Onboarding Specialist I

Come Do the Best Work of Your Life at Boulevard

The Onboarding Specialist I is responsible for coordinating and executing customer onboarding projects from contract signature through successful activation. This role serves as the primary day-to-day project coordinator for customers during onboarding, helping ensure projects remain organized, on track, and aligned to onboarding milestones.This role will work across a range of customers to deliver a tailored onboarding experience based on their industry, size, and needs. 

This role is ideal for individuals who are highly organized, customer-focused, and motivated to develop strong project management and implementation skills within a SaaS environment.

The Onboarding Specialist I works within established onboarding processes and operational frameworks to support successful customer outcomes, maintain project momentum, and deliver a consistent onboarding experience. This role partners closely with Sales, Product, Engineering, Customer Success, Education, and Support teams to help customers successfully launch on Boulevard.

What you'll do here

• Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
• Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
• Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
• Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
• Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
• Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
• Identify project risks, delays, or blockers early and escalate concerns appropriately.
• Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies.
• Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities.
• Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency.
• Participate in onboarding enablement, coaching, and continuous learning opportunities.

What you'll need to thrive

• 1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management roles.
• Strong organizational and time management skills with attention to detail.
• Ability to manage multiple projects and competing priorities simultaneously.
• Strong written and verbal communication skills.
• Ability to build customer relationships while maintaining professionalism and accountability.
• Comfortable working within structured processes, timelines, and operational expectations.
• Strong follow-through and ownership mindset.
• Ability to identify problems, ask questions, and escalate issues appropriately.
• Technical aptitude and ability to learn SaaS onboarding workflows, system configurations, and operational processes.
• Willingness to learn and develop project management, customer management, and onboarding expertise.

Bonus points for

• Experience in SaaS onboarding or software implementations
• Experience using Salesforce, GuideCX, or similar CRM/project management platforms
• Experience within wellness, healthcare, med spa, salon, or service-based industries
• Experience managing customer-facing projects or timelines

How we’ll take care of you:

Your starting cash compensation for this role is $31.25 per hour + 10% bonus of your annual base compensation. This cash compensation is subject to change, and there is always room for growth and advancement.