To Apply for this Job Click Here
Our client, a SaaS organization, is seeking a hybrid Onboarding Specialist to join their growing team here in Philly. This individual will play a key role in managing the onboarding experience clients while serving as a trusted partner to leadership. The ideal candidate will bring a strong blend of customer success, onboarding, account management, and relationship-building experience, with the ability to thrive in a fast-paced, metrics-driven environment.
About the Job
- Manage the end-to-end onboarding process for nonprofit and corporate clients, ensuring a seamless customer experience
- Serve as a key partner to leadership, helping to support team priorities and client initiatives
- Build strong client relationships and act as a primary point of contact throughout the onboarding lifecycle
- Maintain proactive communication with customers through regular outreach and follow-up
- Identify opportunities to expand client engagement and support additional service offerings
- Track onboarding progress, customer activity, and pipeline opportunities within internal systems
- Collaborate cross-functionally to resolve client issues and ensure successful onboarding outcomes
- Utilize AI tools and technology to improve efficiency and enhance the customer experience
- Support team initiatives and assist with additional projects as business needs evolve
About You
- 3+ years of experience in onboarding, customer success, account management, client services, or a related customer-facing role
- Proven ability to manage a high volume of client relationships in a fast-paced environment
- Strong relationship-building skills with a consultative and customer-focused approach
- Experience identifying upsell opportunities or expanding existing client relationships is highly preferred
- Highly independent and comfortable working with minimal supervision
- Detail-oriented with strong verbal and written communication skills
- Ability to quickly learn complex processes and support clients across multiple service offerings
- Proficiency with Google Workspace, HubSpot, and CRM/customer engagement platforms required
- Experience within SaaS, technology, professional services, financial services, healthcare, pharmaceutical, compliance, or related industries is a plus
This is a contract to hire hybrid position, paying up to 70,000 annually if permanent. It would require an onsite presence one day a week. If you have a background in onboarding, customer success, or account management and are looking to join a growing organization, please apply with a Microsoft Word version of your resume for consideration.
A1468201PHI_1785953876