What are the responsibilities and job description for the Onboarding Specialist position at Driven?
Driven is looking for an Onboarding Specialist to guide new clients through setup and adoption of the Driven platform, and to support the long-term health of those relationships. This role is a mix of hands-on technical setup, client training, and relationship management — ideal for someone who enjoys building strong client relationships and helping people succeed with new software.
What You'll Do
- Meet with clients on a regular basis throughout onboarding and beyond
- Create organizations and set up new clients within the Driven web portal
- Work across a variety of software tools to support client setup and integration
- Train clients on how to effectively use Driven's tools and features
- Validate client data for accuracy and completeness during setup and ongoing use
- Monitor existing client relationships and engagement to support retention
What We're Looking For
- 2 years of experience in customer service, software, or data analytics, or a bachelor's degree in a related field
- Strong communication and client training skills
- Comfortable learning and working across multiple software platforms
- Detail-oriented, with a strong eye for data accuracy
- Self-motivated and able to manage a flexible, remote work schedule
Schedule & Logistics
- Hybrid schedule: in-office at our Pleasant Grove location Tuesday, Wednesday, and Friday; remote the remaining days
- Specific daily schedule mutually determined by the employee and their supervisor
- All federal holidays observed and paid
Reporting Structure
This role reports directly to VP of Client Success.
Pay: $55,000.00 - $65,000.00 per year
Work Location: Hybrid remote in Pleasant Grove, UT 84062
Salary : $55,000 - $65,000