Onboarding Specialist
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Job Description
Onboarding Specialist leading training for new clients on a B2B SaaS platform. Designing programs and ensuring client engagement through effective training sessions.
Responsibilities:
- Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features.
- Design and refine training programs for different client personas, focusing on adoption and feature usage.
- Track training progress and adoption outcomes in HubSpot, proactively addressing any risks to client engagement.
- Collaborate with internal teams to maintain up-to-date training content, including recorded walkthroughs and guides.
- Identify opportunities for training program improvements based on adoption data and client feedback.
Requirements:
- 3-5 years of experience in B2B SaaS customer training or customer education.
- Proven ability to design and deliver structured training programs, adapting content to different audiences.
- Experience using CRM tools such as HubSpot to track training progress and adoption.
- Strong communication skills with the ability to present complex product features clearly.
- Experience collaborating with cross-functional teams to refine training content and processes.
Benefits:
- Competitive salary in USD
- Remote-first flexibility. Work from anywhere.
- A monthly flexible benefits budget, in addition to your salary.
- PTO and paid U.S. holidays
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