Onboarding Specialist

The Onboarding Specialist is a vital part of the Podium team. Responsible for the initial implementation and onboarding of new customer accounts with a focus on AI agents. Responsible for the organization and management of account connections, integration fulfillment, tailored team trainings for all locations in any given account, resolving customer issues, and customer usage monitoring to bring about the successful completion of new customer implementation.

The Onboarding Manager also has a major role in creating new processes internally and needs to be able to adjust quickly to changing circumstances.

What you will be doing:

* Primary contact during the first 30 days of new customer experience

* Podium product expert

* Manage potential escalations within the first 30 days

* Coordinate all account connections (product and integration-related)

* Ensure product adoption through various outreach methods and health scoring of accounts

* Implement and configure AI agents

* Ensure effective hand-off to CSMs after the onboarding period is over

* Conduct full-team trainings for all locations in every account, covering best practices

* Coordinating and responding to client issues

* Building new processes and working with different departments to create a smooth implementation experience

What you should have:

* 1-2 years of experience in a customer onboarding/implementation role (in SaaS is a plus)

* A bachelor's degree in business or a similar field.

* Exceptional written and communication skills

* Experience communicating directly with clients

* Proven track record of managing multiple concurrent projects with varying complexity levels

* Excellent problem-solving skills

* Self-starter with prior experience navigating complex customer environments

* Ability to sort through large volumes of data and drive insights and results

* Interest in further understanding and working with AI agents

What we hope you have:

* Bachelor's degree.

* Experience with Gainsight and Salesforce

Why you'll love working here:

* Podium is the best place to work to:

* Join the leaders in AI agents

* Unlock career-defining growth

* Build with world-class talent

* Make a real impact on local business

Benefits:

* Transparent culture

* Work onsite in Lehi, UT, 5 days a week

* Great opportunities for career growth

* Life insurance, long and short-term disability coverage

* Paid maternity and paternity leave

* Fertility Benefits

* Excellent medical, dental, and vision benefits

* 401k Plan

* Bi-annual swag drops with cool Podium gear and apparel

* A stellar HQ (Utah) gym with local professional coaches and classes offered

* Onsite HQ (Utah) child care center, subsidized for employees

Podium is an equal opportunity employer. Podium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.