Snr. Onboarding Consultant (Remote)

Role overview Guide new customers through onboarding and implementation of a portfolio of security and risk management software products. The senior consultant coordinates customer goals, technical setup, initial training, and deployment of a first valuable use case, then helps prepare accounts for ongoing adoption. The position is remote and open to candidates in the United States.

Responsibilities - Lead implementation plans and onboarding milestones, tailoring the approach to each customer’s goals. - Provide hands-on guidance with product configuration, setup, and initial training. - Serve as the main customer contact during onboarding, answering questions and resolving issues. - Recommend ways to fit products into customers’ technical environments and security practices. - Coordinate handoffs with sales and customer success, and work with support, product, and engineering teams on customer questions and feedback. - Document configurations, milestones, and deployed solutions; manage a substantial account load with limited supervision. - Share product expertise and onboarding practices with less experienced team members.

Requirements - Three to five years of experience in customer implementation, onboarding, support, technical consulting, business analysis, or a related field. - Familiarity with IT security concepts and AI or SaaS technology. - Experience with Salesforce or another CRM, plus a services PSA or time-tracking system. - Working knowledge of office and productivity tools, including spreadsheets, documents, email, and web browsers. - Strong written and verbal communication, customer service, organization, and time-management skills. - Ability to build rapport over phone, email, and video; learn technical concepts and new products; and work collaboratively with minimal supervision. - Bachelor’s degree or equivalent education preferred.

Nice to have Experience in cybersecurity, IT, AI applications, or SaaS is beneficial.

Benefits and work setup The role is remote within the United States. Benefits include company-wide bonuses tied to monthly sales targets, employee referral bonuses, adoption assistance, tuition reimbursement, and certification reimbursement and completion bonuses.