GlossGenius is building an ecosystem enabling entrepreneurs to succeed. We empower small business owners to focus on being creators, not admins, by offering a range of business management tools including booking and scheduling, marketing, analytics, payment processing and much more. Over 100,000 small business owners have chosen to rely on GlossGenius every day to run their entire set of business operations. Joining its powerful, intuitive platform with its vibrant, distinguished brand, GlossGenius is the ideal combination of a fintech, SMB software, and consumer company all in one.
About the Role
As an Onboarding Specialist, you will play a critical role in helping high-revenue prospective customers successfully transition onto our platform. Sitting adjacent to the Sales team, you will partner closely with Account Executives to guide new customers through a smooth, efficient, and value-driven onboarding experience that sets them up for long-term success. You will own the end-to-end onboarding journey for a portfolio of high-value accounts, acting as a trusted advisor throughout the implementation process.
You will report to the Director of Revenue Operations and work closely with Sales, RevOps, Product, and Support teams. You can be based remotely anywhere in the continental United States.
What You’ll Do
Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding
Own and manage the end-to-end onboarding process, guiding customers through key milestones including:
Data transfer and migration
Payments and financial setup
Website and online booking configuration
Team member onboarding and permissions
Enablement of advanced product features
Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks
Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity
Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently
Ensure customers are fully activated and confident using the platform by the end of the onboarding period
Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes
Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes
What We’re Looking For
1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred)
Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction
Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment
Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration
Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences
Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion
Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools)
Flexible PTO
Competitive health & dental insurance options, with premiums partially or fully covered by GG
In-person opportunities that are designed to help team members foster collaboration and build community (ie; working out of a co-working space, team dinners, and other team building activities)
Fertility and adoption benefits via Carrot
Generous, fully-paid parental leave policy
401k benefit - employees are eligible to contribute starting day 1 of employment
Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses
Dependent Care FSA
Home office support
The starting base salary for this role in New York, California, and Washington is between $60,000 - $72,000 + benefits. The base salary offered is dependent upon many factors including skills, experience, location, and education. The base pay range is subject to change and may be modified in the future.
At GlossGenius, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. GlossGenius is proud to be an Equal Opportunity and Affermiative Action Employer.
Personal Information: Notice at Collection for Employees and Applicants
Agency Submissions: If a resume or applicant is submitted to GlossGenius by a third party without a signed search agreement in place, it will become the property of GlossGenius and no fee will be paid, irrespective of whether the candidate is hired.
GlossGenius may use automated tools, including artificial intelligence and machine learning systems (AI Tools), to assist in evaluating applicants’ qualifications and fitness for the position. These AI Tools may be used alongside human review during one or more stages of the recruiting process, including application screening, skills assessments, and interviewing. No final hiring decision will be made solely by AI Tools without human oversight.
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