Onboarding Specialist
On Site
Full Time
Job Summary
DiversiFI is an early-stage, venture-backed SaaS company transforming the 3PL and logistics industry. We're looking for an Onboarding Specialist to help deliver an exceptional implementation experience for our customers. You'll work closely with our Account Management team to onboard new customers, configure the platform, lead implementation meetings, and ensure customers are set up for long-term success. If you enjoy building relationships, solving problems, staying organized, and working in a fast-paced startup where you'll have a direct impact on the customer experience, we'd love to meet you.
Role Overview
Salt Lake City, UT
Role Overview
Lead Customer Onboarding’s
- Manage customer implementations from kickoff through go-live.
- Lead onboarding and training calls with customers.
- Ensure implementations stay on schedule and customers reach value quickly.
- Coordinate customer action items and maintain implementation timelines.
- Troubleshoot onboarding issues and partner with Product and Engineering when needed.
Deliver an Outstanding Customer Experience
- Build trusted relationships with customers throughout implementation.
- Answer product questions and provide best-practice guidance.
- Proactively identify roadblocks and keep projects moving forward.
- Turn implementation challenges into positive customer experiences.
Partner Across Teams
- Work closely with the Account Manager to ensure smooth and successful implementations.
- Communicate customer feedback and feature requests to Product.
- Smooth hand offs from Sales to implementation
- Maintain accurate notes, implementation documentation, and customer status updates.
Improve Internal Processes
- Help create onboarding playbooks, SOPs, templates, and customer resources.
- Identify opportunities to improve onboarding efficiency and scalability.
- Contribute to building a world-class customer implementation process.
Qualifications
- 1+ years of experience in SaaS onboarding, implementation, customer success, project management, or a customer-facing role.
- Strong organizational and project management skills.
- Excellent verbal and written communication.
- Comfortable leading customer meetings and presentations.
- Ability to manage multiple implementations simultaneously.
- Strong problem-solving skills and attention to detail.
- Comfortable learning new software quickly.
Nice To Haves
- Experience in SaaS.
- Experience working with logistics, transportation, eCommerce, or 3PL customers.
- Experience with HubSpot, Monday.com, or similar CRM/project management tools.
Why Join
- Health, dental, and vision insurance
- Flexible PTO
- Join a fast-moving, highly collaborative team where your ideas and work directly impacts the bottom line
- Competitive compensation including salary, performance incentives, and equity.
- Flexible hybrid environment with a results-driven culture. 3 Days/Week in Office
- Comprehensive benefits and professional development opportunities
Apply Now
Submit your resume and a brief note describing your experience working with customers and what excites you about DiversiFi to whitley@diversifi.ai.
