Onboarding Team Lead Jobs

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. JOB FAMILY SUMMARY: Leads new Mindbody customers through software configuration, training, and onboarding to ensure successful setup with our products. Conducts virtual face-to-face onboarding sessions, ensuring the successful deployment of systems while meeting client requirements and timelines. Provides training and support for a smooth transition and effective use of implemented solutions. Recommends and helps implement additional value-added services available through Mindbody. JOB SUMMARY: The Onboarding Specialist position provides software configuration and onboarding support to Mindbody customers through multiple methods of contact, specifically on camera interactions over video conferencing and email communication. They collect customer requirements during initial kick-off calls and configure the customer site accordingly to help them achieve their goals. This role acts as a liaison between the customer and other Mindbody teams, recommending and helping implement value-added services. MINIMUM QUALIFICATIONS AND REQUIREMENTS: Bachelor’s degree or High School diploma and equivalent experience required. 1+ years of

Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential. We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy. About Campus Kaizen Campus Kaizen, a business unit of Cordance, delivers Guardian Case Management — a purpose-built software platform for K–12 school districts and higher education institutions. Guardian centralizes sensitive case workflows including Title IX, HR, Bullying, Employee Relations, Behavioral Intervention Teams (BIT), Student Conduct, and more, replacing spreadsheets and disconnected systems with secure, compliant processes. Our platform enables districts and institutions to improve response times, strengthen documentation, and manage cases with greater transparency, consistency, and efficiency. Position Overview As an Implementation Specialist, you’ll be the bridge between our customers and our technology teams, ensuring that each customer’s onboarding experience is seamless, structured, and aligned with their business goals. You’ll manage the end-to-end implementation process for new and expanding customers, working closely with sales, product, support, and success teams to ensure successful launches with measurable outcomes. This is a hands-on role ide

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

About Us Tamara is a leading fintech platform in Saudi Arabia and the GCC region with a mission to help people own their dreams built on being simple, trusted, and everywhere our customers need us. Today, more than 25 million customers and over 130,000 partner merchants depend on Tamara every day for reliable financial solutions across retail, travel, education, healthcare, and beyond. Tamara is backed by Sanabil Investments, a wholly owned company of the Public Investment Fund (PIF), and SNB Capital, among others. Your role The Partner Onboarding Advisor is responsible for executing Tamara’s merchant onboarding steps end-to-end for assigned merchants—focusing on accuracy, SLA adherence, and a smooth merchant experience. The role owns KYB, compliance and fraud checks, integration coordination, and activating merchants/partners for go-live readiness. Your responsibilities 1) Merchant intake & case ownership Pick up assigned merchants from the relevant queue/view, take ownership, and manage the case through activation/go-live. Monitor and work on support queues for merchants who are not live yet; action tickets promptly and correctly, ensure all actions/decisions are documented in internal notes, and communicate clearly and professionally with merchants throughout the full ticket lifecycle (updates, requests, and resolution). Make proactive follow-up calls with merchants that have pending actions (e.g., missing go-live requirements, pending integration steps on the merchant side, or pending contract signature) to unblock progress, reduce average time-to-go-live, improve conversion rates by increasing the % of merchants who complete pending actions and go live, and improve NPS by creating a more supportive onboarding journey. 2) KYB & document collection/validation Validate submitted documents (CR/Trade License/Freelancer certificate, ID, IBAN, VAT where applicable) and ensure they meet minimum validity and quality requirements. Confirm consistency across

