Onboarding Specialist

About the role

Alivo is looking for a highly driven, customer-obsessed Onboarding Specialist to guide new customers through their first 90 days of implementing Alivo, ensuring a fast, seamless onboarding experience, strong product adoption and long-term success. The role is critical to growth: you own the relationship from kickoff through go-live and into the first 90 days, and your success is measured by how quickly customers get live, how well they adopt the platform and how well they retain.

Key responsibilities

• Own the first 90 days of the customer journey: handle account setup tailored to each customer's needs and act as the primary point of contact until 90 days post go-live.
• Lead kickoff calls, configure accounts so they are ready to go live, and proactively remove blockers.
• Train and enable customers with live sessions and walkthroughs, create and share resources such as videos, guides and help desk articles, and adapt training to users' technical proficiency.
• Drive activation and adoption by monitoring early engagement, intervening when adoption is low, and guiding customers to early wins.
• Work with the support team on issues, give the product team feedback on pain points and feature gaps, and ensure a smooth handover to the Account Manager after 90 days.

Required profile

• 2+ years in Customer Success, Onboarding or Implementation roles with SaaS experience.
• Ability to manage multiple customers and onboarding timelines at once, and to simplify complex concepts for non-technical users.
• Experience presenting to customer owners or operators and delivering day-to-day user training.
• Business-fluent English, spoken and written; eligible to work in the United States and based in the U.S.
• Bonus: Bachelor's degree, experience with SMB or mid-market customers, familiarity with trades or home services, background in phone systems and integrations, training content creation, and business-fluent Spanish.

Required skills

• CRM tools, including HubSpot
• Customer data setup
• Experience with AI-powered products or automation tools

What we offer

• Company-sponsored health, vision and dental insurance
• Long-term financial benefits and employee equity
• 401(k)
• Unlimited paid time off and paid sick time