[Remote] Onboarding Specialist

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. GlossGenius is a company focused on empowering small business owners by providing a range of business management tools. The Onboarding Specialist will play a critical role in helping high-revenue prospective customers transition smoothly onto the platform, managing the end-to-end onboarding process and collaborating closely with Sales and other internal teams.


Responsibilities

  • 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

Skills

  • 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)

Benefits

  • 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
  • Pre-tax commuter benefits
  • Dependent Care FSA
  • Home office support

Company Overview

  • GlossGenius is a vertical SaaS platform for small business owners across the salon and studio space. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://glossgenius.com.

  • Company H1B Sponsorship

  • GlossGenius has a track record of offering H1B sponsorships, with 5 in 2025, 2 in 2024, 4 in 2023. Please note that this does not guarantee sponsorship for this specific role.

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