Onboarding Specialist

November 25

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Wealth.com

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SaaS • Fintech • B2B

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

📋 Description

• Own the implementation process for a portfolio of new SMB customers. • Execute onboarding project plans, setting clear timelines and tracking milestones across all client stakeholders. • Conduct engaging, hands-on training sessions (virtual) to ensure financial advisors and their teams are proficient in using the platform's core features. • Manage initial account configuration, data setup, and any necessary technical integrations (e.g., CRM synchronization). • Proactively communicate with clients regarding their onboarding status, managing expectations and ensuring accountability to stay on schedule. • Create and maintain high-quality onboarding documentation, training materials, and best-practice guides. • Proactively identify potential roadblocks or issues during the onboarding phase and collaborate cross-functionally with Customer Success, Sales, Product, and Engineering to resolve them quickly. • Define success criteria for each new client and execute a smooth, professional handoff to the assigned Client Success Manager upon completion of the implementation phase. • Gather and surface customer feedback from the initial experience to inform improvements in our product and processes.

🎯 Requirements

• 2+ years of experience in a customer-facing role such as Onboarding Specialist, Implementation Consultant, or Client Success in a SaaS environment. • Proven ability to manage multiple complex implementation projects simultaneously with exceptional organizational and time management skills. • Strong verbal communication and presentation skills, capable of clearly training and influencing diverse groups of users (e.g., financial advisors). • A "hands-on" approach with a passion for process efficiency, documentation, and continuous improvement. • The ability to diagnose customer needs and translate them into a clear implementation path.

🏖️ Benefits

• Competitive Salary. • Fully remote, flexible work environment. We do however meet together in person several times a year. • Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. • 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability. • 100% Paid Parental Leave upon eligibility. • Company equity managed through Carta. • 401k with Match and 100% vesting upon hire. • Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. • Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. • Free estate planning for life!