Onboarding Specialist

LOCATION: Lehi, UT

POSITION OVERVIEW:

The Client Onboarding Support Specialist helps new clients launch successfully on Opiniion’s platform by guiding them from signed agreement through implementation, setup, and early adoption. This role is a strong entry point for someone who wants to grow into customer-facing SaaS work while building practical skills in onboarding, communication, project coordination, and AI-assisted workflow execution inside a fast-growing tech company.

You will partner closely with customers and internal teams to keep launches organized, remove friction, and create a smooth, confident first experience with Opiniion. The right person is proactive, coachable, detail-oriented, and excited to learn how strong onboarding drives long-term customer success.

RESPONSIBILITIES:

Client onboarding & launch coordination

• Manage core steps of the onboarding process for new clients, helping each account move smoothly from post-sale handoff to successful launch.
• Partner with Sales and internal stakeholders to understand client goals, scope, timelines, and setup needs before implementation begins.
• Keep onboarding tasks, milestones, and follow-up actions organized so customers and teammates stay aligned.

Platform setup & customer guidance

• Support the configuration and setup of Opiniion’s platform based on each client’s needs and intended workflow.
• Guide customers through onboarding calls, training moments, and next steps in a clear, confident, and customer-friendly way.
• Help customers understand best practices so they can adopt the platform quickly and successfully.

Communication & problem-solving

• Maintain clear communication with clients throughout onboarding, including progress updates, upcoming milestones, and any issues that need attention.
• Identify risks, blockers, or confusion early and escalate appropriately so launches stay on track.
• Work cross-functionally with Support, Customer Success, Product, and other internal partners to resolve onboarding issues quickly.

Documentation, reporting & continuous improvement

• Maintain accurate records of onboarding activities, client requests, configuration decisions, and launch outcomes.
• Capture customer feedback and implementation learnings so the onboarding experience continues to improve.
• Help refine internal playbooks, templates, and repeatable processes that make onboarding more efficient and consistent.

AI competency & operational leverage

• Use AI-supported tools responsibly to summarize customer context, prepare meeting notes, identify onboarding risks, and improve workflow efficiency without sacrificing quality.
• Learn and apply new tools, automation opportunities, and process improvements that increase team leverage and customer clarity.
• Follow privacy, access, and secure-data practices when using any internal systems or AI-assisted workflows.

QUALIFICATIONS:

Required

• 1+ years of experience in onboarding, implementation, customer support, customer success, training, hospitality, project coordination, or another customer-facing role, or equivalent internship, academic, or hands-on experience.
• Strong written and verbal communication skills with the ability to explain next steps clearly and professionally.
• Excellent organization and follow-through across multiple tasks, timelines, and client needs.
• Comfort learning new software quickly and using systems consistently.
• Sound judgment, coachability, and a proactive approach to problem-solving.
• Interest in using AI tools thoughtfully and responsibly as part of everyday work.

Preferred

• Experience in SaaS, proptech, property management, or another technology-enabled service environment.
• Experience supporting customer onboarding, implementation, training, or account setup workflows.
• Familiarity with tools such as HubSpot, ClickUp, Google Workspace, Slack, or similar platforms.
• Experience working in an onsite, team-oriented environment with cross-functional collaboration.

OPINIION’S CULTURE:

At Opiniion, we take our work seriously, but we don’t take ourselves too seriously! We work hard together, and we have a lot of fun doing it. We are a team that believes in real autonomy: you own your area, solve problems, and move fast enough to actually see the change you make. The people here are invested in each other just as much as they’re invested in the work, and that combination is what makes this place different. We believe in collaboration, innovation, and building a team that truly cares—about our clients, their residents, and each other.

BENEFITS SNAPSHOT:

• Comprehensive healthcare plans, encompassing medical, dental, and vision insurance, along with group life coverage. Opiniion covers 40-90% of the premium cost for employees and all dependents.
• 401(k) retirement plan with a 100% corporate match on the first 1% and 50% match on the next 5%.
• Pre-tax Health Savings Accounts (HSA).
• Paid Parental Leave for all new parents (including adoption or foster care).
• Unlimited Time Off policies.
• 10 Paid Holidays annually.
• Monthly Wellness Reimbursement benefit.
• Note that the above benefits are available only to full-time employees of Opiniion

Opiniion is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and  pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.