We are seeking a Customer Onboarding Specialist who will guide new customers from signup through early adoption to support their long-term success. In this role, you’ll ensure customers feel momentum, clarity, and understand the value of Daylite as they get started.

You’ll work directly with customers to turn their objectives into practical workflows, help them achieve meaningful early wins, and make their transition from trial to daily use smooth and well-supported. This customer-facing position blends onboarding, post-sale follow-up, and early customer success, emphasizing time-to-value, confidence, and ongoing engagement.

About the Role
As a Customer Onboarding Specialist, you’ll manage the early customer journey from commitment through activation and initial use. You’ll lead onboarding sessions, highlight value, and help customers build lasting habits.

You’ll also serve as a bridge between sales discussions, onboarding guidance, and customer service, ensuring customers experience a seamless, unified journey rather than separate handoffs.

This role is a great fit for someone who enjoys helping customers succeed through structure, clarity, and steady support, and who is motivated by seeing customers truly understand the product, not just check tasks off a list.

Key Responsibilities
• Lead guided onboarding through remote screen shares and email, meeting required weekly live session or call minimums
• Turn customer goals into practical setup guidance, configurations, and clear action steps
• Help customers reach meaningful early “aha” moments that show real value
• Contact trial users via LinkedIn and phone to schedule live sessions
• Serve as the primary point of contact for new customers after signup
• Maintain continuity from pre-purchase to onboarding and activation
• Reinforce value and set expectations to move customers from evaluation to confident usage
• Establish clear early success milestones and promote consistent engagement
• Spot early signs of friction or disengagement and intervene proactively
• Work with Customer Service to address issues and ensure smooth transitions
• Share insights to improve onboarding processes, resources, and the overall experience

Qualifications
• Experience in customer onboarding, customer success, sales enablement, or implementation
• Strong discovery and communication abilities with non-technical audiences
• Ability to explain complex ideas clearly and calmly
• Comfortable guiding customers through changes and new workflows
• Organized, proactive, and accountable work style
• Experience collaborating with Sales, Support, or Product teams is an asset

Ideal Candidate Traits
• Empathetic and patient, especially with busy customers
• Focused on outcomes rather than features
• Comfortable working in evolving environments with changing processes
• Values clarity, follow-through, and building customer trust

$55,000 – $75,000 per year

We may use AI tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or evaluating responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are made by humans. If you would like more details about how your data is handled, please contact us.