Technical Onboarding Specialist

Summary

Join Enformion, a data and analytics company, as a Technical Onboarding Specialist on the Customer Success team. You will support Enterprise and Strategic Accounts, playing a critical role in a new onboarding program. This hands-on, client-facing position involves owning the onboarding experience for high-impact clients, ensuring seamless implementation of solutions. You will manage technical integrations, operational workflows, and cross-functional projects. The role requires managing timelines, milestones, and deliverables, while also contributing to process improvements and client feedback. This position is ideal for someone who thrives in fast-paced, collaborative environments and enjoys working directly with clients.

Requirements

• 2–5 years of experience in client onboarding, implementation, technical project coordination, or a similar operational role within a SaaS, data, or enterprise software environment
• Strong organizational, project management, and time management skills, with the ability to manage multiple concurrent client projects
• Excellent communication skills — both written and verbal — with an ability to distill technical details for a variety of audiences
• Demonstrated problem-solving skills, operational attention to detail, and a proactive, collaborative approach
• Comfortable working in a client-facing, fast-paced environment with evolving priorities

Responsibilities

• Serve as the primary point of contact for Enterprise and Strategic clients throughout the onboarding and deployment phases, ensuring an organized, responsive, and professional experience
• Gather and document client requirements, manage configuration of API access profiles, oversee SFTP/batch setups, and coordinate technical and operational readiness tasks
• Own the onboarding project plan — managing timelines, milestones, deliverables, and internal cross-functional alignment
• Ensure a seamless transition from Sales to Implementation to post go-live Support by maintaining clear documentation, thorough handoffs, and proactive issue resolution
• Coordinate technical implementation steps, including API credential setup, batch processing configurations, and system validation, ensuring enterprise client integrations are executed accurately and efficiently
• Troubleshoot onboarding issues, providing first-line support and collaborating with internal technical and product teams for escalations
• Document client-specific onboarding processes, configurations, and customizations to support long-term client success and operational continuity
• Actively contribute to building and refining a new enterprise onboarding program by shaping standard operating procedures, onboarding templates, playbooks, and best practices
• Partner with internal teams to identify and implement process improvements, standard operating procedures, and onboarding templates to drive operational efficiency and client satisfaction
• Actively contribute client feedback and onboarding insights to product, data, and technical teams to help inform product enhancements and platform optimization
• Participate in cross-functional initiatives aimed at scaling and refining the onboarding experience as the business grows

Preferred Qualifications

Experience with API integrations, SFTP configurations, or batch data processing is strongly preferred

Benefits

• Flexible PTO
• 6% 401K match
• 100% of the cost paid for the employee for medical, dental and vision
• 75% of of the cost paid for dependents for medical, dental and vision