Onboarding Specialist

At Kixie, we’re building a modern, all-in-one sales engagement platform that helps teams work smarter and close deals faster. Our cloud-based calling and texting solution integrates seamlessly with leading CRMs like HubSpot, Salesforce, and Pipedrive to streamline workflows, automate outreach, and provide real-time insights and reporting. Designed to support both sales and support teams, Kixie enables reps to take the right action at the right time—boosting efficiency, consistency, and impact. If you’re excited to shape the future of sales technology, we’d love to hear from you.

Overview 

As an Onboarding Specialist, you’ll play a key role in setting new customers up for success from day one. You’ll be their go-to guide through onboarding — helping them get up and running, answering questions, and making sure they see value quickly. Your ability to communicate clearly and build trust early on will be essential to delivering a positive customer experience.

• Host onboarding sessions and trainings to help new customers get set up and started on the right foot
• Manage a pipeline of new accounts, serving as the go-to point of contact during onboarding and implementation
• Build strong relationships with decision-makers and end users at our largest accounts during the early lifecycle
• Create custom onboarding plans that set clear goals, expectations, and timelines
• Drive product adoption and expansion by showcasing features, educating on best practices, and tailoring strategies to customer needs
• Lead regular screen-share sessions to walk through key workflows and ensure customers are using Kixie effectively
• Work cross-functionally with sales, support, and product teams to keep onboarding smooth and aligned with customer goals

• 1–3 years experience in onboarding, customer success, or implementation (SaaS experience is a big plus)
• Clear, confident communicator — you’re just as comfortable talking to execs as you are to everyday users
• Tech-savvy with the ability to learn and teach software quickly
• Organized and detail-oriented — you keep timelines moving and customers feeling supported
• A people person — you genuinely enjoy helping customers succeed and building relationships
• Comfortable juggling multiple accounts without letting things slip

• Comprehensive medical, dental, and vision insurance
• Unlimited paid time off (PTO), sick leaves, and paid holidays
• Complimentary parking in our secure garage
• A collaborative, dynamic, and supportive team environment
• Pet friendly office!