Onboarding Specialist

Company Description Trade Agent is a AI-native construction software platform designed to actively run back-office operations rather than simply store project documents. The system automates key tasks such as reading vendor bills, assigning cost codes, matching expenses to budgets, and flagging discrepancies before teams start their day. It unifies estimating, budgeting, P&L tracking, client selections, purchase orders, site documentation, and draw creation in a single workflow and data set. By connecting estimates directly to financial automation, Trade Agent identifies issues that other tools miss and reduces manual effort for construction professionals. The platform is built specifically for custom builders, remodelers, and their subcontractors managing $5M–$50M in annual volume.

Role Description The Onboarding Specialist is a full-time, hybrid role based in Fort Collins, CO, responsible for guiding new customers through the adoption of Trade Agent’s platform. This role manages the onboarding process from initial setup to full adoption, including configuring accounts, mapping existing workflows into the software, and coordinating training sessions. The Onboarding Specialist will work closely with customers to understand their business processes, ensure data is accurately migrated, and help them leverage key features for estimating, billing, budgeting, and project management. Day-to-day activities include conducting onboarding calls and demos, documenting customer requirements, troubleshooting early-stage issues, and collaborating with product and support teams to improve the onboarding experience. Success in this role means new customers are set up efficiently, feel confident using the platform, and quickly realize operational value.

Qualifications

• Candidates should possess strong Customer Onboarding and Client Onboarding skills to lead new users through setup, training, and adoption.
• Candidates should possess excellent Interpersonal Skills and Communication skills to build trust, explain complex workflows clearly, and collaborate with diverse stakeholders.
• Candidates should possess solid Analytical Skills to understand customer operations, interpret data and workflows, and configure the platform to fit business needs.
• Experience in SaaS onboarding, implementation, or customer success, ideally within construction, project management, or financial software environments.
• Ability to work on-site in Fort Collins, CO, manage multiple onboarding projects concurrently, and maintain organized documentation and timelines.
• Comfort with learning new software tools, analyzing processes, and recommending workflow improvements to customers.
• Preferred: Background in construction operations, estimating, or project administration, and experience working with builders, remodelers, or subcontractors.
• Preferred: Associate or bachelor’s degree in Business, Construction Management, Information Systems, or a related field, or equivalent practical experience.