Senior Onboarding Project Specialist

Job not on LinkedIn

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $85k - $110k / year

⏰ Full Time

🟠 Senior

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Cofactr

WebsiteLinkedInAll Job Openings

11 - 50 employees

📦 Logistics

🏭 Manufacturing

🏥 Healthcare

💰 $2.9M Venture Round on 2023-09

Logistics • Manufacturing • Healthcare

Cofactr is a company that provides comprehensive solutions for electronics supply chain management, focusing on procurement, inventory, and logistics infrastructure for electronics manufacturers. Their platform integrates BOM management, procurement automation, inventory management, and logistics services to streamline these processes for companies in various industries including aerospace, robotics, and medtech. Cofactr offers AI-powered tools to automate data entry and procurement, along with secure, climate-controlled warehousing and kitting services for electronic components. By leveraging parts data intelligence and predictive supply analytics, Cofactr helps manufacturers maintain resilient, efficient supply chains and accelerate their time to market.

📋 Description

• Own project management for every new Cofactr customer onboarding from Sales handoff through CSM-led enablement sessions • Run several onboardings simultaneously, managing timelines, stakeholders, configuration requirements, and progress • Review Sales discovery and intake materials, identify missing requirements, and resolve open questions with Sales and customers • Run onboarding projects with defined plans, milestones, owners, and target dates • Track active onboarding status and flag risks early • Coordinate and complete account configuration with Support, Product, and Engineering • Lead setup reviews with customers to confirm configuration before enablement • Schedule and prepare CSM-led enablement sessions and office hours • Keep customers informed and accountable through clear next steps, timelines, and recaps • Maintain onboarding records in Notion, Salesforce, and Pylon • Refine onboarding playbooks, intake forms, checklists, and templates with CS leadership • Track onboarding metrics and use them to identify and remove delays

🎯 Requirements

• 4+ years of experience in customer onboarding, implementation, or project management in a B2B SaaS or technology environment • Supply chain, procurement, or hardware/manufacturing industry experience is an advantage • Track record of running multiple customer projects concurrently, each with its own timeline, stakeholders, and milestones • Strong organization and follow-through, including maintaining trackers, running meetings, and closing loops • Clear written and verbal communication with customers and internal teams • Ability to push for decisions and hold stakeholders to dates • Comfortable learning and configuring SaaS platforms • Ability to diagnose setup issues and route them to the appropriate person • Familiarity with SFDC, Pylon, Notion, Gainsight, or Metabase • Ability to quickly learn new platforms • Hands-on experience using AI tools such as Claude in daily work • Adaptability in an early-stage environment where processes are still being built • Must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain required authorizations from the U.S. Department of State for ITAR compliance

🏖️ Benefits

• Professional development through mentorship, training, and growth opportunities • Collaborative, agile, and innovative team culture • Opportunity to shape onboarding processes as the first person in the role • Potential for expanded scope as the onboarding function matures

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