Onboarding Specialist

The Company

TaskHuman is organizing the world’s human expertise, making coaching in 1000+ skills instantly accessible to you in a multitude of forms. Whether you connect live with a specialist on a 1:1 video call, message directly in-app, join a group session, or learn via coach-generated content, our value of human connection is the foundation of every interaction at TaskHuman. 

The Opportunity

As an Onboarding Specialist, you will play a crucial role in ensuring a seamless onboarding experience for new and existing clients. You will work closely with the Customer Success Team to drive product adoption, improve customer satisfaction, and accelerate time-to-value. Your role involves collaborating cross-functionally with sales, product, and support teams to create a structured onboarding experience, providing clients with the necessary tools, training, and support for a successful launch. This role requires a self-starter who can work independently, manage multiple clients, and effectively communicate in both English and Spanish. You will conduct demos and strategic onboarding activities to ensure our clients see value from day one.

Our employees enjoy:

• Competitive salary and benefits package
• Opportunity to work in a fast-paced startup environment
• Fully remote, flexible working arrangements
• Complimentary access to the TaskHuman platform for all employees
• A chance to shape the future of online coaching and make an impact on millions of users.
• Professional development opportunities and an inclusive, collaborative team culture

Responsibilities:

• Lead new client onboarding by guiding them through the product setup and launch process.
• Communicate fluently in English and Spanish to support a diverse client base.
• Work with clients to identify key account holders and stakeholders for successful implementation.
• Define key touchpoints and milestones to ensure a smooth transition from sales to success.
• Develop toolkits, SLAs, and best practices for onboarding and launch.
• Work with internal teams (Sales, Product, Support, and Marketing) to optimize the onboarding experience.
• Collaborate with the Customer Success team to ensure seamless handovers post-onboarding.
• Gather feedback from clients and provide insights to product teams for improvements.
• Track onboarding progress, ensuring timely execution and client activation.
• Monitor key metrics such as registration growth, adoption rates, and engagement levels.
• Provide detailed reports and recommendations for optimizing the onboarding process.

Requirements:

• Bachelor's degree in marketing, communications, or a related field
• 2+ years of experience in client onboarding, implementation, or customer success roles in a SaaS or product-based company.
• Strong understanding of customer journey mapping and onboarding best practices.
• Experience working cross-functionally with Sales, Product, and Support teams.
• Excellent communication and project management skills.
• Ability to analyze data and generate reports on customer adoption and retention metrics.
• Familiarity with CRM tools, onboarding platforms, and customer success software is a plus.
• Strong business acumen and ability to align onboarding with client goals.
• Excellent self-management skills - must be proactive and able to work independently.
• Strong verbal and written communication skills in English and Spanish (bilingual preferred).

US Base Salary Range: $65,000- $75,000 Annually + Benefits.  The referenced salary range is based on the Company's good faith belief at the time of posting.  Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

TaskHuman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.