What are the responsibilities and job description for the Onboarding Specialist position at SQUIRE?
Onboarding Specialists are responsible for integrating new customers into the SQUIRE platform through technical configuration guidance, training, and hands-on support. This role owns the full onboarding experience, from initial setup through early post-launch, ensuring customers can confidently launch and operate their business on SQUIRE. Success in this role requires strong communication, organization, and problem-solving skills, as well as a genuine commitment to customer outcomes.
REPORTS TOManager, Customer Onboarding
- Own the end-to-end onboarding experience, managing account timelines, deadlines, and customer milestones from handoff through launch.
- Deliver high-quality customer training across phone, video, and in-person channels, tailored to each customer's operational needs.
- Qualify customer requirements and guide them through technical implementation and platform setup.
- Conduct structured post-launch check-ins to reinforce customer confidence, validate operational readiness, and drive early product adoption.
- Proactively identify and resolve onboarding risks, blockers, and customer issues before they escalate.
- Educate customers on how to effectively use SQUIRE day-to-day, supporting long-term adoption and business success.
- Maintain accurate records of account progress, timelines, and implementation notes across Salesforce and internal systems.
- Partner cross-functionally with Sales, Product, Support, and Customer Success to ensure a seamless customer experience.
- Surface patterns and feedback from onboarding to help continuously improve the process.
- 1–2 years of experience in a KPI and SLA-driven environment, ideally within a SaaS company.
- Proven ability to manage a full pipeline of customer accounts through an entire project lifecycle.
- Strong verbal and written communication skills with the ability to explain technical concepts clearly and confidently.
- Highly organized with the ability to manage multiple accounts simultaneously in a fast-paced environment.
- Proficiency with Salesforce, Microsoft Office, Google Suite, and Slack.
- Customer-first mindset with the ability to guide clients through operational change with empathy, composure, and strong problem-solving skills.
- Energetic, solution-oriented team player who thrives cross-functionally and adapts quickly in a rapidly evolving environment.
- Experience in onboarding, implementation, customer success, SMB software, barbering, or operational support is a plus.
- Base Salary ($66,500 Bonus (20%)
- New hire stock grant
- 100% employer paid medical, dental, and vision insurance for you and your dependents
- 401K plan with company contribution
- Generous PTO and Parental Leave policies
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Salary : $66,500