Onboarding Specialist
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Job Description
Onboarding Specialist for PushPress assisting clients with software setup and integration. Delivering onboarding through calls and support, focused on client retention.
Responsibilities:
- Guide new clients through PushPress Grow setup, including CRM, A2P registration, and key integrations.
- Deliver onboarding through a mix of one-on-one calls and Intercom-based support.
- Educate clients on workflows aligned to their business goals and operating model.
- Track onboarding progress and proactively follow up to remove blockers.
- Collaborate with Support and Operations teams to identify and close onboarding gaps.
- Review and update Help Docs and PushStart content to improve onboarding clarity.
- Identify early churn signals and escalate risks to Support or Operations teams.
- Provide how-to guidance via chat for customers in the onboarding phase.
Requirements:
- Strong working knowledge of PushPress Core and Grow, including CRM configuration and workflows.
- Experience leading customer onboarding, implementation, or setup projects in a SaaS environment.
- Comfort delivering onboarding over video, screen share, and live troubleshooting sessions.
- Strong project management skills with consistent follow-up and milestone ownership.
- Clear, confident communication with the ability to explain technical concepts simply.
- High attention to detail and disciplined use of systems and tracking tools.
- Empathy and calm under pressure when supporting customers who feel overwhelmed.
- Two or more years of experience in SaaS onboarding, implementation, or client-facing roles.
- Two or more years of experience in gym ownership, gym management, or fitness operations.
Benefits:
- Inclusive and dynamic workplace
- Commitment to equal opportunities
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