOnline customers through implementation and adoption of workplace safety and sustainability SaaS. Managing portfolios, risks, and cross-functional customer success initiatives.
Responsibilities
Own the end-to-end onboarding experience, ensuring customers successfully implement and adopt the platform
Drive customer confidence and self-sufficiency through effective enablement and guidance
Deliver consistent, high-quality onboarding experiences supporting customer success and retention
Manage an assigned customer portfolio, including progress, outcomes, and customer satisfaction
Manage onboarding timelines, deliverables, risks, and customer expectations across multiple concurrent projects
Accurately document and track all onboarding activities
Identify adoption risks, challenges, and barriers early and proactively drive successful outcomes
Support customer retention through stakeholder engagement and issue resolution
Identify and escalate opportunities for additional Professional Services, product adoption, or account growth
Maintain and expand product-suite knowledge and provide trusted guidance and best-practice recommendations
Gather customer feedback to support product and service improvements
Contribute to improving onboarding processes, documentation, and delivery methodologies
Collaborate with Sales, Customer Success, Professional Services, and Product teams
Ensure smooth customer transitions from sales handover through onboarding completion
Requirements
Minimum 2+ years in a client-facing onboarding, implementation, or customer-facing SaaS role
Strong ability to learn new software quickly; naturally tech-curious and confident with systems
Excellent written and verbal communication, able to adapt your style based on audience
Attention to detail and pride in producing polished, accurate work
Ability to manage multiple onboarding projects simultaneously across different time zones
Skilled at building rapport and trust with customers, including those who may be more challenging
Ability to monitor onboarding health, identify risks or red flags, and develop mitigation plans with internal stakeholders
Comfortable working independently while also collaborating effectively across teams
Strong analytical and problem-solving skills
Critical thinking and ability to investigate underlying causes and determine appropriate actions
Benefits
Generous Paid Time Off
Extended Parental Leave
Robust Health Coverage
Accelerated Learning Paths
Team Wellness Initiatives
Company-wide Events
Employee Resource Groups
Recognition awards
Reasonable accommodations for qualified individuals with disabilities
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