Customer Success Onboarding Specialist

Job Description:

Description

At Foley, we are revolutionizing the way companies recruit, screen, and monitor drivers. This is an exciting time for us as we scale our B2B vertical SaaS business and modernize our products for the future. If you are a strategic thinker who thrives in complexity, is energized by impact, and wants to work with a team passionate about building great products and helping customers, we would love to talk to you.

We believe in Teammateship, Grit and Innovation …. our core values. Whether collaborating internally or assisting customers, we approach every challenge with humor, optimism, and a commitment to success.

CUSTOMER SUCCESS ONBOARDING SPECIALIST

The Customer Success Onboarding Specialist supports the successful implementation and adoption of Foley’s software for corporate clients. This role works closely with Onboarding and Customer Success colleagues and internal Foley teams to prepare client-facing materials, oversee onboarding timelines and requirements, execute onboarding-required tasks, and maintain data accuracy.

The ideal candidate is detail-oriented, organized, and a strong communicator, capable of supporting both internal teams and client needs throughout the onboarding process.

This is a REMOTE option- Those residing in AZ, CT, FL, GA, IL, IN, MA, NE, NH, NJ, NY, NC, PA, SC, TN, TX, & WI are welcome to apply!

The compensation for this position starts at $20 per hour

WHAT YOU WILL DO

• Assist Corporate Onboarding Coordinators and Managers in developing client-facing presentations, documentation, and communications.
• Create and maintain detailed internal documentation and process guides to support cross-functional collaboration.
• Facilitate the implementation process for corporate customers by supporting onboarding milestones and deliverables.
• Gather and document customer-specific configuration requirements to inform Operations, Product, and Technology teams.
• Provide responsive, professional communication and follow-up with Corporate Onboarding clients via email, phone, and other channels to ensure satisfaction and support during account setup and implementation
• Coordinate and prioritize onboarding tasks, manage timelines, maintain project plans, and communicate status updates to both internal stakeholders and clients.
• Evaluate customer needs against project scope; track and manage project plans, schedules, and deliverables accordingly.
• Develop and maintain subject matter expertise on Foley’s products, services, and industry compliance requirements to provide professional and informed support.
• Ensure accuracy and completeness of customer records in core business systems (e.g., CRM, onboarding trackers).
• Collaborate closely with Customer Success Coordinators, Customer Success Managers, and other internal teams to fulfill customer needs promptly.
• Provide administrative support across onboarding and ongoing account management functions as needed.
• Safeguard Foley and customer data by adhering to company policies and privacy/security procedures.
• Take on additional tasks and responsibilities as assigned to support onboarding success and team goals.

WHAT WE’D LIKE YOU TO HAVE

• 1-3+ years of customer success or customer service experience
• Project management and/or customer onboarding experience preferred
• Basic Generative AI experience preferred
• Effective communication and people skills
• Strong work ethic and ability to innovate and think critically
• Ability to multitask effectively and work under pressure and meet deadlines
• Strong PC skills – proficiency in Microsoft Word, Excel, and Outlook required
• Exceptional organizational abilities and abilities to independently prioritize responsibilities

WHAT YOU’LL LOVE ABOUT FOLEY

The People: Our close-knit, exceptionally talented teams are the heart of Foley. Our employees and customers consistently highlight our team spirit. Check out our customer feedback on Trustpilot.

Outstanding Benefits: Choose from 3 medical plans, 2 levels of dental, and 2 levels of vision plans. Enjoy generous vacation, sick, and personal time off, plus a 401K plan with a match. We support your well-being so you can live your best life.

Ideas Over Egos: In our entrepreneurial environment, you have the freedom to explore new ideas and approaches, backed by a collaborative team.

Professional Growth: We prioritize internal growth and encourage employees to apply for new opportunities. Our People Operations team is here to help you plan and achieve your career goals.

Our Environment: We celebrate success and believe in transparency and teamwork. We invest in collaboration tools to ensure face-to-face interactions, even in a virtual space. Many of our roles are remote, but we ensure our employees remain engaged and connected.

What We Do, How We Do It

Many companies handle recruitment, background screening, and regulatory management in a fragmented way, using different vendors for recruitment, screening, and regulatory requirements. This approach is inefficient, costly, and increases the risk of overlooking important details.

At Foley, we offer a seamless platform that manages recruitment, screening, and regulatory requirements under one roof. By integrating powerful technology with our deep expertise, we provide comprehensive and superior experience for our customers.

Where We're Headed

We are continuously developing new solutions to address future challenges in recruitment, screening, and regulatory management. Our focus is on leveraging extensive data collection and innovative technologies, such as predictive analytics, to identify top talent and assess company risks. Our goal is to deliver cutting-edge solutions that drive success.

What It's Like to Work with Us

Diving Deep: Become an expert in a niche industry.

Continual Growth: Advance your career and skills.

Lifelong Friends: Build lasting relationships along the way.

We are a 250+ person company on the brink of explosive growth, thanks to our AI-powered technology and predictive analytics. If you're ready to join our journey, visit us at www.foleyservices.com

Keywords:

Customer Onboarding Specialist

Implementation Specialist

Client Onboarding Manager

Success Manager - Onboarding

Onboarding Coordinator

Customer Implementation Coordinator

Post-Sales Onboarding Specialist