Onboarding Specialist - Level II

Onboarding Specialist - Level II

The Onboarding Specialist - Level II is a strategic liaison between high-priority customers and internal teams, ensuring a seamless onboarding experience for sophisticated accounts with diverse needs and larger user bases. This role leverages technical expertise, advanced project management, and strategic customer engagement to drive the efficient adoption of multiple AlignOps products while aligning with client goals.

The Onboarding Specialist - Level II fosters long-term relationships through impactful product consultation, proactive support, and scalable solutions. By collaborating with cross-functional teams, this role continuously refines onboarding processes, contributes to product enhancements, and supports multi-product and enterprise-level client success strategies.

Responsibilities

• Manage onboarding for large, diverse, and / or accounts with more customized use case(s), ensuring tailored solutions and alignment with client-specific objectives.
• Oversee the configuration and deployment of one or more AlignOps products, ensuring seamless integrations tailored to client goals and workflows.
• Provide consultative product guidance to administrators, supervisors, and end-users across multiple product suites, ensuring alignment with business objectives and effective adoption strategies.
• Act as the primary escalation point for complex technical or process-related challenges during onboarding, collaborating with internal teams to resolve issues promptly.
• Build and maintain strategic relationships with stakeholders at all levels of client organizations, aligning onboarding success with broader business goals.
• Drive multi-product adoption by proactively introducing and integrating additional AlignOps solutions into client operations.
• Audit and optimize onboarding workflows for accounts with higher user counts, ensuring scalability and consistency in delivering value.
• Lead the development of multi-product training materials, technical guides, and adoption strategies to support sophisticated customer use cases.
• Partner with customer success, product, and support teams to develop innovative onboarding approaches for clients managing larger, more complex deployments.
• Monitor customer feedback from high-volume accounts to identify trends and opportunities, recommending and implementing process improvements to enhance the onboarding experience.
• Lead strategic initiatives and special projects to improve the onboarding journey for complex accounts, including creating scalable processes for multi-product rollouts.
• Other duties as assigned

Qualifications

This is a full-time remote position located in the United States. Employees hired within a designated radius of the office are expected to work on-site according to a schedule set by management based on the requirements of their role.

Benefits & Compensation