Onboarding Consultant

Location: Austin, TX (Hybrid- 2-3 days/week in office)
Compensation: Competitive base + benefits

Reports to: Professional Services / Onboarding Leadership 

The Onboarding Consultant is responsible for leading the successful onboarding, configuration, and activation of Togetherwork SaaS solutions for new customers. This role ensures a smooth transition from sales to active product usage by delivering structured onboarding engagements that enable adoption, early value realization, and long-term customer 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 adoption
• Provide onboarding guidance, best practices, and product usage recommendations
• Ensure customers are prepared for transition to Customer Success or Support teams

Delivery Execution & Documentation

• Maintain accurate onboarding documentation, configuration records, and customer artifacts
• Track progress against milestones, timelines, and success criteria
• Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting

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

What You'll Bring:

• 2-3 years of experience delivering SaaS onboarding or implementation engagements
• Bachelor's degree preferred 
• Strong customer-facing communication, facilitation, and training skills
• Ability to manage multiple onboarding engagements with accountability and attention to detail
• Technical aptitude for system configuration and solution setup
• Comfort working within structured delivery frameworks and onboarding plans
• Ability to document requirements, configurations, and processes clearly and accurately
• Customer-focused, proactive, and ownership-oriented
• Organized and execution-focused with strong follow-through
• Collaborative team player aligned to shared outcomes and onboarding standards

Why This Role:

 

• Own end-to-end onboarding delivery with clear impact on adoption, satisfaction, and retention

• Work closely with customers, product-aligned teams, and cross-functional partners to drive outcomes

• Build hands-on expertise across Togetherwork’s SaaS solutions and real-world customer use cases

• Apply AI-enabled tools