bloomerang
Onboarding Specialist
At a Glance
- Location
- United States
- Work Regime
- remote
- Experience
- 1+ years
- Compensation
- ry range for this position is $55,000- $62,000. You may also be eligible for
- Posted
- 2026-03-23T17:55:42-04:00
Key Requirements
Required Skills
Domain Knowledge
- SaaS
Benefits & Perks
health, vision, and dental insurance options as well as HealthiestYou, a hea
Requirements
1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment with a strong focus on customer onboarding best practices
Proficiency with using Excel for reviewing and troubleshooting customer data import files
Foundational understanding of data migration processes
1+ years of project management experience with SaaS customer onboarding
Experience with Bloomerang products
Experience with supporting nonprofit organizations
Compensation & Benefits
Health + Wellness
You’ll have access to generous health, vision, and dental insurance options as well as HealthiestYou, a healthcare service that offers convenient, confidential access to quality doctors 24/7, anytime, anywhere.
Responsibilities
As an Onboarding Specialist, you will be providing 1:1 virtual follow-ups with customers as they learn to use their purchased products through the Learning Management System.
You must be comfortable managing multiple projects and ensuring on-time deliverables while keeping internal teams and customers accountable through the Getting Started Journey.
Manage the customers’ Getting Started Journey.
Own the 1:1 virtual follow-up sessions to ensure learning content understanding.
Assist customers with value recognition in their purchased platform(s).
Act as a point of contact throughout the Customer Getting Started Journey.