Boulevard
SaaS
OnboardingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Onboarding Specialist at Boulevard. Skills: Customer onboarding, Project coordination, SaaS implementation. Manage customer onboarding projects. Coordinate customer onboarding projects”
What You'll Achieve.
Successful activation; Maintain project momentum; Deliver consistent onboarding experience; Help customers successfully launch
Industry & Context.
Identify project risks; Identify project delays; Identify project blockers; Escalate concerns
What They're Looking For.
Must Have
1–3 years experience in customer onboarding, 1–3 years experience in project coordination, 1–3 years experience in implementation, 1–3 years experience in customer success, 1–3 years experience in account management, Organizational skills, Time management skills, Attention to detail, Ability to manage multiple projects, Ability to manage competing priorities, Written communication skills, Verbal communication skills, Ability to build customer relationships, Maintain professionalism, Maintain accountability, Comfortable working within structured processes, Comfortable working within timelines, Comfortable working within operational expectations, Follow-through mindset, Ownership mindset, Ability to identify problems, Ability to ask questions, Ability to escalate issues, Technical aptitude, Ability to learn SaaS onboarding workflows, Ability to learn system configurations, Ability to learn operational processes, Willingness to learn project management, Willingness to learn customer management, Willingness to learn onboarding expertise
Nice to Have
Experience in SaaS onboarding, Experience in software implementations, Experience using Salesforce, Experience using GuideCX, Experience using CRM platforms, Experience using project management platforms, Experience within wellness industries, Experience within healthcare industries, Experience within med spa industries, Experience within salon industries, Experience within service-based industries, Experience managing customer-facing projects, Experience managing customer-facing timelines
What You'll Do.
Manage customer onboarding projects
Coordinate customer onboarding projects
Execute customer onboarding projects
Serve as primary customer contact
Maintain consistent communication
Maintain customer experience standards
Coordinate onboarding project plans
Coordinate onboarding timelines
Coordinate onboarding milestones
Coordinate customer deliverables
Maintain customer momentum
Follow up on action items
Drive milestone completion
Track onboarding progress
Maintain accurate project documentation
Support onboarding quality
Coordinate configuration tasks
Coordinate data collection
Coordinate testing activities
Coordinate launch readiness preparation
Identify project risks
Identify project delays
Identify project blockers
Escalate concerns appropriately
Partner cross-functionally
Resolve customer needs
Resolve onboarding dependencies
Maintain organizational discipline
Balance competing priorities
Contribute ideas to improve onboarding processes
Contribute feedback to improve onboarding processes
Contribute ideas to improve customer experience
Contribute feedback to improve customer experience
Contribute ideas to improve operational efficiency
Contribute feedback to improve operational efficiency
Participate in onboarding enablement
Participate in onboarding coaching
Participate in continuous learning opportunities
How You'll Work.
Team & Collaboration
Partner with Sales; Partner with Product; Partner with Engineering; Partner with Customer Success; Partner with Education; Partner with Support; Partner with Data Migration
Communication Scope
Written communication; Verbal communication
Process & Methodology
Project coordination, Timeline management, Milestone tracking
Full Job Description
Who is Boulevard? Boulevard provides the first and only client experience platform for appointment-based, self-care businesses. We empower our customers to give their clients more of the magical moments that matter most. Before launching in 2016, our founders spent months interviewing salon managers and working behind front desks to understand their pain points so we could design a modern, user-friendly platform that meets the unique needs of their business. Our roots may be in hair salons, but we are built for the broader self-care industry, including many types of salons, spas, medspa, barbershops, and more. Our technology not only helps our customers survive but thrive. Take a look at how we (and YOU) can make that happen. We have an insatiable curiosity and embrace experimentation. We believe that simple solutions require the most sophistication, and we design each and every detail to maximize potential, power, and impact. Do our values match? Read through our story and what we value the most. Our team values and celebrates our diverse backgrounds. Being open about who we are and what we do allows us to do the best work of our lives. We believe in equal opportunity for all, and you should too. 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 a
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