Responsible for onboarding and training clients, ensuring product adoption, troubleshooting issues, and improving customer experience through collaboration and feedback.
About the Role
Onboarding Specialists at Validity are enthusiastic problem solvers! The Onboarding Specialist loves to troubleshoot client problems, as well as view and analyze situations from a very logical, systematic perspective. In this role, the Onboarding Specialist will be responsible for onboarding and training new clients with the end goal of ensuring product adoption and usage. We believe that businesses are human, and our team is committed to identifying, instrumenting, and helping you implement thoughtful and profitable ways to drive revenue from your business.
We are currently hiring candidates who can work out of our Boston, MA (Financial District) headquarters or our Broomfield, CO office. This role is not eligible for hybrid work or relocation.
Team Dynamic
We are a team of hard-working individuals who love helping customers. Our vision statement is to “Think Smarter. Perform Better. Be an Expert.” We help each other succeed while helping our customers achieve their desired outcomes.
We are a global team with Onboarding Specialists. Our team collaborates on an international level while still servicing accounts on our own continents. This allows us to help each other when need be, learn more about customers on other continents, and build relationships all over the world.
Position Duties and Responsibilities
Salary range $50,000 - $60,000 plus benefits, bonus opportunities and stock options. Final salary may vary depending on skills, location, and/or experience.
#LI-Hybrid
Onboarding Specialists at Validity are enthusiastic problem solvers! The Onboarding Specialist loves to troubleshoot client problems, as well as view and analyze situations from a very logical, systematic perspective. In this role, the Onboarding Specialist will be responsible for onboarding and training new clients with the end goal of ensuring product adoption and usage. We believe that businesses are human, and our team is committed to identifying, instrumenting, and helping you implement thoughtful and profitable ways to drive revenue from your business.
We are currently hiring candidates who can work out of our Boston, MA (Financial District) headquarters or our Broomfield, CO office. This role is not eligible for hybrid work or relocation.
Team Dynamic
We are a team of hard-working individuals who love helping customers. Our vision statement is to “Think Smarter. Perform Better. Be an Expert.” We help each other succeed while helping our customers achieve their desired outcomes.
We are a global team with Onboarding Specialists. Our team collaborates on an international level while still servicing accounts on our own continents. This allows us to help each other when need be, learn more about customers on other continents, and build relationships all over the world.
Position Duties and Responsibilities
- We will look to you to help Validity clients understand and implement our solutions during their Onboarding Journey. The Onboarding Specialist, as the first point of contact after client commitment, will ensure that the customer receives a warm welcome and has a good experience in starting to use their Validity solutions.
- Walk Validity clients through their Onboarding journey and provide them with product implementation assistance and in-depth product training, either face-to-face or by hosting training webinars or online group training sessions.
- Monitor, communicate, follow-up, test, and troubleshoot with the client to ensure that all requirements to start using the solutions have been met, the required elements of the onboarding checklist are completed and the path to success and next steps have been defined.
- Ensures processes are followed and workflows are relevant and implemented correctly. Discover, analyze, and give feedback on gaps in the customer experience and work cross-functionally with other teams to address such gaps, contributing to the improvements of the product implementation methodology.
- Contribute to the creation of digital education assets (for example, but not limited to, training videos, webinars, insights articles, etc.) to support customer training and implementation.
- Build relationships, collaborate, and work cross-functionally with key business stakeholders (Sales, Knowledge & Training, Support, Marketing) that aligns with considerations to promote continuous improvement and effectiveness of the customer success program.
- Contribute to the provisioning of customer accounts and ensuring our customers continue to have access to their contracted platforms.
- 2-3 years of Customer Success, Customer Service, Customer Support, Technical Support experience, and a demonstrated ability to learn quickly, both about businesses and technologies.
- Proven ability to work in a fast-paced, iterative department with rapidly changing conditions.
- Excellent time management skills.
- A tremendous amount of autonomy is held to a high standard for the quality of their work. With this autonomy, the Onboarding Specialist is expected to take a holistic view of the Validity offerings and processes and consider how the entire customer journey would be influenced by their work.
- Ability to troubleshoot client problems and complex product issues, a passion for diving into the numbers and analyzing performance with data analysis skills. For all your comfort crunching numbers, you never lose sight of the people on the other end of your activities.
- Public speaking or advanced presentation skills. Comfortable with presenting in front of larger audiences and, ideally, experience in conducting technical product training sessions. Write and speak to internal and external clients in a clear, concise manner appropriate for the audience.
- Knowledge of email deliverability and/or email delivery (i.e. ESPs)
- Previous knowledge of the Salesforce CRM application including data structure and API integration can be of advantage.
- Previous SAAS experience
- Portuguese language skills
Salary range $50,000 - $60,000 plus benefits, bonus opportunities and stock options. Final salary may vary depending on skills, location, and/or experience.
#LI-Hybrid
Top Skills
Salesforce CRM
Similar Jobs
Insurance • Logistics • Software • Transportation • Business Intelligence
The Customer Onboarding Specialist will guide new customers through product setup, ensure effective usage, monitor progress, and collaborate with teams for seamless onboarding.
Top Skills:
Crm ToolsJIRAMicrosoft Office365Salesforce
Consumer Web • Productivity • Software • Database • Business Intelligence • Conversational AI • Generative AI
The Growth/Sales Lead will build a sales playbook, drive direct sales, and shape GTM strategy for Quadratic's AI product.
Top Skills:
SaaS
Fintech • Payments • Software
The Account Executive manages the full sales cycle, builds client relationships, drives pipeline generation, and collaborates with internal teams to meet revenue goals, primarily in the education sector.
Top Skills:
Crm ApplicationsSalesforce
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
