Onboarding Specialist

About Genius AI
Genius AI is building technology to help local businesses run themselves. Genius AI products do the admin work that keeps practitioners from the work they love and the people they serve. From GlossGenius to Reception, its products work 24/7 on busywork like booking, marketing, client management, finances, staff and inventory management, and more.
Genius AI technology has saved businesses 106M in admin hours, earned them $2.0B in additional revenue, and facilitated more than 624M client touch points.
About GlossGenius
GlossGenius is building an ecosystem enabling entrepreneurs to succeed. We empower small business owners to focus on being creators, not admins, by offering a range of business management tools including booking and scheduling, marketing, analytics, payment processing and much more. Over 100,000 small business owners have chosen to rely on GlossGenius every day to run their entire set of business operations. Joining its powerful, intuitive platform with its vibrant, distinguished brand, GlossGenius is the ideal combination of a fintech, SMB software, and consumer company all in one.
About the Role
As an Onboarding Specialist, you will play a critical role in helping high-revenue prospective customers successfully transition onto our platform. Sitting adjacent to the Sales team, you will partner closely with Account Executives to guide new customers through a smooth, efficient, and value-driven onboarding experience that sets them up for long-term success. You will own the end-to-end onboarding journey for a portfolio of high-value accounts, acting as a trusted advisor throughout the implementation process.
You will report to the Director of Revenue Operations and work closely with Sales, RevOps, Product, and Support teams. You can be based remotely anywhere in the United States.
What You’ll Do
- Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding.
- Own and manage the end-to-end onboarding process, guiding customers through key milestones including:
- Data transfer and migration
- Payments and financial setup
- Website and online booking configuration
- Team member onboarding and permissions
- Enablement of advanced product features

- Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks.
- Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity.
- Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently.
- Ensure customers are fully activated and confident using the platform by the end of the onboarding period.
- Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes.
- Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes.

What We’re Looking For
- 1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred).
- Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction.
- Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment.
- Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration.
- Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences.
- Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion.
- Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools).

Benefits & Perks
- Flexible PTO.
- Competiti