Teams at OnBoard

Leads standardized onboarding for B2B SaaS customers, including platform configuration, project planning, administrator and end-user training, stakeholder coordination, risk management, and adoption enablement. The role manages multiple concurrent implementations, partners with Customer Success and Sales, guides change management, and ensures customers achieve value quickly through structured onboarding practices.

Develop demand and build sales pipeline by qualifying marketing leads, conducting phone, email, and social outreach, engaging technical decision-makers, handling objections, and meeting quotas for booked meetings and sales accepted leads. Collaborate with marketing and Account Executives, track performance metrics, maintain accurate CRM records, and continuously improve prospecting strategies.

Provides tier-one technical and product support for SaaS platforms through tickets, email, chat, phone, and virtual meetings. Troubleshoots configuration, access, software, and browser issues; prioritizes cases; meets service-level targets; documents escalations; and creates knowledge articles. Partners with Product, Engineering, QA, Customer Success, and customers to resolve issues and improve outcomes. Requires participation in rotating after-hours and weekend on-call coverage.