Onboarding Specialist

Company Overview

ServiceWorks offers an all-in-one platform that helps service businesses run from anywhere. It combines enterprise-grade capabilities with competitive pricing, allowing teams to handle estimates and jobs, schedule and dispatch staff, invoice customers, and manage inventory and purchase orders within a single system. The product is built to simplify operations for growing service companies so they can work more efficiently and provide a stronger customer experience.

Role Summary

The Onboarding Specialist is a full-time hybrid role based in St. Louis, Missouri, with the option to work from home on part of the week. This position is focused on helping new customers get started successfully and guiding them from setup through full product adoption.

What You Will Do

You will lead onboarding conversations with new clients, configure accounts, support data entry and migration, and train users on core workflows such as scheduling, invoicing, and inventory tracking. You will also work with Customer Support, Product, and Sales to make sure each customer transition is smooth and any issues are resolved quickly.

On a day-to-day basis, you will manage an onboarding pipeline, record customer progress, evaluate client needs, and recommend effective practices that help customers realize value quickly and continue using the platform successfully.

Required Background

We are looking for someone with strong people skills and the ability to build professional relationships with both customers and internal stakeholders. Prior experience in customer onboarding or client onboarding is preferred, especially in a SaaS or technology environment.

Clear communication is important in this role, including the ability to explain processes verbally, write concise documentation, and present confidently in virtual meetings. You should also be comfortable analyzing workflows, reviewing user feedback, and spotting opportunities to improve the onboarding process.

Experience learning and teaching software products is valuable, and familiarity with service management or field service tools is an added advantage. Strong organization and time management are needed to juggle multiple onboarding projects, set priorities, and meet deadlines. The role requires the ability to work effectively in a hybrid setting in St. Louis, MO, while also handling tasks independently with limited supervision.

Preferred Experience and Education

Preference is given to candidates with 1–3 years of experience in customer success, implementation, onboarding, or another client-facing role. An associate or bachelor’s degree in Business, Communications, Information Systems, or a related discipline is helpful, though not mandatory.

Additional Information

This role is based in St. Louis, MO and follows a hybrid work arrangement. No salary details, number of openings, or start date were provided in the source.