Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features.
Design and refine training programs for different client personas, focusing on adoption and feature usage.
Track training progress and adoption outcomes in HubSpot, proactively addressing any risks to client engagement.
Collaborate with internal teams to maintain up-to-date training content, including recorded walkthroughs and guides.
Identify opportunities for training program improvements based on adoption data and client feedback.

3-5 years of experience in B2B SaaS customer training or customer education.
Proven ability to design and deliver structured training programs, adapting content to different audiences.
Experience using CRM tools such as HubSpot to track training progress and adoption.
Strong communication skills with the ability to present complex product features clearly.
Experience collaborating with cross-functional teams to refine training content and processes.

Onboarding Specialist

Key skills