Customer Onboarding Specialist (CO, US)

Position Overview

Accelo is a SaaS platform that streamlines and automates service operations in small to medium-sized businesses, often doubling profitability and reducing the chaos experienced in professional service environments. Forecast PSA, an Accelo owned company, unifies project management, resource planning, and financials in one platform powered by AI, ensuring real-time visibility and scalable operations. As a Customer Onboarding Specialist, you will support new client implementations, become a product expert, and champion seamless platform adoption while assisting Professional Services Managers and eventually taking full ownership of your projects.

Key Responsibilities

• Assist Professional Services Managers in client implementations before gradually taking ownership of projects.
• Configure client accounts based on business needs, best practices, and existing workflows.
• Conduct engaging and educational training sessions to guide customers through the platform.
• Understand key integrations and work with partners to support customers effectively.
• Work on assignments with a sense of urgency, emphasizing time to value and adoption focus.
• Drive product adoption by effectively communicating the value and functionality of the platform.
• Support clients in setting up and integrating third-party applications such as email, accounting platforms, and remote monitoring tools.
• Provide timely and effective support via email, phone, and virtual meetings to ensure smooth onboarding.
• Manage multiple engagements simultaneously while working within budgeted scope and timelines.
• Identify areas for process improvement to enhance client success with new tools and resources.
• Stay updated with platform features and functionalities to serve as a trusted expert.
• Collaborate with the Customer Success Team to ensure a smooth transition post-implementation.
• Drive data migration for customer information to ensure a seamless go-live experience.

Required Qualifications

• 1+ years of experience in Professional Services, Implementation/Onboarding, or Consulting within a SaaS environment.
• Strong technical aptitude with the ability to translate business needs into effective software solutions.
• Excellent communication and presentation skills for clients with varying technical expertise.
• Ability to manage multiple projects simultaneously while maintaining attention to detail and urgency.
• Experience in a fast-paced, collaborative, client-facing role.

Preferred Qualifications

• Familiarity with PSA tools, CRM platforms, or similar SaaS solutions.
• Experience implementing or supporting a SaaS product.
• Familiarity with APIs and third-party integrations.

Benefits & Perks

• Performance Based Bonus Plan
• Medical, Dental, and Vision Coverage
• 401K Matching & Immediate Eligibility
• Unlimited Time Off with Accelo's Flexible Time Off (FTO) Plan
• 10 Company Paid Holidays
• Commuter Benefits including Unlimited Rides using an RTD ECO Pass and Monthly Parking Stipend
• Access to an Employee Assistance Program for coaching and wellness check-ins
• Fully stocked kitchen with snacks and drinks
• Compensation: $57,500 - $65,000 plus performance-based bonus, based on experience and relevant industry background.