Technical Onboarding Specialist

We are seeking a Technical Onboarding Specialist to lead the onboarding and transition of new clients into our managed services environment. This role sits at the intersection of technology, operations, and client communication, ensuring that new clients are successfully integrated into our systems and processes.

Requirements

• Lead and manage the end-to-end onboarding process for new clients
• Coordinate onboarding timelines, internal resources, and project tasks
• Gather credentials, document client environments, and oversee tool deployment
• Ensure smooth transitions from prior IT providers or internal IT teams
• Collaborate with internal engineers to deploy endpoint management, identity, and security tools
• Maintain detailed documentation of client environments and onboarding progress
• Join client onboarding calls and communicate updates clearly to stakeholders
• Identify risks, blockers, or gaps early and escalate as needed
• Create, follow, and improve onboarding runbooks and standard operating procedures
• Track multiple onboarding projects simultaneously while maintaining high attention to detail

Benefits

• Health Benefits
• Paid Parental Leave
• HSA/FSA eligibility
• Access to a variety of mental health programs
• 401(k) + 4% company matching
• Annual Bonus Program
• Flexible Time Off
• Flexible certification and learning stipends and reimbursements
• Biannual company retreats
• Social events
• Wellbeing events and programs
• Home internet and mobile reimbursement
• Monthly meal stipend
• Commuter benefits
• Onsite meals and snacks
• Dog-friendly office