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The Onboarding Specialist will own the complete onboarding journey for new customers, ensuring they achieve key activation milestones within their first 30 days. They will design scalable processes and conduct personalized onboarding sessions to drive software adoption.
Candidates should have experience in customer onboarding or account management, with a proven track record of managing high-volume customer relationships. Strong communication skills and the ability to explain technical concepts to non-technical users are essential.
Key Responsibilities Customer Onboarding & Activation Own the complete onboarding journey for new customers Design and execute scalable onboarding processes that drive rapid software adoption Conduct personalized onboarding sessions, training calls, and product demonstrations Create customized success plans for each customer based on their business needs Monitor customer progress and proactively address barriers to adoption Ensure customers achieve key activation milestones within their first 30 days Relationship Building & Communication Serve as the primary point of contact for new customers during their critical first month Build strong, trust-based relationships with pool service professionals Provide exceptional customer service and technical support throughout the onboarding process Communicate regularly with customers via phone, email, video calls, and in-app messaging Gather customer feedback and relay insights to product and engineering teams Process Optimization & Scaling Continuously improve onboarding processes to maximize efficiency and customer outcomes Develop and maintain onboarding resources, templates, and documentation Create scalable training materials and self-service resources Track and analyze onboarding metrics to identify areas for improvement Collaborate with cross-functional teams to enhance the customer experience Customer Success & Retention Drive customer activation and ensure customers realize value quickly Identify at-risk customers and implement retention strategies Facilitate smooth handoffs to the ongoing customer success team Maintain detailed customer records and progress tracking in CRM systems Qualifications Required Experience Experience in customer onboarding, customer success, or account management Proven track record of managing high-volume customer relationships (20+ accounts) Experience with SaaS platforms and software adoption strategies Strong background in customer-facing roles with emphasis on education and training Demonstrated independence in managing customer projects and relationships Essential Skills Exceptional communication skills (verbal, written, and presentation) Ability to explain technical concepts to non-technical users Strong organizational skills with ability to manage multiple customer journeys simultaneously Problem-solving mindset with proactive approach to customer challenges Proficiency with CRM systems, customer success platforms, and productivity tools Preferred Qualifications Experience in B2B SaaS onboarding or implementation roles Background in service industry or small business software Knowledge of pool service industry (a plus, but not required) Experience with customer success metrics and analytics tools Project management or process improvement experience Benefits Competitive base pay + bonus potential Generous medical, dental, and vision plans (we pay 100% of your premium and 50% of your dependents’) Fantastic culture with a very strong eNPS- we work hard, celebrate wins, and learn as we go to always be improving to benefit our customers. Immediate access to 401(k) with company match Flexible PTO (MINIMUM of 10 days required every year) 12 weeks paid parental leave for birthing parent, 6 weeks paid leave for supporting partner Remote work friendly Comprehensive learning and development budget A manager dedicated to your development At Skimmer we are deeply committed to building a diverse and inclusive workplace (it’s in our values). We’re proud to be an equal opportunity employer, seeking to identify and onboard people from all walks of life. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neurodiversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds. We also acknowledge that there is no “perfect” candidate - if you fulfill the majority of these requirements, believe this is a role you would be excited about on a daily basis, and resonate with our culture, we encourage you to apply.
This job posting was last updated on 9/24/2025