Onboarding Specialist II

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $33 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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Boulevard

WebsiteLinkedInAll Job Openings

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.

🎯 Requirements

• 3–5 years of experience in SaaS onboarding, implementation, project management, or customer success roles. • Proven ability to independently manage a high-volume portfolio of onboarding projects. • Strong project management, organizational, and prioritization skills. • Demonstrated ability to proactively manage customer risk, delays, and competing priorities. • Strong communication and stakeholder management skills with the ability to influence customers and internal teams. • Ability to balance operational discipline with customer flexibility and problem solving. • High ownership mindset with strong follow-through and accountability. • Experience managing onboarding forecasting, project tracking, and portfolio reporting. • Comfortable navigating customer pushback and driving accountability conversations. • Technical aptitude with the ability to understand onboarding workflows, configurations, integrations, and data migration requirements.

🏖️ 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 options to grow with Boulevard. • Boulevard Bucks Learning and Development program for career exploration.