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
Deliver end-user and administrator training to support successful adoption
Provide onboarding guidance, best practices, and product usage recommendations
Ensure customers are prepared for transition to Customer Success or Support teams
Maintain accurate onboarding documentation, configuration records, and customer artifacts
Track progress against milestones, timelines, and success criteria
Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
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

2-3 years of experience delivering SaaS onboarding or implementation engagements
Bachelor's degree preferred
Strong customer-facing communication, facilitation, and training skills
Ability to manage multiple onboarding engagements with accountability and attention to detail
Technical aptitude for system configuration and solution setup
Comfort working within structured delivery frameworks and onboarding plans
Ability to document requirements, configurations, and processes clearly and accurately
Customer-focused, proactive, and ownership-oriented
Organized and execution-focused with strong follow-through
Collaborative team player aligned to shared outcomes and onboarding standards

Onboarding Consultant

Key skills