Onboarding Specialist

Role Overview

As an Onboarding Specialist at LIFELENZ, you will play a critical role in guiding new clients through the implementation process, ensuring a smooth transition from sales to delivery and a successful go-live. The role demands a professional who can balance technical execution with client-facing empathy. It requires someone who thrives in working directly with clients, guiding them through complex deployments, and ensuring they feel supported every step of the way. It also demands strong attention to detail, clear communication, and the ability to manage multiple onboarding projects simultaneously. It calls for adaptability in a fast-paced environment, the discipline to follow structured processes, and the creativity to solve problems as they arise. Above all, the role requires a client-first mindset—delivering onboarding experiences that not only meet timelines and expectations but also establish trust and lay the foundation for long-term client success.

Key responsibilities

• Support the end-to-end onboarding process, from kick-off through go-live and post-launch stabilization.
• Act as a day-to-day point of contact for new clients during onboarding, ensuring clear communication, timely updates, and issue resolution.
• Collaborate with internal teams (Solutions, Product, Engineering, Customer Success) to ensure configuration, integrations, and deliverables are aligned to client needs.
• Facilitate project tracking, documentation, and reporting to keep onboarding projects on schedule.
• Assist in developing training materials, client guides, and knowledge base content to empower client teams.
• Conduct training sessions, demos, and workshops to ensure client users are confident and prepared for go-live.
• Monitor onboarding metrics such as time-to-go-live, adoption milestones, and satisfaction surveys to ensure continuous improvement.
• Capture and escalate client feedback to the Client Onboarding Manager to refine processes and inform product development.
• Provide support for UAT, testing, and go-live readiness, helping clients troubleshoot and validate system performance.
• Ensure smooth handoffs to Customer Success and Account Management teams once onboarding is complete.

Knowledge, Experience, Competencies

Competencies

Compensation : $75,000-$90,000 per year

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