Customer Onboarding Specialist

Company Overview

AwardSpring is a growing Software as a Service (SaaS) company that partners with colleges and foundations to help them streamline scholarship management helping students apply for and receive scholarship funds easily while supporting institutions in managing donor relationships and raising funds for future scholarships. We are growing fast and scaling our team to support our accelerating growth.

Role Overview

The Onboarding Specialist is responsible for guiding new customers through onboarding while handling behind-the-scenes setupincluding data imports form configuration and system testing. This role owns launch success and ensures every customer goes live with confidence.

Key Responsibilities

Customer Onboarding

• Own customer onboarding and implementation projects end to end
• Lead kickoff and training calls with new customers.
• Track project tasks and timelines using tools like Asana or Notion.
• Collaborate closely with Support for testing and post-launch readiness.

Implementation Execution

• Configure forms workflows logic and data integrations.
• Test and validate platform functionality prior to customer launch.
• Leverage AI tooling to find new ways to improve efficiency and customer experience
• Troubleshoot issues and adjust configuration in real time.

Customer Training & Education

• Deliver live training sessions for administrators.
• Contribute to webinar planning and facilitate ongoing customer education hosting webinars for the customer base to provide training at scale
• Create and execute training materials identified by Customer Experience leadership

Qualifications

• 13 years in onboarding support or implementation for a SaaS product.
• Strong organizational skills and attention to detail.
• Willingness to participate in a fast paced high growth environment
• Basic data handling (e.g. Excel/CSV) and comfort with configuration tools.

Key Attributes

• Hands-on problem solver
• Clear and patient communicator
• Accountable for timelines and outcomes

Compensation

• Base Salary: $ based on experience
• Annual Bonus Opportunity: 10% of Earnings based on Company Performance

AwardSprings Vision Mission & Values

VISION: To broaden access to educational opportunity.

MISSION: To help scholarship administrators connect donor funds to the students who need them.

VALUES:

• ACTION: Take initiative be accountable and share your knowledge.
• DETERMINATION: Simplify and improve processes overcoming obstacles with creativity and persistence.
• HUMANITY: Show empathy and kindness in every interaction.
• IMPROVEMENT: Strive to grow daily and add value to clients and teammates.

Equal Opportunity Statement

AwardSpring is committed to creating an inclusive and diverse workplace. All employment decisions are based on qualifications merit and business needs. We celebrate diversity and foster a welcoming environment for all team members.