Onboarding Specialist

Primary contact during the first 30 days of new customer experience

Podium product expert

Manage potential escalations within the first 30 days

Coordinate all account connections (product and integration-related)

Ensure product adoption through various outreach methods and health scoring of accounts

Implement and configure AI agents

Ensure effective hand-off to CSMs after the onboarding period is over

Conduct full-team trainings for all locations in every account, covering best practices

Coordinating and responding to client issues

Building new processes and working with different departments to create a smooth implementation experience

1-2 years of experience in a customer onboarding/implementation role (in SaaS is a plus)

A bachelor's degree in business or a similar field.

Exceptional written and communication skills

Experience communicating directly with clients

Proven track record of managing multiple concurrent projects with varying complexity levels

Excellent problem-solving skills

Self-starter with prior experience navigating complex customer environments

Ability to sort through large volumes of data and drive insights and results

Interest in further understanding and working with AI agents