Onboarding Specialist I

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🔥 8 minutes ago

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Logo of Boulevard

Boulevard

201 - 500 employees

☁️ SaaS

💄 Beauty

🧘 Wellness

SaaS • Beauty • Wellness

Boulevard is a leading client experience platform designed for appointment-based, self-care businesses such as medspas, salons, spas, barbershops, and nail salons. With a focus on enhancing customer engagement and business efficiency, Boulevard offers a comprehensive suite of solutions including self-booking, client profiles, loyalty programs, payment systems, and marketing tools. The platform supports over 30,000 self-care professionals by streamlining scheduling, reports, and point-of-sale operations. Boulevard aims to elevate the self-care experience through innovative technology, empowering practitioners and delighting clients alike.

📋 Description

• Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards. • Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards. • Coordinate onboarding project plans, timelines, milestones, and customer deliverables. • Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion. • Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems. • Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation. • Identify project risks, delays, or blockers early and escalate concerns appropriately. • Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies. • Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities. • Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency. • Participate in onboarding enablement, coaching, and continuous learning opportunities.

🎯 Requirements

• 1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management roles. • Strong organizational and time management skills with attention to detail. • Ability to manage multiple projects and competing priorities simultaneously. • Strong written and verbal communication skills. • Ability to build customer relationships while maintaining professionalism and accountability. • Comfortable working within structured processes, timelines, and operational expectations. • Strong follow-through and ownership mindset. • Ability to identify problems, ask questions, and escalate issues appropriately. • Technical aptitude and ability to learn SaaS onboarding workflows, system configurations, and operational processes. • Willingness to learn and develop project management, customer management, and onboarding expertise.

🏖️ Benefits

• 401(k) match plus dental, medical, vision, and life insurance. • Flexible vacation day policy. • Fully remote work with monthly work from home stipend. • Family planning resources and specialized support programs. • Equity participation.

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