Onboarding Specialist

United StatesFull-timemid

Customer SuccessCustomer Onboarding Specialist

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Quick Summary

Overview

Who we are: Field Nation brings companies and service professionals together through an integrated, easy-to-use platform.

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Customer SuccessCustomer Onboarding Specialist

Who we are:

Field Nation brings companies and service professionals together through an integrated, easy-to-use platform. We support businesses looking to grow their service offerings while also empowering technicians to leverage their skills on their own terms. Our mission is to help the service delivery industry do great work, and we live that mission by doing great work for the companies and service professionals that depend on us.

Why is this role important to Field Nation?

We are looking for an Onboarding Specialist to lead our customers through their most critical milestones within their Field Nation journey, transitioning them from contract signed to successful power user. This role is responsible for driving the behavioral and tactical changes necessary for customers to thrive on the Field Nation marketplace. The Onboarding Specialist must be able to clearly capture and articulate the customers strategy and needs, cultivate engagement in a client-driven organization, and accelerate user adoption through advising customers on best practices in order to create a prescriptive path to drive successful outcomes and enable a customer to transform their business. This position will also offer the chance to work in a fast-paced, high growth environment where innovative ideas are encouraged and collaboration is a must.

Partner with clients to translate business strategy into prescriptive onboarding roadmaps with clear milestones, ownership, and measurable outcomes.

Lead end-to-end onboarding engagements, guiding transformation across people, process, and systems to drive adoption.

Proactively identify and remove adoption blockers, mitigate risk, and pivot plans to ensure successful outcomes.

Serve as the primary point of contact and escalation for assigned accounts, exercising sound independent judgment.

Design and deliver high-impact training grounded in marketplace best practices and ROI-driven behaviors.

Educate customers on the 1099 marketplace model, talent and resource management strategies, and platform functionality.

Coach customers on proven workflows and habits used by top performers to drive immediate wins and sustained value.

Lead cross-functional collaboration across Customer Success, Sales, Product, Marketing, and Finance to execute professional services engagements.

Own the client’s path to value with agile execution, providing timely reporting aligned to strategic goals and success metrics.

Continuously refine enablement materials, analyze performance trends, and share insights to drive consistent, scalable outcomes.

2+ years of experience in technical/operational training and change management–focused roles.

Strong consultative communicator with the ability to clearly present to both operational and management audiences.

Highly organized and detail-oriented, able to manage multiple projects simultaneously in fast-paced, dynamic environments.

Analytical problem solver with strong troubleshooting skills, sound judgment, and comfort navigating conflict.

Self-driven, results-oriented team player who takes ownership and maintains composure under pressure.

Unlimited paid time off

Annual vacation bonus - yes, we’ll pay you a bonus to take paid time off!

Individualized growth + development plans

Strong values around work/life balance

Community involvement opportunities

Competitive benefits: medical, dental, vision, paid parental leave + 401K

Exposure to cutting-edge technologies to solve meaningful problems

Come as you are:

At Field Nation, we believe work is about more than checking the right boxes. If you don’t meet 100% of the requirements for this role, but still feel you’d be a good fit, we want to hear from you! We review all applications and may even have another open position where you are the perfect fit.

Employment is contingent on passing a pre-employment background check. Your written consent will be obtained prior to a background check being performed.