Onboarding Specialist - Level II (ToolWatch) (Remote)

Position Overview

AlignOps is a rapidly growing technology provider serving the construction industry. Our commitment to innovation, creativity, integrity, and exceptional customer service is reflected in everything we do. The Onboarding Specialist - Level II (ToolWatch) is a strategic liaison responsible for delivering a seamless onboarding experience for sophisticated accounts with diverse needs and larger user bases. Salary: $65,000-$75,000 per year Location: United States Schedule: Full-time remote with onsite work as required.

Key Responsibilities

• Manage onboarding for large, diverse accounts with customized use cases, ensuring tailored solutions and alignment with client-specific objectives.
• Oversee the configuration and deployment of one or more AlignOps products with seamless integrations tailored to client workflows.
• Provide consultative product guidance to administrators, supervisors, and end-users across multiple product suites to ensure effective adoption strategies.
• Act as the primary escalation point for complex technical or process challenges during onboarding, collaborating with internal teams for prompt resolutions.
• Build and maintain strategic relationships with stakeholders at various levels, aligning onboarding outcomes with broader business goals.
• Drive multi-product adoption by proactively introducing and integrating additional AlignOps solutions into client operations.
• Audit and optimize onboarding workflows for higher user accounts ensuring scalability and consistent delivery of value.
• Lead the development of training materials, technical guides, and adoption strategies to support complex customer use cases.
• Partner with customer success, product, and support teams to develop innovative onboarding approaches for complex deployments.
• Monitor customer feedback to identify trends and opportunities, recommending process improvements to enhance the onboarding experience.
• Lead strategic initiatives and special projects to refine the onboarding journey for complex accounts, including scalable multi-product rollouts.
• Perform other duties as assigned.

Required Qualifications

• A bachelor's degree in business, project management, or a related field is preferred; a high school diploma or equivalency is required.
• 35 years of experience in client-facing roles such as customer success, account management, or onboarding for SaaS products.
• Experience with software implementation, including consulting on technical solutions or integrations.
• Demonstrated ability to manage multiple complex and concurrent onboarding projects independently, prioritizing tasks and delivering results.
• Exceptional communication and problem-solving skills, with the ability to address complex challenges and present clear, empathetic solutions.
• Strong technical aptitude, including experience in resolving issues and implementing process changes across diverse client environments.
• Proven ability to identify and resolve time-sensitive or high-priority issues while maintaining professional client relationships.
• Experience creating and maintaining comprehensive documentation to support scalable onboarding processes and enhance customer experience.
• Proficiency in Excel, Google Workspace, and project management tools.

Preferred Qualifications

• Familiarity with Salesforce or similar CRM platforms.
• Experience integrating two or more SaaS products.
• Industry-specific experience in the construction operations industry.

Benefits & Perks

• The AlignOps benefit program includes health, dental, and vision coverage, as well as disability, life insurance, PTO, and a 401(k) plan.