Onboarding Consultant

Onboarding Consultant (SMB) Location: Hybrid - Columbus, GA or Atlanta, GA We are looking for an Onboarding Consultant to serve as a key customer-facing delivery function within our Professional Services & Onboarding organization. This role is responsible for leading the successful onboarding, configuration, and activation of Togetherwork SaaS solutions for new SMB customers. The Onboarding Consultant partners closely with Project Managers, Solution Consultants, Customer Success, and delivery leadership to ensure customers achieve a smooth transition from sales to active product usage—delivering structured onboarding engagements that drive adoption, early value realization, and long-term 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 product adoption
Provide onboarding guidance, best practices, and product usage recommendations tailored to SMB customer needs
Ensure customers are prepared for a successful transition to Customer Success or Support teams

Delivery Execution & Documentation

Maintain accurate onboarding documentation, configuration records, and customer-facing artifacts throughout the project lifecycle
Track and report progress against milestones, timelines, and success criteria
Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
Operate within PMO governance frameworks, delivery standards, and Performance Insights reporting models

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
Contribute to a culture of continuous improvement by identifying opportunities to streamline and enhance onboarding workflows

What you’ll bring:

Experience delivering SaaS onboarding or implementation engagements
Strong customer-facing communication, facilitation, and training skills
Technical aptitude for system configuration and solution setup
Ability to manage multiple onboarding engagements with accountability and attention to detail
Comfort working within structured delivery frameworks and onboarding plans
Ability to document requirements, configurations, and processes clearly and accurately
Organized, proactive, and execution-focused with strong follow-through
Collaborative team player aligned to shared outcomes and delivery standards
Analytical and problem-solving skills
Proficient with Windows, Microsoft Office, and Adobe Acrobat applications
Excellent written and oral communication skills

Why This Role:

Lead meaningful customer relationships as the primary delivery contact during a critical phase of the customer journey
Work at the intersection of technology, operations, and customer experience in a fast-paced SMB environment
Operate in an AI-forward environment with access to modern tools that amplify your efficiency and impact
Contribute directly to measurable outcomes—customer satisfaction,onboarding timeliness,and adoption—that matter to the business

The Company offers a comprehensive employee benefits program,includin... (truncated for brevity)