Customer Onboarding Specialist (Rec)
DaySmart Software
DaySmart supercharges experienced-based businesses with innovative, industry-specific software services that power customer and revenue growth. With thousands of partners worldwide and dozens of industry awards, we provide best-in-class solutions to accelerate their business.
Our Dash software offers a sophisticated scheduling and management software solution that centralizes daily operations, streamlining processes such as registrations, scheduling, and member management while fostering community engagement. Designed for various facilities, including ice rinks, multi-sports complexes, and parks and recreation agencies, our adaptable cloud-based solution enhances organizational efficiency, elevates the customer experience, and boosts revenue.
The Onboarding Specialist at Dash is responsible for guiding new clients through the implementation and adoption phase of the software platform. This client-facing role requires a blend of technical knowledge, project coordination, and excellent communication skills to ensure that each client experiences a smooth, efficient onboarding process. The Onboarding Specialist serves as the client’s primary point of contact during their setup journey, providing training, support, and strategic guidance to drive successful software adoption and long-term satisfaction.
Key Responsibilities
Client Onboarding & Support
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Serve as the main point of contact for assigned new clients during the onboarding phase.
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Conduct live training sessions, webinars, and walkthroughs tailored to the client’s business needs.
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Guide clients through system configuration, feature adoption, and workflow setup.
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Assist clients with data migration, including importing customer information, schedules, and financial records.
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Monitor client progress throughout the onboarding process and proactively follow up to ensure milestones are met.
Process Optimization & Client Success
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Recommend best practices to maximize the client's use of Dash features.
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Troubleshoot onboarding-related issues and escalate complex cases to the appropriate internal teams.
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Ensure clients are fully prepared for go-live, including confirming setup accuracy and addressing last-minute questions.
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Provide resources such as recorded sessions, help articles, and reference materials for ongoing learning.
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Collaborate with Sales, Product, Client Success and Support teams to ensure a seamless transition and client handoff.
Internal Collaboration & Documentation
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Contribute to improving onboarding documentation, templates, and training materials based on client feedback and internal insights.
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Maintain accurate and up-to-date records of onboarding activities in internal systems and tools.
Team Support & Knowledge Sharing
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Participate in team training sessions to stay current on product updates and process changes.
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Support the onboarding of new team members by shadowing sessions, sharing knowledge, and helping document internal onboarding best practices.
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Contribute to a positive and collaborative team culture by offering insights and feedback for continuous improvement.
Qualifications
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1+ years of experience in client onboarding, customer success, technical support, or a related field.
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Strong communication and interpersonal skills, with the ability to build rapport quickly.
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Comfortable presenting and explaining software features in a clear and engaging manner.
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Organized and detail-oriented with the ability to manage multiple onboarding projects simultaneously.
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Experience with SaaS platforms or software implementation is a plus.
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Proficiency in tools like Slack, Teams, Excel, Microsoft 365, and Salesforce systems preferred.
Salary
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This will be an hourly position with a salary range of $50,000 to $55,000 per year. Pay is based on several factors including but not limited to education, work experience, certifications, internal equity, etc.
What We Offer
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Competitive salary and benefits including medical, dental, vision, HSA, FSA, and more!
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401k plan with company match on your contributions.
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Open PTO and a generous paid holiday schedule.
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Supportive work environment with the flexibility to work where/how you want – in-office, remote, or hybrid.
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Opportunities to ensure you are always learning and growing.
How You Will Work
This will be a US based position. We offer flexible work arrangements including fully remote, in person or hybrid opportunities. For those looking to work in person, we have physical offices in the following cities:
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Ann Arbor, MI
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Scottsdale, AZ
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Wayne, PA
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Austin, TX
We maintain a highly collaborative culture and expect all employees to actively participate in meetings, discussions, and team interactions. This includes joining scheduled video calls with cameras on, contributing to conversations, and being fully present.
We believe that strong communication and visual connection are essential to maintaining alignment, accountability, and trust across our teams. At DaySmart, working remotely comes with the responsibility to show up, engage, and collaborate with intention.
Your safety is important to us!
We’ve recently identified an increase in fraudulent activity targeting individuals who have applied to positions at DaySmart. Please note that any legitimate communication regarding your application will come either from an official DaySmart email address (ending in @daysmart.com) or directly through our Applicant Tracking System.
DaySmart is committed to creating a diverse employee environment and is a proud equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, or veteran status.
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