Onboarding Specialist

Come do the best work of your life at Boulevard.

The Onboarding Specialist is the project manager and primary driver of a customer’s journey from contract signature to successful activation. You’ll be accountable for planning, coordinating, and executing each onboarding project with precision—ensuring data accuracy, timely delivery, and exceptional client experience.

This role requires a detail-oriented and proactive professional who thrives on organization, cross-functional coordination, and consistent project delivery. You’ll serve as the operational backbone between Sales, Product, Engineering, and Customer Success, ensuring every customer launch is on time, on scope, and on quality.

What you’ll do here:

• Own the customer onboarding project end-to-end — from kickoff to activation — managing timelines, dependencies, and communications.
• Serve as the customer’s main point of contact throughout onboarding, delivering a high-touch, premium-level experience across email, phone, and video.
• Build and manage implementation project plans, ensuring milestones are clearly defined, tracked, and completed on time.
• Ensure data and system accuracy — oversee data ingestion, configuration, and testing to ensure accounts are fully operational before go-live.
• Maintain real-time project status documentation in Salesforce, GuideCX and other tracking tools, ensuring leadership visibility and forecast accuracy.
• Identify and mitigate project risks proactively, escalating issues early and coordinating with cross-functional teams to resolve blockers.
• Collaborate cross-functionally with Sales, Engineering, Product, and Customer Success to streamline handoffs, enhance process quality, and accelerate activation timelines.
• Monitor and report project performance metrics, including activation timelines, customer satisfaction, and data integrity scores.
• Drive continuous improvement by identifying process bottlenecks and contributing to onboarding playbook updates and operational enhancements.

What you’ll need to thrive:

• 2–4 years of experience in project management, onboarding, or implementation roles — ideally in SaaS or customer success environments.
• Proven ability to manage multiple projects simultaneously, balancing strategic priorities with tactical execution.
• Strong organizational and time management skills, with exceptional attention to detail and follow-through.
• Comfortable interpreting and maintaining data accuracy across systems like Salesforce, project management tools, and customer communication platforms.
• Excellent communication and stakeholder management skills, both internally and externally.
• High accountability and ownership mindset — you thrive in roles where success is measured by delivery outcomes and customer satisfaction.
• Technical aptitude and ability to translate customer needs into configuration or data migration requirements.
• Bonus points for experience in:
  • SaaS software implementations or customer activation
  • Salesforce or similar CRM tools
  • Luxury, wellness, or service-based industries
• Success in this role:
  • In your first month, you’ll complete training on Boulevard’s platform and onboarding processes, shadow customer projects, and become fluent in the customer journey.
  • By month three, you’ll independently lead customer onboarding projects, maintain accurate project dashboards, and deliver consistent on-time activations.
  • By month six and beyond, you’ll mentor new team members, optimize onboarding processes, and represent the voice of the customer in cross-functional initiatives.
• Key Attributes for Success
  
  • Relentlessly organized and detail-obsessed
  • Analytical mindset with comfort interpreting project data
  • Calm and structured under deadline pressure
  • Strong collaborator with influence across teams
  • Passionate about driving customer outcomes and operational excellence

*This role is ineligible for residents of CA, NY, and WA*

How we'll take care of you:

Your starting total cash compensation for this role is $65,000 + 10% bonus. This salary range is subject to change, and there is always room for growth and advancement.