Onboarding Specialist

We're a post-revenue, seed-stage B2B startup with ARR growing double digits per month. With our customer base expanding rapidly, we’re looking for an Onboarding Specialist who can ensure our new customers experience a seamless transition into our platform, setting them up for long-term success.

Who We’re Looking For

Personality & Capabilities:

• Quick to Adapt – The product and process will evolve frequently to best serve our customers.
• Detail-Oriented & Organized – Able to manage multiple onboarding projects simultaneously without missing key steps.
• Clear Communicator – Transparent and straight to the point when managing expectations, setting timelines, and handling onboarding issues.
• Self-Motivated – Proactive in self-learning and applying trial-and-error methods to gain knowledge on Soraban’s product and processes.
• Process-Oriented – Comfortable following and improving structured onboarding workflows.

Biggest Necessities:

• Ensuring customers have a smooth onboarding experience, from initial setup to full platform utilization.
• Maintaining a structured process while adapting to customer-specific needs.
• Understanding industry standards and being flexible as the busy season approaches.

Experience & Qualifications:

• Bachelor’s degree preferred.
• 2+ years of experience in Customer Onboarding, Customer Success, Implementation, or Account Management.
• Strong project management skills and experience coordinating multiple stakeholders.
• Experience training users and troubleshooting platform adoption challenges.
• Preferred: Some level of familiarity with the tax industry or SaaS onboarding processes.

Bonus If You:

• Are a self-starter who takes initiative and identifies gaps in the onboarding process.
• Have a passion for customer success, ensuring clients fully adopt and integrate the product.
• Are comfortable working in a fast-paced, evolving startup environment.

Important Note: This role is currently 100% Remote. In next 6-12 months we will be moving to a hybrid model and will be required to be in office 25% of business days/month. Office locations in ; Tempe, AZ ; and Austin, TX.

Interview Process

We move incredibly fast at Soraban, and our interview process is designed to find candidates who can hit the ground running.

1. Quick phone screen – A brief chat to align on expectations and fit.
2. Second interview – A deep dive into your onboarding experience with our CX lead.
3. Challenge Project - How do you solve or handle certain customer related issues.
4. Offer – If we’re a mutual fit, you’ll receive an offer.

The entire process typically takes 20-35 days from start to finish, though we can expedite for candidates with competing offers. Please share where you are in your job search so we can accommodate your timeline as best as possible.