Customer Onboarding Specialist
Core
Guide new home service businesses through a structured onboarding journey from kickoff to full activation, ensuring they achieve clear milestones and derive value from the platform within their first 90 days.
Role type
Customer Onboarding Specialist (Success Team)
Builds
Customer activation and adoption of SaaS features for small home service businesses
Domain
SaaS / Home Services Technology
Required skills
Customer service experience, onboarding complex products, CRM and scheduling stack proficiency, AI tool usage, structured system navigation, relationship building, execution excellence
Preferred skills
High-volume SaaS environment experience, weekend shift flexibility (via careerplan.io/jobs/320245aa-78b1-45df-bbd8-3367797bae12-customer-onboarding-specialist-at-jobber)
Technologies
Salesforce, Chili Piper, Slack, AI-assisted workflows
Responsibilities
Guide customers through defined onboarding progression and milestones, act as a product expert to drive feature adoption, build strong customer relationships, collaborate with cross-functional teams to improve onboarding processes, utilize AI tools for session prep and follow-ups, optimize tooling and workflows.
Seniority
Individual Contributor