CareerPlan

Technical Onboarding Specialist

San Diego, United StatesFull-time2026-10-20 → 2026-11-10
Hybrid

Core

Technical owner of new customer onboarding, configuring complex accounts, migrating data, and integrating systems for field service SaaS users.

Role type

Senior IC Technical Onboarding Specialist

Builds

End-to-end customer onboarding workflows, data migrations, and API/integration setups for field service teams

Domain

SaaS / Field Service Management

Required skills

Technical account configuration, data migration, API integration, API debugging, SQL/data querying, defect documentation, cross-functional collaboration, customer training, time management

Preferred skills

Field service industry experience, SMB SaaS background, VoIP/telephony knowledge, franchise/multi-location setup experience, CRM/BI tooling proficiency

Technologies

REST APIs, webhooks, SQL, HubSpot, JIRA, Fullstory

Responsibilities

Lead technical onboarding sessions and configure accounts end-to-end; Plan and execute data migrations from legacy systems; Set up and troubleshoot integrations and API connections; Design in-product solutions for complex workflows; Audit configurations and fix misconfigurations; Diagnose and document technical issues to drive root-cause fixes; Conduct technical discovery and manage the full customer journey through HyperCare

Seniority

Senior, hands-on IC