Onboarding Specialist Jobs

Here’s a summary of the role: Love helping customers succeed? Thrive in fast-paced, client-facing environments where no two projects are the same? As an Onboarding Specialist , you’ll play a critical role in shaping the early customer journey—guiding clients from implementation through adoption and ensuring they realize value quickly. If you’re someone who enjoys project coordination, delivering impactful client training, managing multiple stakeholders, and building strong customer relationships, this could be your next great move. This is an opportunity to work with clients, senior stakeholders, and global teams while becoming a trusted advisor during one of the most important phases of the customer lifecycle. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Own and manage the end-to-end onboarding experience for assigned customers, ensuring a seamless transition from sale to adoption Lead onboarding projects by coordinating timelines, milestones, and internal stakeholders to deliver successful outcomes Deliver engaging product onboarding sessions and training to help customers quickly adopt and maximize value Configure customer environments and guide clients through setup and best-practice implementation Build trusted relationships with stakeholders including administrators, business leaders, and senior client contacts Partner cross-functionally with Customer Success, Product, Support, and Sales teams to resolve challenges and improve customer outcomes These are the essentials you’ll need to get an interview: 3–5 years of experience in customer onboarding, implementation, project coordination, or customer success Strong client-facing communication and presentation skills, with confidence engaging senior stakeholders Proven ability to independently manage multiple onboardin

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. The Role You'll Play You'll guide new Mindbody customers through their software journey - from configuration and training to launch. Acting as their trusted partner, you'll lead virtual onboarding sessions, gather requirements, and build out their sites to match their unique goals and business needs. You'll troubleshoot challenges, recommend value-added services, and collaborate across teams to ensure every customer feels confident and set up for success. Manage onboarding for assigned customers, delivering configuration, training, and support through virtual video sessions Gather customer requirements during kickoff calls and configure their software environment to align with their business objectives Identify opportunities to recommend and coordinate additional Mindbody services and products that add value Troubleshoot software challenges and collaborate with Engineering and Product teams to resolve issues Build trust and confidence by sharing your firsthand knowledge of Mindbody products, services, and processes Proactively follow up with customers to ensure engagement, answer questions, and support their progress Schedule ongoing training sessions as needed to reinforce lear

Strength in Trust OneTrust’s mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn’t slow teams down—it should accelerate what’s possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. Strength in Trust Our goal at OneTrust is to bring the power of trust to companies all over the world. Using cutting-edge technology and a real-world approach to ethics, compliance, privacy, security, and third-party risk, we’ve created a no-nonsense platform to help supercharge the global push for trust. The Challenge We are looking for an experienced and dedicated Senior Sales Enablement Onboarding Specialist who will report to the Sales Enablement Team. In this role, you will help ensure each of our sales representatives and go-to-market (GTM) support roles has the necessary training and tools to be successful after joining OneTrust. You will act as a bridge between a new hire's entry to the company and their journey to full ramp. If you enjoy being in the middle of all the action, this is the role for you. Your Mission Facilitate monthly onboarding training for all new GTM roles, comprised of virtual and in-person sessions Manage onboarding curriculum by developing

Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you’ll fit right in. Who You Are You are a strategic, detail-oriented professional with expertise in the Employer of Record (EOR) industry. You thrive on managing complex international onboardings and turning nuanced challenges into seamless customer and employee experiences. A natural collaborator, you enjoy working across departments to optimize workflows and bridge product gaps. You are highly organized, deadline-driven, and committed to delivering high-touch service that helps customers scale their global teams with confidence. Your Success Profile What You Will Work On Own the full technical and operational setup for international hires, including the execution of employment agreements, statutory policy alignment, local enrollments, and the successful implementation of local benefit enrollments to ensure 100% Day 1 compliance. Identify customer needs during the implementation phase to recommend essential supplemental services, including but not limited to, IT provisioning, background checks, supplemental benefits, and more. Lead high-impact initiatives to improve the customer and employee journey and drive efficiency across the onboarding experience f

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: Communicate and explain the data onboarding workflow to clients over calls and emails Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds Provision received accounts to the appropriate Addepar environments Work closely with data providers to tri

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to remote-first work , and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. . Hiring and how we work We use Artificial Intelligence (AI) to help make our hiring process efficient. That said, every hiring decision is made by real Twilions! Also, while we are a remote-first company, you may be asked to report in person on an ad-hoc basis for team gatherings, functional off-sites or customer meetings. . See yourself at Twilio Join the team as Twilio’s next Fast Track Onboarding Specialist About the job Twilio is seeking a Fast Track Operations Specialist to join the team that runs Twilio’s personalized onboarding team globally. This role will work directly with customers to help them onboard A2P their A2P numbers with 1:1 customer engagement. Fast Track Onboarding Specialists are the personalized onboarding experts under the A2P onboarding org. The Fast Track onboarding team is a key part of Twilio’s Super Network, whose mission is to provide strategic customers with solutions to assist them with SLA driven go to market times solutions. The role will be in NAMER shift 06:30PM - 03:30AM IST. Responsibilities In this role, you’ll: Provide personalized onboarding support for customers who sign up for our Fast Track Packages. Help Fast Track customers solve existing onboarding issues through engagement that meets their onboarding demands. Able to provide compliance

