Product Onboarding Specialist
Quick Summary
2+ years of customer-facing experience, ideally in SaaS onboarding, implementation, customer success, support, or product training.
As a Product Onboarding Specialist, you will guide new customers from their initial kickoff through successful platform adoption and go-live.
You will become an expert in a configurable SaaS product and help customers adapt it to their unique operational workflows.
Your ability to simplify complex features will be essential when supporting users with different levels of technical confidence.
You will create tailored onboarding experiences, anticipate potential blockers, and ensure customers feel confident using the platform.
The role combines customer education, implementation support, organization, and proactive problem-solving.
You will also serve as an important bridge between customers and internal product and engineering teams by sharing actionable insights and recurring needs.
- Guide new customers through the complete onboarding journey, from kickoff calls and initial setup through go-live.
- Develop deep product expertise across availability, rates, payments, site maps, reporting, guest communication, and other core platform capabilities.
- Deliver tailored product demonstrations that translate complex functionality into clear, practical examples.
- Build onboarding plans, setup checklists, follow-up communications, and other resources that keep customers aligned and progressing.
- Identify common points of confusion or potential blockers early and proactively guide customers toward effective solutions.
- Maintain accurate customer notes, setup information, next steps, and follow-up activities in CRM and project-tracking tools.
- Share specific customer feedback, recurring questions, workflow challenges, and product pain points with product and engineering teams.
- Remain calm, responsive, and organized when managing urgent customer needs, particularly during peak operating periods.
Requirements
~1 min read- 2+ years of customer-facing experience, ideally in SaaS onboarding, implementation, customer success, support, or product training.
- Demonstrated experience onboarding or training customers on software products.
- Ability to explain complex software concepts clearly and patiently to non-technical users.
- Strong product curiosity and willingness to develop deep expertise and become a trusted product resource.
- Excellent organization, follow-through, and attention to detail across customer calls, documentation, and action items.
- Comfortable working with CRM, helpdesk, project-management, or customer-tracking tools.
- Excellent written and spoken English communication skills.
- Strong patience and empathy when supporting customers who may feel overwhelmed by new technology.
- Ability to manage multiple customer workflows while maintaining consistent communication and follow-through.
- Experience in hospitality, reservations, booking, or payments software is a plus.
- Background in implementation involving complex or highly configurable setups is desirable.
- Experience translating customer feedback into clear, actionable information for product teams is an advantage.
What We Offer
~2 min readLocation & Eligibility
Listing Details
- Posted
- September 24, 2026
- First seen
- September 27, 2026
- Last seen
- September 29, 2026
Posting Health
- Days active
- 1
- Repost count
- 0
- Trust Level
- 68%
- Scored at
- September 29, 2026
Signal breakdown
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