Job description
Onboarding Consultant
Location: Austin, TX (Hybrid- 2-3 days/week in office)
Compensation: Competitive base + benefits
Reports to: Professional Services / Onboarding Leadership
The Onboarding Consultant is responsible for leading the successful onboarding, configuration, and activation of Togetherwork SaaS solutions for new customers. This role ensures a smooth transition from sales to active product usage by delivering structured onboarding engagements that enable adoption, early value realization, and long-term customer success.
What You’ll Do:
Customer Onboarding & Implementation
- Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope
- Configure SaaS applications based on documented customer requirements and established best practices
- Guide customers through setup, validation, and go-live readiness activities
- Identify onboarding risks, dependencies, and issues; escalate appropriately to maintain delivery momentum
Training & Enablement
- Deliver end-user and administrator training to support successful adoption
- Provide onboarding guidance, best practices, and product usage recommendations
- Ensure customers are prepared for transition to Customer Success or Support teams
Delivery Execution & Documentation
- Maintain accurate onboarding documentation, configuration records, and customer artifacts
- Track progress against milestones, timelines, and success criteria
- Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
AI-Enabled & Data-Driven Ways of Working
- Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency
- Use data, dashboards, and AI-supported insights to monitor onboarding health and identify risks early
- Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery
What You’ll Bring:
- 2-3 years of experience delivering SaaS onboarding or implementation engagements
- Bachelor’s degree preferred
- Strong customer-facing communication, facilitation, and training skills
- Ability to manage multiple onboarding engagements with accountability and attention to detail
- Technical aptitude for system configuration and solution setup
- Comfort working within structured delivery frameworks and onboarding plans
- Ability to document requirements, configurations, and processes clearly and accurately
- Customer-focused, proactive, and ownership-oriented
- Organized and execution-focused with strong follow-through
- Collaborative team player aligned to shared outcomes and onboarding standards
Why This Role:
Own end-to-end onboarding delivery with clear impact on adoption, satisfaction, and retention
Work closely with customers, product-aligned teams, and cross-functional partners to drive outcomes
Build hands-on expertise across Togetherwork’s SaaS solutions and real-world customer use cases
Apply AI-enabled tools and data-driven insights to improve delivery quality and efficiency
Excited about this role but don’t meet every single requirement? Studies have shown that women and other marginalized groups are less likely to apply to jobs unless they meet every single qualification. At Togetherwork we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
The Company offers a comprehensive employee benefits program, including:
- Medical, dental, and vision insurance options
- 100% Employer paid short/long term disability
- Basic Life
- 401(k) option with 100% company match up to 4%
- Non-Exempt employees have a generous accrual policy
- 10 sick days annually
- 10 company paid holidays
- 6 weeks paid parental leave
Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.
Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.
Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.
Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.
To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.
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