WHO WE ARE
SUMMARY
Onboarding Specialists are responsible for integrating new customers into the SQUIRE platform through technical configuration guidance, training, and hands-on support. This role owns the full onboarding experience, from initial setup through early post-launch, ensuring customers can confidently launch and operate their business on SQUIRE. Success in this role requires strong communication, organization, and problem-solving skills, as well as a genuine commitment to customer outcomes.
REPORTS TO
Manager, Customer Onboarding
JOB DUTIES AND RESPONSIBILITIES
- Own the end-to-end onboarding experience, managing account timelines, deadlines, and customer milestones from handoff through launch.
- Deliver high-quality customer training across phone, video, and in-person channels, tailored to each customer's operational needs.
- Qualify customer requirements and guide them through technical implementation and platform setup.
- Conduct structured post-launch check-ins to reinforce customer confidence, validate operational readiness, and drive early product adoption.
- Proactively identify and resolve onboarding risks, blockers, and customer issues before they escalate.
- Educate customers on how to effectively use SQUIRE day-to-day, supporting long-term adoption and business success.
- Maintain accurate records of account progress, timelines, and implementation notes across Salesforce and internal systems.
- Partner cross-functionally with Sales, Product, Support, and Customer Success to ensure a seamless customer experience.
- Surface patterns and feedback from onboarding to help continuously improve the process.
REQUIREMENTS AND QUALIFICATIONS
- 1–2 years of experience in a KPI and SLA-driven environment, ideally within a SaaS company.
- Proven ability to manage a full pipeline of customer accounts through an entire project lifecycle.
- Strong verbal and written communication skills with the ability to explain technical concepts clearly and confidently.
- Highly organized with the ability to manage multiple accounts simultaneously in a fast-paced environment.
- Proficiency with Salesforce, Microsoft Office, Google Suite, and Slack.
- Customer-first mindset with the ability to guide clients through operational change with empathy, composure, and strong problem-solving skills.
- Energetic, solution-oriented team player who thrives cross-functionally and adapts quickly in a rapidly evolving environment.
- Experience in onboarding, implementation, customer success, SMB software, barbering, or operational support is a plus.
WHAT WE OFFER
- Base Salary ($66,500 + Bonus (20%)
- New hire stock grant
- 100% employer paid medical, dental, and vision insurance for you and your dependents
- 401K plan with company contribution
- Generous PTO and Parental Leave policies
