Customer Onboarding Specialist

Job not on LinkedIn

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Jonas Software

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏗️ Construction

💼 Consulting

🏥 Healthcare

Construction • Consulting • Healthcare

Jonas Software is a prominent acquirer of vertical market software companies, with a rich history of over 20 years. The company focuses on mission-critical software solutions across various industries, aiming to provide business tools and a network for growth. Jonas Software operates under a decentralized structure, allowing acquired companies to maintain their autonomy while tapping into Jonas's extensive experience and best practices. They adhere to a 'buy & hold forever' strategy, ensuring long-term stability and a permanent home for acquired businesses. With more than 130 successful acquisitions under its belt and being part of Constellation Software, Jonas Software emphasizes preserving the legacy and culture of the companies it acquires, fostering a culture of sharing and leveraging expertise in vertical market software.

📋 Description

• Serve as a software expert across all EZFacility products and guide new clients through implementation • Assess client goals and business needs and develop customized training plans • Conduct Zoom-based training sessions for basic and advanced software usage • Collaborate with Sales and Account Management to complete onboarding on schedule • Resolve client questions and issues and make product recommendations • Design and implement self-guided onboarding tracks for customer segments and use cases • Develop training videos, tutorials, self-guided courses, and knowledge base articles • Create learning paths for onboarding, advanced product usage, and feature releases • Own and optimize Userpilot for in-app guidance, product tours, and contextual help • Implement and manage an LMS for structured, trackable training delivery • Design guided product walkthroughs • Use AI to update training materials, create summaries, how-to clips, FAQs, and reusable prompt templates • Use AI to personalize onboarding, identify customers falling behind, and create adaptive learning paths • Partner with Support to analyze ticket data and prioritize training content • Audit and improve knowledge base content and build contextual in-app guidance • Collaborate with Customer Success, Support, Product, and Training teams to reduce onboarding friction • Use Salesforce to track training progress, document feedback, and streamline initiatives • Track onboarding completion, time-to-first-value, training engagement, and live training-hour reduction • Execute engagement and retention initiatives such as tutorials, webinars, and user guides • Continuously refine learning programs using data, feedback, and product changes

🎯 Requirements

• 2+ years of experience in software training, customer onboarding, customer success, or a related field • Previous software training, customer service/support, and basic technical experience • Experience creating or delivering structured learning programs, training plans, or onboarding flows • Strong verbal and written communication skills with the ability to translate complex product functionality into simple, approachable learning experiences • Ability to prioritize, multi-task, and work independently with minimal supervision in a fast-paced environment • Strong work ethic and the ability to meet deadlines while managing multiple client relationships • A patient, client-first mindset with a genuine commitment to resolving issues and driving client success • Experience with Digital Adoption Platforms (Userpilot, WalkMe, Pendo, Appcues, or similar) preferred • Experience implementing or managing a Learning Management System (LMS) preferred • Familiarity with AI tools for content creation, knowledge management, or training personalization preferred • Knowledge of Salesforce for tracking training progress and client data preferred • Video editing experience for producing training and tutorial content preferred • Prior experience in the SaaS industry; familiarity with the sports, fitness, or recreation industry is a strong plus • Experience working with SaaS customer success or training teams • Strong systems thinking and process design • Instructional design sensibility • Comfort experimenting with new tools and technologies • Data-driven mindset • Ability to manage multiple client implementations simultaneously