Product Onboarding Specialist
Core
Guide new customers from kickoff through successful platform adoption and go-live for a configurable SaaS product.
Role type
Product Onboarding Specialist
Builds
Tailored onboarding experiences, setup checklists, and product demonstrations for SaaS customers.
Domain
SaaS / Customer Success / Implementation
Deliverable
product features
Required skills
SaaS onboarding, customer education, complex feature simplification, onboarding plan creation, CRM/project-tracking tool usage, feedback translation to product teams
Preferred skills
Hospitality/reservations/booking/payments software experience, complex configurable setup implementation, translating customer feedback to product teams
Responsibilities
Guide new customers through the complete onboarding journey, develop deep product expertise across core platform capabilities, deliver tailored product demonstrations, build onboarding plans and setup checklists, identify and resolve potential blockers, maintain accurate customer notes in CRM and project-tracking tools, share customer feedback with product and engineering teams
Seniority
Mid-level, hands-on IC
