Software Onboarding Specialist

  • Full-time

Company Description

Touchwork is a leading software solutions provider dedicated to delivering innovative and user-friendly products to our clients. We are committed to helping businesses optimize their operations and achieve their goals through our cutting-edge software solutions. As a Software Onboarding Specialist, you will play a vital role in ensuring a seamless transition for our clients as they implement our software into their organizations.

Job Description

We are seeking a highly skilled and customer-focused Software Onboarding Specialist to join our team. In this role, you will be responsible for guiding clients through the onboarding process, ensuring a smooth and successful adoption of our software. You will work closely with clients to understand their unique business needs, configure the software accordingly, provide training, and offer ongoing support during the implementation phase. Your expertise, attention to detail, and exceptional communication skills will be instrumental in ensuring client satisfaction and driving the success of our software solutions.


  1. Client Onboarding: Collaborate with clients to understand their business requirements, configure the software accordingly, and develop a customized onboarding plan.
  2. Training and Education: Conduct comprehensive training sessions for clients to ensure they understand the software's features, functionalities, and best practices.
  3. Technical Support: Provide prompt and effective technical support to clients during the onboarding process, troubleshooting any issues that may arise and ensuring a smooth implementation.
  4. Relationship Building: Cultivate strong relationships with clients, acting as a trusted advisor and maintaining regular communication to ensure their needs are met throughout the onboarding process.
  5. Documentation: Create and maintain accurate documentation, including user guides, FAQs, and training materials, to facilitate client self-service and knowledge sharing.
  6. Continuous Improvement: Gather client feedback and insights, identify opportunities for improvement in the onboarding process, and collaborate with the product and development teams to enhance the software's functionality and user experience.
  7. Cross-Functional Collaboration: Collaborate with the sales, product, and support teams to ensure a seamless handover from the sales process to onboarding, and provide ongoing support post-onboarding when needed.
  8. Stay Updated: Keep abreast of industry trends, emerging technologies, and best practices related to software onboarding and customer success, and share knowledge within the team.


  • Proven experience in software onboarding, implementation, or customer success roles.
  • Strong technical aptitude and the ability to quickly learn and understand complex software systems.
  • Excellent communication skills, both verbal and written, with the ability to effectively explain technical concepts to non-technical clients.
  • Exceptional problem-solving and troubleshooting abilities.
  • Strong customer focus and a passion for delivering exceptional client experiences.
  • Ability to work independently, prioritize tasks, and manage multiple client onboarding projects simultaneously.
  • Familiarity with project management methodologies and tools.
  • Proficiency in relevant software applications, CRM systems, and collaboration tools.
  • Previous experience in the software industry or working with software development teams is a plus.

Additional Information

Compensation is based on a base salary per month plus commission. This is a remote position, and the person may be expected to travel to industry events. Travel and accommodation costs will be covered by Touchwork.

All your information will be kept confidential according to EEO guidelines.

Join our dynamic team and play a key role in ensuring the successful adoption of our software solutions by our valued clients. Apply now and contribute to the growth and success of Touchwork.