Onboarding Consultant

Onboarding Consultant (SMB)

Location: Remote – US (all time zones welcome)

 

We are looking for an Onboarding Consultant to serve as a key customer-facing delivery function within our Professional Services & Onboarding organization. This role is responsible for leading the successful onboarding, configuration, and activation of Togetherwork SaaS solutions for new SMB customers. The Onboarding Consultant partners closely with Project Managers, Solution Consultants, Customer Success, and delivery leadership to ensure customers achieve a smooth transition from sales to active product usage—delivering structured onboarding engagements that drive adoption, early value realization, and long-term success.

What you’ll do:

Customer Onboarding & Implementation

• Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope
• Configure SaaS applications based on documented customer requirements and established best practices
• Guide customers through setup, validation, and go-live readiness activities
• Identify onboarding risks, dependencies, and issues; escalate appropriately to maintain delivery momentum

Training & Enablement

• Deliver end-user and administrator training to support successful product adoption
• Provide onboarding guidance, best practices, and product usage recommendations tailored to SMB customer needs
• Ensure customers are prepared for a successful transition to Customer Success or Support teams

Delivery Execution & Documentation

• Maintain accurate onboarding documentation, configuration records, and customer-facing artifacts throughout the project lifecycle
• Track and report progress against milestones, timelines, and success criteria
• Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
• Operate within PMO governance frameworks, delivery standards, and Performance Insights reporting models

AI-Enabled & Data-Driven Ways of Working

• Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency
• Use data, dashboards, and AI-supported insights to monitor onboarding health and identify risks early
• Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery
• Contribute to a culture of continuous improvement by identifying opportunities to streamline and enhance onboarding workflows

 

What you’ll bring:

• Experience delivering SaaS onboarding or implementation engagements
• Strong customer-facing communication, facilitation, and training skills
• Technical aptitude for system configuration and solution setup
• Ability to manage multiple onboarding engagements with accountability and attention to detail
• Comfort working within structured delivery frameworks and onboarding plans
• Ability to document requirements, configurations, and processes clearly and accurately
• Organized, proactive, and execution-focused with strong follow-through
• Collaborative team player aligned to shared outcomes and delivery standards
• Analytical and problem-solving skills
• Proficient with Windows, Microsoft Office, and Adobe Acrobat applications
• Excellent written and oral communication skills

 

Why This Role:

• Lead meaningful customer relationships as the primary delivery contact during a critical phase of the customer journey
• Work at the intersection of technology, operations, and customer experience in a fast-paced SMB environment
• Operate in an AI-forward environment with access to modern tools that amplify your efficiency and impact
• Contribute directly to measurable outcomes—customer satisfaction, onboarding timeliness, and adoption—that matter to the business

 

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• Basic Life
• 401(k) option with 100% company match up to 4%
• Non-Exempt employees have a generous accrual policy
• 10 sick days annually
• 10 company paid holidays
• 6 weeks paid parental leave

 

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.

Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.

Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.

 

Interview Process & Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.