Job Title: Client Onboarding & Product Specialist Company: Paytm Location: Noida Department: Business / Customer Success / Product Role Overview We are looking for a proactive and customer-focused professional to manage the onboarding and adoption journey of new clients at Paytm. The role involves conducting product demos, guiding clients through setup and integrations, resolving onboarding challenges, and ensuring smooth adoption of Paytm’s solutions. The ideal candidate should have strong communication skills, a problem-solving mindset, and the ability to work closely with Sales, Support, and Product teams. Key Responsibilities Lead new clients through a smooth and structured onboarding process, ensuring successful product setup and activation. ● Conduct product demos, product tours, and personalized training sessions to help clients understand and effectively use Paytm’s solutions. ● Guide clients through WhatsApp Marketing integrations, campaign setup, and relevant product functionalities. ● Act as the primary point of contact during onboarding, addressing setup-related queries and troubleshooting issues to ensure a seamless experience. ● Monitor client adoption and proactively identify opportunities to improve product usage and engagement. ● Simplify complex product or technical processes and help clients move from initial onboarding challenges to confident product usage. ● Collaborate with Sales, Customer Support, and Product teams to resolve client issues and share actionable customer feedback. ● Track onboarding progress, client requirements, and issue resolution while ensuring adherence to defined SLAs. ● Monitor campaign performance and support clients in optimizing their multi-channel campaigns. ● Identify recurring client challenges and work with internal teams to improve processes, product experience, and onboarding journeys. ● Maintain accurate records of client interactions, onboarding status, feedback, and resolutions. Key Skills ●

About Wolt At Wolt, we create technology that brings joy, simplicity and earnings to the neighborhoods of the world. In 2014 we started with delivery of restaurant food. Now we’re building the delivery of (almost) everything and you’ll find us in over 500 cities in 30 countries around the world. In 2022 we joined forces with DoorDash and together we keep on dreaming big and expanding across the globe. Working at Wolt isn’t always easy, but it’s definitely exciting. Here you’ll learn more, build more, and ship more than in most other companies. You’ll be challenged a lot, but also have a lot of fun on the way. So, if you’re a self-starter with drive and entrepreneurial spirit, this could be the ride of your life. Are you detail-oriented and comfortable communicating with partners? Do you enjoy structured work where you can organize information, solve problems, and help others get started successfully? If yes, this role could be a great fit for you! About the role In this role, you’ll help new restaurant and retail partners get started on Wolt. You’ll guide them through the onboarding process, communicate with them (mostly in German), and make sure their menus and information are correctly set up in our systems. The role combines partner communication, coordination, and administrative work . You’ll work closely with our German Merchant teams while being based in Budapest. What you’ll be doing Onboard new restaurant and retail partners to the Wolt platform Communicate with partners via email and phone (mostly in German, all communication is remote - no in-person meetings) Guide partners through setup requirements and processes Upload and update menus in Wolt’s internal systems Check that all information is accurate, complete, and up to date Follow up on missing or unclear details with partners Work with internal teams to resolve issues and keep onboarding on track What we’re looking for Fluent German and English (written and spoken) Comfortable with phone com

Client Onboarding Manager — Mississauga Ontario Canada. Apply via Workday.

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. At Plaid, Product Marketing plays a pivotal role across the entire product lifecycle—from shaping product strategies and defining target audiences, to ensuring successful product launches and market adoption. We collaborate closely with Product and Marketing teams, driving go-to-market strategies from defining product-market fit to creating compelling messaging, influencing product direction and driving marketing adoption. In this role, you will act as the quarterback for Plaid’s onboarding strategy, building a clear, compelling onboarding narrative and GTM strategy. You will partner closely with Product to shape product-market fit, influence roadmap decisions, and bring the voice of the customer into product strategy. You will partner across Sales, Enablement, Growth, and Marketing to translate the onboarding strategy into GTM programs that drive adoption and growth. Responsibilities Lead onboarding positioning and messaging across products, ensuring a unified narrative. Identify and validate product-market fit through customer insight, data, and experimentation. Partner cross-functionally with Product and Marketing to launch and scale products. Influence roadmap decisions by adv

Job Title: HR Onboarding Intern Positions (MBA / Graduate) Location: Noida Mode: Work from Office (5 days a week) Duration: 3 Months About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Role & Requirements: ● Greet and guide new employees on their first day. ● Support HR in conducting orientation sessions and presentations. ● Ensure completion of joining formalities, forms, and policy acknowledgments. ● Maintain accurate employee records and digital filing systems. ● Update trackers (new joiner status, onboarding progress, etc.). ● Strong verbal and written communication skills with the ability to interact effectively with new hires and multiple departments. ● Basic MS Office / Google Workspace skill. ● Ability to manage confidential information. ● Positive attitude and eagerness to learn.

