Partner Onboarding Specialist

Work closely with Sales to improve discovery quality prior to implementation.

Refine activities to thoroughly document customer processes, technical landscape, requirements, and KPIs upfront. 

Validate implementation-relevant details, assumptions, and expectations by reviewing Sales and discovery calls for accuracy before issuing quotes.

Validate Certified Implementation Partners’ Statements of Work (SOWs) to ensure scope aligns with customer needs uncovered during discovery.

Improve CIP quote accuracy by ensuring partners are working from complete and accurate discovery inputs.

Address gaps earlier in the process to reduce the need for post-quote discovery calls, rework, and clarifications.

6+ years of experience in customer success, implementation coordination, onboarding, or account management roles (SaaS or technology preferred).

Experience working cross-functionally with Sales, Implementation, and external partners—particularly in post-sale or pre-implementation contexts.

Strong understanding of implementation scoping, partner models, and statement-of-work validation.

Proven ability to identify risk early and improve outcomes through process, clarity, and alignment.

Highly organized with strong data tracking, reporting, and analytical skills.

Comfortable operating in ambiguity and influencing outcomes without direct ownership.