Job Title: Professional - Technical Onboarding Specialist
Location: Remote
Duration: 6+months
Job Description: Role Overview
As a Technical Onboarding Specialist, you’ll guide customers through a structured follow Up Boss onboarding experience. You’ll help customers complete core account setup, understand available self-service resources, resolve standard technical blockers, and transition successfully to their Customer Success Manager.
What You’ll Do
• Lead structured customer onboarding and readiness-review sessions.
• Guide customers through core account setup, user activation, system connections, workflows, and automations.
• Help customers use approved self-service resources to complete onboarding tasks independently.
• Monitor onboarding progress, reinforce milestones, and address standard technical questions.
• Troubleshoot common setup and integration issues, escalating complex matters through established support channels.
• Maintain accurate implementation notes, milestones, risks, and status updates in internal systems.
• Coordinate clear, timely handoffs to Customer Success.
• Follow established onboarding playbooks while identifying opportunities to improve consistency and efficiency.
What We’re Looking For
• Two or more years of experience in SaaS onboarding, CRM implementation, technical support, customer enablement, or a related role.
• Working knowledge of CRM concepts, including users, stages, workflows, automations, lead routing, and integrations.
• Experience with follow Up Boss or a similar CRM platform such as Salesforce, HubSpot, or Zoho.
• Strong customer-facing communication and facilitation skills.
• Ability to explain technical concepts clearly to users with varying levels of experience.
• Strong organization and follow-through across multiple concurrent customer engagements.
• Comfort working within standardized processes, documentation requirements, and escalation procedures.
• Customer-first judgment, patience, adaptability, and attention to detail.
• Familiarity with Real estate technology or the client ecosystem is a plus.
Company Description
Tek Ninjas is a leading staffing and workforce solutions company connecting top talent with organizations across Information Technology, Healthcare, Life Sciences, Engineering, and Professional Services. We partner with Fortune 500 companies, healthcare systems, government agencies, and emerging businesses to deliver highly skilled professionals for contract, contract-to-hire, and direct hire opportunities.
At Tek Ninjas, we believe people are the foundation of success. We foster a collaborative, inclusive, and growth-oriented culture where employees are empowered to develop their skills, advance their careers, and make a meaningful impact. Our commitment to innovation, integrity, and excellence drives everything we do, helping both our clients and employees achieve their goals.
Whether you're looking for your next career opportunity or seeking exceptional talent, Tek Ninjas is dedicated to building lasting partnerships and delivering outstanding results.