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Professional Services team exists to drive the adoption of Stripe capabilities across our user base, from Fortune 100s to high-growth startups. Within this group, the Accelerate team is responsible for the critical "zero-to-one" phase of the user journey. We partner with developers and technical leaders to ensure they deploy quickly, integrate with high quality, and derive strategic value from Stripe immediately. Accelerate is a dedicated Stripe onboarding program designed to get users live fast and operationally ready. It is a prescriptive engagement where we guide users through technical integration, fraud prevention setup, and financial reporting. Whether through our foundational (free) tier or our premium high-touch service, the goal is identical—eliminate friction, reduce implementation risk, and accelerate time-to-revenue. What you'll do Stripe is launching Stripe Delivery Centers—a brand new global team to design, implement, and grow Stripe operations for the next decade. We're looking for dynamic and curious people who have a passion for solving global user issues, building operations, and driving process improvements, and who want to play a front-line role in building this new operational capability for Stripe and accelerating Stripe growth. If you like challenging, scaled problems and are an amazing teammate, we want to hear from you. As an Onboarding Specialist, you are the technical guide for users during their first 90 days

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to remote-first work , and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. . Hiring and how we work We use Artificial Intelligence (AI) to help make our hiring process efficient. That said, every hiring decision is made by real Twilions! Also, while we are a remote-first company, you may be asked to report in person on an ad-hoc basis for team gatherings, functional off-sites or customer meetings. . See yourself at Twilio Join the team as Twilio’s next Fast Track Onboarding Specialist (L2). About the job Twilio is seeking a Fast Track Operations Specialist to join the team that runs Twilio’s personalized onboarding team globally. This role will work directly with customers to help them onboard A2P their A2P numbers with 1:1 customer engagement. Fast Track Onboarding Specialists are the personalized onboarding experts under the A2P onboarding org. The Fast Track onboarding team is a key part of Twilio’s Super Network, whose mission is to provide strategic customers with solutions to assist them with SLA driven go to market times solutions. Responsibilities In this role, you’ll: Provide personalized onboarding support for customers who sign up for our Fast Track Packages. Help Fast Track customers solve existing onboarding issues through engagement that meets their onboarding demands. Able to provide compliance guidance for all A2P products. Manage Onboarding SLAs

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role The Business Development Desk is a proactive outbound sales team responsible for general asset gathering and migrating customers into our Concierge program through consolidation of assets. This team serves as brand ambassadors, education and creating awareness of all the available products and solutions available that would help the customer reach their financial goals. The team works closely with all of our customer facing teams to ensure a truly white glove/Concierge experience through the onboarding process. In this role, you will lead a team responsible for growing assets and expanding customer relationships here at Robinhood.. As a Manager of Business Development, you will lead, coach, and develop a team of Onboarding Specialists who support customers throughout their onboarding journey while also exploring any additional opportunities to consolidate/win more share of wallet. You will oversee and enhance sales pipelines, review opportunities worked for Compliance and Oversight and coaching to overall sales process and customer experience. You will be responsible for driving team strategy, establishing operating efficiency, and driving asset growth through pipeline management and ongoing coaching and development of sales agents. In addition to developing your team, you will partner closely with product, compliance, legal, and external service providers to evolve the Business Development Desk offering, expand pipelines of opportunities and ensure all customer interactions meet all regulatory standards including RegBI and telemarketing compliance. This is a highly cross-functional leadership role where you

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Professional Services team exists to drive the adoption of Stripe's capabilities across our user base, from Fortune 100s to high-growth startups. Within this group, the Accelerate team is responsible for the critical "zero-to-one" phase of the user journey. We partner with developers and technical leaders to ensure they deploy quickly, integrate with high quality, and derive strategic value from Stripe immediately. Accelerate is Stripe's dedicated onboarding program designed to get users live fast and operationally ready. It is a prescriptive engagement where we guide users through technical integration, fraud prevention setup, and financial reporting. Whether through our foundational (free) tier or our premium high-touch service, the goal is identical—eliminate friction, reduce implementation risk, and accelerate time-to-revenue. What you'll do Stripe is launching Stripe Delivery Centers—a brand new global team to design, implement, and grow Stripe's operations for the next decade. We're looking for dynamic and curious people that have a passion for solving global user issues, building operations, driving process improvements and want to play a front-line role in building this new operational capability for Stripe and accelerating Stripe's growth. If you like challenging, scaled problems and are an amazing teammate, we want to hear from you. As an Onboarding Specialist, you are the technical guide for users during their first 90 days wi

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c