Onboarding Specialist

As an Onboarding Specialist at JobTread, you will play a critical role in helping new customers get off to a strong start. This role serves as the first point of contact after purchase, guiding customers through the early stages of onboarding and setting them up for long-term success. You’ll coordinate with the Customer Success team, monitor account activity, and ensure customers have the tools, knowledge, and support they need to begin using JobTread effectively.

The Onboarding Specialist is a customer-facing role that requires exceptional communication, attention to detail, and a proactive mindset to drive engagement and adoption from day one. This position offers a unique opportunity to join a rapidly growing company in an entrepreneurial, team-based environment.

Key Responsibilities

• Guide new customers on how and where to get started using JobTread effectively
• Monitor new account activity and proactively reach out to customers with low or limited engagement
• Direct customers to relevant resources, including recorded trainings and knowledge base articles
• Ensure customers are informed on how to contact support and connect with their Customer Success Manager
• Assign customers to appropriate email campaigns based on their profile and onboarding status
• Ensure accurate and complete customer data in Salesforce, including contact info, company website, primary industry, and specialty trades

Ideal Candidates

• 2+ years of experience in a customer-facing, support or onboarding role (SaaS experience a plus)
• Strong communication and organizational skills
• Excellent verbal and written communication skills
• Proactive, detail-oriented, and able to manage multiple onboarding activities at once
• Comfortable using Salesforce and other productivity tools (e.g., Slack, Zoom, HubSpot)
• Positive attitude and commitment to customer success
• Can be flexible with after-hours work on occasion for specific customer needs
• Familiarity with the construction industry is a plus

Perks

• Join a small, growing team as an early team member.
• Upward career mobility at a high-growth startup.
• Make an impact and advance your career development.
• Opportunity to become an innovator and solve real-world problems for construction.
• Creative and entrepreneurial working environment
• Work every day with successful, smart, and highly motivated people.
• Electronic standing/sitting desks with top of the line secondary monitors.
• Weekly Team Lunch, Happy Hours, and other team events.
• Casual dress code.
• Flexible schedule.

Benefits

• Dental, health, and vision insurance
• Paid training
• 401k plan + matching
• Vacation and other Paid Time Off
• Free access to an onsite workout facility

About JobTread

JobTread provides end-to-end construction management software that helps construction businesses manage all of their processes, from pre-construction through to project completion.

Our full suite of features includes everything construction businesses need to manage their jobs, team members, documents, photos, customers, vendors, and sub-contractors all in one place. And our budget-first approach creates financial transparency at every stage of a project. Get organized, complete your projects on time, and increase your profits with JobTread.

JobTread’s mission is to leverage technology to create more profitable construction companies. Come be a part of the fun and challenging environment at our headquarters conveniently located in Dallas, TX right off Interstate 635 & Coit Rd.

JobTread is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.