Onboarding Specialist Customer Success
Core
Guide new customers through setup and training for an AI-powered operating system for brokers and dealmakers.
Role type
Onboarding Specialist
Builds
Customer onboarding workflows and training materials
Domain
SaaS / AI-powered operating system for financial professionals
Deliverable
client delivery
Required skills
onboarding, training, customer success, Zoom/Google Meet facilitation, Loom video creation, HubSpot project management, client feedback collection
Preferred skills
SaaS or software experience
Responsibilities
Lead new customer onboarding calls, create training videos and walkthroughs, organize onboarding projects in HubSpot, collect and share client feedback, ensure customers achieve quick wins
Seniority
Individual Contributor, 2+ years preferred
Rewrite
## About the role
We're hiring a remote Onboarding Specialist to guide new customers through setup and training. You'll be the first voice new clients hear after signing, ensuring they feel supported, confident, and excited to use Duxre. This role blends organization, communication, and customer care — with plenty of room to grow.
## Responsibilities
- Lead new customer onboarding calls (Zoom/Google Meet).
- Create simple Loom videos and walkthroughs for training.
- Keep onboarding projects organized in HubSpot.
- Collect client feedback and share with leadership.
- Ensure every new customer hits their first "quick wins" quickly.
## Requirements
- Strong communication skills — clear, well-spoken, and confident on video.
- Organized and detail-oriented.
- Experience in onboarding, training, or customer success (2+ years preferred).
- SaaS or software experience is a plus, but not required.
## What we offer
- $20–$30/hour depending on experience.
- Annual equivalent: $75,000 – $100,000
- Performance bonuses tied to successful onboarding and client satisfaction.
- Growth path into Senior Customer Success or Account Management.
## About the company
Duxre is a SaaS company building an AI-powered operating system for brokers and dealmakers. Our platform helps professionals own their data, control their brand, and scale faster — replacing fragmented tools with one intelligent system.
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