Onboarding Specialist

Job Description

• Primary contact during first 30 days of new customer experience
• Podium product expert
• Manage potential escalations within first 30 days
• Coordinate all account connections (product and integration related)
• Ensure product adoption through various outreach methods and health scoring of accounts
• Implement and configure AI agents
• Ensure effective hand-off to CSM’s after onboarding period is over
• Conduct full-team trainings for all locations in every account covering best practices
• Coordinating and responding to client issues
• Building new processes and working with different departments to create a smooth implementation experience

• 1-2 years of experience in a customer onboarding/implementation role (in SaaS is a plus)
• A bachelor's degree in business or similar field.
• Exceptional written and communication skills
• Experience communicating directly with clients
• Proven track record of managing multiple concurrent projects with varying complexity levels
• Excellent problem solving skills
• Self-starter with prior experience navigating complex customer environments
• Ability to sort through large volumes of data and drive insights and results
• Interest in further understanding and working with AI agents

• Compensation: $55,000 + 10% variable ($60,500 OTE)
• Transparent culture
• Work in this building in Lehi, UT 5 days a week
• Great opportunities for career growth
• Life insurance, long and short-term disability coverage
• Paid maternity and paternity leave
• Fertility Benefits
• Excellent medical, dental, and vision benefits
• 401k Plan
• Bi-annual swag drops with cool Podium gear and apparel
• A stellar HQ (Utah) gym with local professional coaches and classes offered
• Onsite HQ (Utah) child care center, subsidized for employees