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same. About the Role Square is looking for a senior operations leader to own US seller onboarding operations across first-party and vendor-supported delivery motions. Reporting to the Head of Global Onboarding Operations, this leader will translate global onboarding strategy into US operating plans, manage multiple teams and workstreams, and drive measurable improvements in seller activation, time-to-value, service quality, workforce productivity, and cost-to-serve. This role requires broad operational expertise, strong cross-functional influence, and the ability to make high-quality decisions in ambiguous situations. The right candidate can operate independently on significant assignments, build scalable operating mech

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same. About the Role Square is looking for a senior operations leader to own onboarding operations across international markets, initially including Australia and Europe. Reporting to the Head of Global Onboarding Operations, this leader will translate global onboarding strategy into market-specific operating plans, manage regional teams and partners, and improve seller outcomes across diverse geographies and service models. This role requires the ability to balance global consistency with local market needs. The right candidate can coordinate across regions, influence senior stakeholders, manage multiple teams or departments, and drive operational improvements in environments with varied market maturity, seller needs,

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same. About the Role Square is looking for a senior operations leader to define and manage the global external workforce and partner strategy for seller onboarding. Reporting to the Head of Global Onboarding Operations, this leader will own the operating model for third-party service providers, vendors, and BPO partners, ensuring that external delivery capacity improves seller outcomes while scaling efficiently and responsibly. This role sits at the intersection of operations, workforce strategy, vendor governance, finance, procurement, legal, and regional execution. The right candidate can evaluate complex build-vs-buy tradeoffs, establish global partner standards, influence senior stakeholders, and create governance m

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 200+ public data centers globally and thousands of private sites at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. Role We are looking for a Senior GTM Onboarding Programs Manager to own and advance how we bring new GTM talent into our organization, leading a global program that shapes the first experience of every Account Executive, SDR, and Partner Seller who joins us. As a builder, facilitator, and innovator, you will elevate onboarding through in-person cohort experiences, self-paced learning paths, and personalized AI-driven companions that guide new hires based on their role and ramp journey. This is a high-impact hybrid role based in our Santa Clara headquarters that requires deep GTM experience to connect enablement directly to pipeline generation and closed deals. What you’ll do (Role Expectations) Advance the global GTM onboarding strategy with a roadmap that delivers quick wins and matures into role-specific learning journeys tied to competency frameworks and attainment metrics Design and evolve onboarding experiences across

About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. About the Role: We’re looking for a sharp, detail-oriented professional who is passionate about enabling self service within the College Pads PMC customer base. You will help scale how we onboard and support clients through automation, process optimization, and improve how ongoing client operations are delivered. You will work closely with Customer Success, Renewals, and Customer Operations to turn manual processes into scalable, self-service experiences. Your focus will be on improving data accuracy, increasing automation, and expanding CSM capacity by reducing manual, repeatable work. Over time, this role is expected to evolve into a Customer Success Operations function with greater ownership of systems and tooling. What You Will Own : Onboarding Operations & Process Execution- • Support and execute onboarding workflows designed by Customer Operations • Identify inefficiencies and recommend scalable improvements • Translate manual processes into structured, repeatable systems Self-Service & Workflow Automation- • Build and maintain forms, templates, and workflows that enable self-service onboarding and updates • Identify and implement opportunities to automate repetitive tasks • Partner with internal teams to test and roll out automation and AI-driven solutions Data Accuracy & Listing Management- • Own the quality and cons