About this role
The Onboarding Specialist at Sunbound is responsible for managing the full onboarding process for new customers, ensuring a smooth transition from kickoff to go-live. This role involves leading training sessions, configuring systems to meet operational needs, and collaborating with various internal and external teams to resolve issues and gather feedback. The ideal candidate will have a background in B2B SaaS onboarding, strong attention to detail, and effective communication skills, along with a proactive and solutions-oriented mindset.
Required Skills
- Onboarding Process
- Lead Sessions
- Anticipate Needs
- Build Relationships
- Review Documentation
- Configure Accounts
- Troubleshoot Challenges
- Communicate Consistently
- Recommend Improvements
- B2B SaaS Experience
+9 more
Qualifications
- Bachelors degree
- 2+ years in an onboarding / implementation role at a B2B SaaS company
About Sunbound
www.sunboundhomes.comSunbound offers specialized payments, accounts receivable, and financing solutions tailored for senior living operators. Its services are designed to enhance cash flow management, ensure timely payments, and optimize billing accuracy through automation. With a focus on improving financial operations in senior living, Sunbound empowers both community teams and families with seamless payment solutions and robust accounts receivable management. The company leverages advanced technology to streamline processes and foster satisfaction among residents and their families.