Onboarding Specialist - Customer Success

About the Company: Join one of fintech's fastest-growing players — a publicly traded company with a multi-billion dollar valuation, 4M users worldwide, and double-digit revenue growth year over year. But what keeps people here isn't just the trajectory: it's the culture. Expect a genuinely flexible work environment, real work-life balance, and a team that's as collaborative as it is ambitious.

About The Role

As an Onboarding Specialist , you'll own the most critical window in a customer's lifecycle — the first 90 days. You'll sit within the Customer Success function and be directly responsible for turning new subscribers into confident, active product champions. Your work drives activation, adoption, and retention across a large book of SMB clients spanning multiple industries.

This is a high-activity, high-impact role for someone who thrives on structure, loves coaching, and takes real pride in customer outcomes.

• Own the post-sale journey — manage every touchpoint from subscription through product activation across a sizeable SMB book of business
• Lead structured discovery — run calls that uncover each customer's workflows, tools, pain points, and goals before prescribing a path forward
• Coach and activate — deliver 1:1 training and activation calls that build confidence and drive meaningful product adoption
• Demo with purpose — run high-quality product demos that connect directly to customer needs, not just features
• Guide to milestones — walk customers through key workflows and success benchmarks that signal long-term value
• Stay accountable — track all activity in Salesforce and hit measurable individual and team performance targets
• Protect and grow revenue — improve conversion, activation, and retention metrics that matter to the business
  
  

Compensation & Benefits

• $80K-$85K base salary 20% bonus
• 5% employee stock plan
• 401(K)
• Comprehensive benefits package
• Monthly wellness allowance
• 21 days PTO 5 additional leave days per year
• 10 wellbeing days per year
• Commuter benefits — transit pass or monthly parking allowance
  
  

What we're looking for

• 2 years in onboarding, implementation, account management, or customer success within a SaaS environment
• Proven ability to perform in a target-driven environment - you know your numbers and can speak to your success
• A coaching mindset — you simplify complex concepts, keep conversations outcome-focused, and genuinely care about customer progress
• Adaptable and energized by a fast-paced, high-activity environment
• Coachable, ego-free, and a natural collaborator
  
  

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