The Onboarding Specialist will manage client data migration, provide training, troubleshoot issues, and enhance client experiences during onboarding.
Opus1.io, a fast growing SaaS CRM. tailored for music and performing arts schools, is on a mission to revolutionize the way music education businesses interact with their clients.
Our Customer Experience team is passionate about delivering exceptional client experiences and driving product adoption. As we continue to expand, we’re seeking an Onboarding Specialist who will play a crucial role in ensuring our clients' success.
Key Responsibilities:
Client Data Migration and Setup
• Lead data migration from existing systems, including client, scheduling, and service information
• Configure business settings (open hours, room assignments) and create self-booking links for lessons and classes
• Set up services, payment plans, and workflows for smooth client operations
Support During Migration
• Act as the client’s main contact during migration, troubleshooting issues and ensuring smooth progress
• Conduct check-ins and adjust configurations to meet client needs
Training and Go-Live
• Provide training to help clients use Opus1 effectively and ensure they are ready to go live
• Test all configurations and prepare clients for independent system use
Efficiency and Collaboration
• Streamline the migration process for faster onboarding and reduced support tickets.
• Collaborate with internal teams for a smooth post-onboarding handoff
Our idea of a perfect candidate is someone who…
• Has experience leading data migrations from existing systems, including the transfer of client, scheduling, and service information.
• Demonstrates technical expertise in configuring essential business settings (such as open hours and room assignments) and creating self-booking links for lessons and classes.
• Possesses strong analytical skills to troubleshoot migration issues and ensure smooth progress, with excellent communication skills to keep clients informed throughout the process.
• Provides comprehensive training to help clients effectively use Opus1, ensuring they are prepared to go live by testing all configurations and enabling independent system use.
• Has a meticulous attention to detail, streamlining the migration process for faster onboarding and reducing support needs.
Works collaboratively to ensure a seamless post-onboarding handoff with internal teams, enhancing the overall client experience.
You're a solid fit for this position if...
• Your analytical skills allow you to quickly identify and troubleshoot issues during migrations, ensuring seamless transitions for clients
• You possess excellent communication skills, able to effectively collaborate with internal teams, stakeholders, and clients throughout the migration process
• Your attention to detail and organizational abilities enable you to streamline processes, reduce support tickets, and ensure a smooth post-onboarding handoff
• You enjoy working closely with others to enhance the overall client experience, valuing teamwork and cross-functional cooperation
Top Skills
CRM
SaaS
Similar Jobs
Insurance • Logistics • Software • Transportation • Business Intelligence
The Customer Onboarding Specialist guides new customers through product implementation and training, ensuring satisfaction and high adoption rates while collaborating with teams.
Top Skills:
Crm ToolsExcelJIRAMicrosoft Office365SalesforceWord
.png)
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Global Seller Onboarding Specialists manage the sales funnel, drive deal activations, enhance onboarding experiences, and support product training for Square's sellers.
Top Skills:
Hardware InstallationNetwork ConfigurationPos SystemsSoftware Implementation
Artificial Intelligence • Big Data • Consumer Web • Digital Media • Marketing Tech
The Account Onboarding Specialist will manage the onboarding of insurance clients, lead training, ensure compliance, analyze data for insights, and support account growth.
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
