Onboarding Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Onboarding Specialist guiding US dealerships and dealer groups through CarCutter’s AI-powered vehicle photography and visual-merchandising SaaS onboarding. Coordinating integrations, training users, and handing customers to Success.
Responsibilities:
- Manage the full onboarding lifecycle from kickoff call to sanity check completion
- Ensure clients go live within defined timelines and with a seamless experience
- Lead structured kickoff sessions to understand clients’ technical environments, workflows, and goals
- Set clear expectations for the onboarding process
- Coordinate token configurations, website integrations, and custom graphics delivery with internal teams
- Train end users and administrators on CarCutter’s mobile app, CarCutter Hub, and integration features
- Maintain accurate onboarding pipeline records in HubSpot
- Proactively flag risks, delays, or “ghost” accounts
- Escalate onboarding blockers and coordinate resolution of integration or configuration issues
- Ensure a smooth, documented transition to the Customer Success team after sanity-check validation
- Share customer setup details, preferences, and open items during handoff
- Identify recurring friction points and collaborate with the CX&Ops team to improve playbooks, timelines, and tooling
- Maintain proactive client communication and provide visibility throughout onboarding
- Defend costs during the onboarding process
Requirements:
- 2+ years of experience in a customer-facing onboarding, implementation, or technical account management role, ideally within a SaaS environment
- Familiarity with the automotive industry or dealership operations is a strong plus
- Comfortable with SaaS integrations, APIs, and web-based tools
- Ability to understand and explain technical concepts to non-technical stakeholders
- Proven ability to manage multiple onboarding projects simultaneously, prioritize effectively, and meet deadlines
- Excellent written and verbal communication skills
- Ability to build trust with technical and business contacts at dealerships and dealer groups
- Experience with CRM tools, such as HubSpot or similar
- Experience with customer success platforms, such as Arrows
- Self-starter able to thrive in a fast-paced, remote environment while staying aligned with cross-functional teams across time zones
- Must be located in the United States
- Eastern or Central time zone favored
Benefits:
- A competitive compensation package with a performance-driven structure
- Opportunity to shape and grow the US onboarding practice from the ground up
- Collaborative, international team that moves fast and values your impact
- Fully remote work arrangement
Similar Jobs
Bank API Onboarding Specialist
Bank API onboarding specialist coordinating corporate clients, banks, and Circit's regulated financial-data verification platform. Managing multi-party implementations, API access, testing, and scalable onboarding processes.
Onboarding Coordinator
Temporary Onboarding Coordinator managing Trulieve’s cannabis-industry new-hire onboarding. Supporting candidates, HR systems, compliance checks, and readiness reporting.
Onboarding Specialist
Onboarding Specialist managing end-to-end employee onboarding for Trulieve, a cannabis company. Coordinating compliance, systems access, readiness, and process improvements.
Human Resources Onboarding Specialist – Temporary
Temporary remote HR onboarding specialist managing compliant employee onboarding for Ensemble, a healthcare revenue cycle management provider. Guiding hires through occupational health, background, eligibility, and client integration requirements.
Senior Onboarding Manager, Ordering
Senior Onboarding Manager leading complex digital ordering implementations for PAR Technology’s restaurant clients. Managing migrations, menu integrations, testing, launches, and scalable onboarding practices.
Customer Onboarding Specialist
Customer Onboarding Specialist guiding SMB senior-living SaaS customers through implementation, training, and adoption. Managing onboarding portfolios, customer relationships, retention risks, and expansion opportunities.
Customer Onboarding & Training Coordinator
Customer onboarding coordinator training new SupportNinja customers through live sessions, webinars, and self-service materials. Tracking adoption milestones and resolving onboarding issues.
Merchant Onboarding Coordinator
Merchant Onboarding Coordinator supporting AHG Pay’s personalized payment-processing services. Coordinating merchant documents, calls, follow-ups, and integration scheduling.
ABA Onboarding Specialist
Remote Onboarding Specialist supporting Behavioral Health Works, an ABA therapy provider for children and adolescents with autism. Managing documentation, background checks, timelines, and new-hire coordination.
Senior Accounting Onboarding Specialist
Senior Accounting Onboarding Specialist onboarding small-business clients for Uplinq’s AI bookkeeping and tax automation platform. Configuring QuickBooks, resolving integrations, and managing high-volume client transitions.
Onboarding Specialist, German Speaking
Onboarding Specialist guiding German- and English-speaking customers through Wordly’s real-time translation platform. Leading onboarding, training, technical support, and customer advocacy for global clients.
Onboarding Manager
Retirement onboarding manager leading plan implementation, compliance review, and client coordination for Strongpoint Partners’ tech-enabled retirement services platform. Coaching specialists and improving scalable onboarding operations.
Senior Onboarding Manager
Senior Onboarding Manager streamlining PSP KYC/KYB launches for a global iGaming payments company. Managing compliance, payment readiness, automation, and provider hand-offs across Europe.
Client Onboarding Analyst – New Plans
Client Onboarding Analyst managing 401(k) plan onboarding on Ubiquity’s recordkeeping platform. Coordinating plan documents, payroll integration, compliance, and sponsor education through go-live.
Client Onboarding Analyst
Client Onboarding Analyst supporting Ubiquity’s 401(k) plan setup, conversions, and client servicing. Managing cases, documentation, meetings, and cross-functional coverage.
Onboarding Manager
PSP Onboarding Manager accelerating global payment provider launches for an iGaming company. Managing KYC/KYB, contracts, compliance documentation, testing, and AI-enabled onboarding operations.
Manager, Onboarding Operations
Manager leading AMER onboarding operations for Remote’s global employment platform. Improving compliance, team performance, employee experience, and AI-enabled workflows.
Senior Fund Accountant – Client Onboarding
Senior Fund Accountant leading fund-data conversions, reconciliations, and client onboarding. Supporting Gen II’s private-capital fund administration through accounting-system setup and quality control.
Senior Fund Accountant – Client Onboarding
Senior Fund Accountant leading fund onboarding, reconciliations, and historical data migration. Supporting Gen II’s private capital fund administration through accounting systems and client transitions.
Customer Onboarding Manager
Customer Onboarding Manager leading onboarding, training, and expansion for ECP’s senior-living SaaS customers. Improving speed-to-live, OnRamp workflows, and team performance.