About Factor A / E
Factor A / E is a purpose-built project management platform for architecture and engineering firms. We unify project budgets, schedules, and invoicing into a single modern system helping firms replace spreadsheets and legacy tools with one streamlined platform. Hundreds of A / E firms across the U.S. rely on Factor to manage projects more efficiently, improve profitability, and gain better visibility into performance. As firms transition to Factor, our onboarding team ensures that adoption is seamless and successful.
Were growing that team and looking for someone who thrives on guiding customers through transformative software implementations. Our downtown Fort Wayne office encourages collaboration most of the week, complemented by flexible remote work and generous paid time off. Special consideration will be given to candidates that have experience in the architecture or engineering industries.
The Role
As an Onboarding Specialist, youll own the customer journey from kickoff to go-live managing implementation timelines, training users, and ensuring every new firm achieves measurable success.
Youll combine project management expertise, technical training skills, and industry understanding to deliver high-impact onboarding experiences that set customers up for long-term success.
Youll report to the Director of Customer Success and collaborate closely with our product, support, and development teams to continuously refine and improve our onboarding process.
Primary Responsibilities :
- Lead and manage full onboarding cycles for new architecture and engineering customers, from kickoff through adoption
- Conduct discovery sessions to understand firm workflows, pain points, and success metrics
- Provide consultative guidance and best-practice recommendations tailored to each customer's goals
- Collaborate cross-functionally to refine onboarding workflows, documentation, and tracking systems
- Develop and maintain scalable resources - including training materials, documentation, and self-service guides - that improve customer ramp-up efficiency
- Track onboarding progress and outcomes to identify process improvements and drive continuous enhancement
Required Experience
SaaS Training & Customer Onboarding (3+ years preferred)
Proven track record implementing software solutions in a customer-facing roleExperience with customer onboarding, training, or implementation consultingAbility to translate technical features into business value for diverse audiencesAccounting & Project Management Fundamentals
Working knowledge of accounting principles relevant to professional services (project accounting, billing, revenue recognition)Demonstrated project management experience, including planning, resource allocation, and timeline managementUnderstanding of how professional services firms track time, manage budgets, and invoice clientsArchitecture / Engineering Industry Knowledge
Prior experience working with or within architecture or engineering firms strongly preferredFamiliarity with AE industry workflows, project lifecycles, and business operationsUnderstanding of the unique challenges professional services firms face in managing projectsProcess & Workflow Management
Experience using task management and CRM platforms (e.g., Asana, Monday.com, HubSpot, Salesforce)Strong organizational skills with the ability to manage multiple customer implementations simultaneouslyDemonstrated ability to triage priorities and adapt to evolving customer needsWhat Success Looks Like
Customer-Centric : You balance empathy with practicality, ensuring customers feel supported while maintaining realistic timelines and expectationsAdaptable Communicator : You're equally comfortable presenting to C-suite executives and training end users on technical workflowsProcess-Oriented : You naturally document processes, identify bottlenecks, and propose improvementsSelf-Directed Learner : You'll become a Factor expert, deeply understanding how our software transforms AE firm operationsCollaborative : You work effectively with product specialists, customer success teams, and customers to achieve shared goalsTechnical Competencies
Proficient with modern communication platforms (Zoom, Slack, Microsoft Teams)Experience with project management and tracking toolsComfortable creating training materials using standard office software and creative tools (Google Workspace, Microsoft Office, screen recording tools)Ability to quickly learn and master complex SaaS applicationsWhy Factor A / E?
This is an ideal opportunity for someone who wants to combine their industry knowledge, project management skills, and passion for customer success in a fast-paced, high-impact role. You'll play a vital part in helping architecture and engineering firms modernize their operations while continuously improving our onboarding methodology.
What We Offer :
Collaborative downtown Fort Wayne office environmentFlexible work-from-home policyGenerous paid time offOpportunity to shape the onboarding experience for a growing SaaS companyDirect impact on customer success and product developmentFactor A / E is committed to building a diverse and inclusive team. We encourage applications from candidates of all backgrounds and experiences.