Technical Onboarding Specialist

At Enformion, our clients’ success is the foundation of our own. Anchored by our core values — Partnering for Success and Quality You Can Trust — we deliver reliable, scalable data and technology solutions tailored to meet each client’s operational needs.

We’re seeking a Technical Onboarding Specialist to join our Customer Success team, supporting our Enterprise and Strategic Accounts.  This is an exciting opportunity to play a critical role in shaping and launching a new onboarding program within our organization. In this role, you’ll own the onboarding experience for our most high-impact clients, ensuring seamless implementation of our solutions while identifying opportunities to enhance onboarding processes, tools, and best practices.

This is a hands-on, client-facing position suited for someone who thrives in fast-paced, collaborative environments, enjoys working directly with clients, and is skilled at managing technical integrations, operational workflows, and cross-functional projects.

$75K - $85K

Key Responsibilities

Client Onboarding & Deployment

• Serve as the primary point of contact for Enterprise and Strategic clients throughout the onboarding and deployment phases, ensuring an organized, responsive, and professional experience.
• Gather and document client requirements, manage configuration of API access profiles, oversee SFTP/batch setups, and coordinate technical and operational readiness tasks.
• Own the onboarding project plan — managing timelines, milestones, deliverables, and internal cross-functional alignment.
• Ensure a seamless transition from Sales to Implementation to post go-live Support by maintaining clear documentation, thorough handoffs, and proactive issue resolution.

Technical & Process Ownership

• Coordinate technical implementation steps, including API credential setup, batch processing configurations, and system validation, ensuring enterprise client integrations are executed accurately and efficiently.
• Troubleshoot onboarding issues, providing first-line support and collaborating with internal technical and product teams for escalations.
• Document client-specific onboarding processes, configurations, and customizations to support long-term client success and operational continuity.

Strategic Contribution & Continuous Improvement

• Actively contribute to building and refining a new enterprise onboarding program by shaping standard operating procedures, onboarding templates, playbooks, and best practices.
• Partner with internal teams to identify and implement process improvements, standard operating procedures, and onboarding templates to drive operational efficiency and client satisfaction.
• Actively contribute client feedback and onboarding insights to product, data, and technical teams to help inform product enhancements and platform optimization.
• Participate in cross-functional initiatives aimed at scaling and refining the onboarding experience as the business grows.

Requirements

• 2–5 years of experience in client onboarding, implementation, technical project coordination, or a similar operational role within a SaaS, data, or enterprise software environment.
• Strong organizational, project management, and time management skills, with the ability to manage multiple concurrent client projects.
• Experience with API integrations, SFTP configurations, or batch data processing is strongly preferred.
• Excellent communication skills — both written and verbal — with an ability to distill technical details for a variety of audiences.
• Demonstrated problem-solving skills, operational attention to detail, and a proactive, collaborative approach.
• Comfortable working in a client-facing, fast-paced environment with evolving priorities.

Benefits

• Flexible PTO
• 6% 401K match
• 100% of the cost paid for the employee for medical, dental and vision
• 75% of of the cost paid for dependents for medical, dental and vision