Lead live virtual onboarding sessions and guide clients through setup, configuration, and launch steps
Deliver clear training and resources to drive adoption
Manage onboarding plans, timelines, and proactive communication
Respond to client tickets with timely, high-quality support and provide coverage as needed
Troubleshoot issues, identify blockers early, and coordinate with internal teams
Focus on long-term outcomes (not checklist onboarding) and contribute to playbook/SOP improvements

2 to 3 years in onboarding, implementation, customer success, or CRM support
Strong CRM knowledge (pipelines, automations, segmentation, campaigns, contacts, integrations); KEAP a plus
Confident leading calls and trainings with business owners and teams
Organized and comfortable managing multiple onboardings
Client-first, accountable, and able to balance empathy with execution
Strong team collaboration: you work well across departments, communicate openly, share knowledge, and support teammates to deliver a seamless client experience

Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.

CRM Onboarding Specialist

Key skills