Boulevard - Onboarding Specialist I
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Requirements
• 1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management roles. • Strong organizational and time management skills with attention to detail. • Ability to manage multiple projects and competing priorities simultaneously. • Strong written and verbal communication skills. • Ability to build customer relationships while maintaining professionalism and accountability. • Comfortable working within structured processes, timelines, and operational expectations. • Strong follow-through and ownership mindset. • Ability to identify problems, ask questions, and escalate issues appropriately. • Technical aptitude and ability to learn SaaS onboarding workflows, system configurations, and operational processes. • Willingness to learn and develop project management, customer management, and onboarding expertise. • Experience in SaaS onboarding or software implementations • Experience using Salesforce, GuideCX, or similar CRM/project management platforms • Experience within wellness, healthcare, med spa, salon, or service-based industries • Experience managing customer-facing projects or timelines • How we’ll take care of you: • Your starting cash compensation for this role is $31.25 per hour + 10% bonus of your annual base compensation. This cash compensation is subject to change, and there is always room for growth and advancement. • In addition to the wonderful people you’ll get to work with and challenging projects that’ll push you - Boulevard is here to make sure you’re always at the top of your game emotionally, mentally, and physically. • ✨ We’ve got you covered with a 401(k) match plus dental, medical, vision, and life insurance. • 🏝 Take a break whenever you need with our flexible vacation day policy. • 🖥 Fully remote so you can choose where you want to work. You’ll receive a work from home stipend every month. • 💚 Family planning resources and specialized support programs. • 🔮 Equity: get ahead on the ground floor and grow with Boulevard. • 💅 Boulevard Bucks Learning and Development program allows employees to explore businesses in the market we serve. • 📲 We recommend following our official LinkedIn page to stay up to date on all things Boulevard life!
Responsibilities
• Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards. • Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards. • Coordinate onboarding project plans, timelines, milestones, and customer deliverables. • Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion. • Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems. • Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation. • Identify project risks, delays, or blockers early and escalate concerns appropriately. • Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies. • Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities. • Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency. • Participate in onboarding enablement, coaching, and continuous learning opportunities.
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