[Remote] Onboarding Specialist I

Note: The job is a remote job and is open to candidates in USA. Boulevard is a client experience platform for appointment-based self-care businesses, and they are seeking an Onboarding Specialist I to coordinate and execute customer onboarding projects. This role involves managing onboarding processes, maintaining communication with customers, and collaborating with various teams to ensure successful activation of the platform for clients.

Responsibilities

• Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards
• Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards
• Coordinate onboarding project plans, timelines, milestones, and customer deliverables
• Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion
• Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems
• Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation
• Identify project risks, delays, or blockers early and escalate concerns appropriately
• Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies
• Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities
• Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency
• Participate in onboarding enablement, coaching, and continuous learning opportunities

Skills

• 1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management roles
• Strong organizational and time management skills with attention to detail
• Ability to manage multiple projects and competing priorities simultaneously
• Strong written and verbal communication skills
• Ability to build customer relationships while maintaining professionalism and accountability
• Comfortable working within structured processes, timelines, and operational expectations
• Strong follow-through and ownership mindset
• Ability to identify problems, ask questions, and escalate issues appropriately
• Technical aptitude and ability to learn SaaS onboarding workflows, system configurations, and operational processes
• Willingness to learn and develop project management, customer management, and onboarding expertise
• Experience in SaaS onboarding or software implementations
• Experience using Salesforce, GuideCX, or similar CRM/project management platforms
• Experience within wellness, healthcare, med spa, salon, or service-based industries
• Experience managing customer-facing projects or timelines

Benefits

• 10% bonus of your annual base compensation
• 401(k) match
• Dental, medical, vision, and life insurance
• Flexible vacation day policy
• Fully remote so you can choose where you want to work
• Work from home stipend every month
• Family planning resources and specialized support programs
• Equity: get ahead on the ground floor and grow with Boulevard
• Boulevard Bucks Learning and Development program allows employees to explore businesses in the market we serve

Company Overview

Company H1B Sponsorship