Onboarding Specialist

As a crucial part of our partner’s Product team, the Onboarding Specialist plays a key role in delivering an exceptional experience for new and existing clients. Our partner is a software development company, and this team oversees the end-to-end onboarding process, ensuring clients seamlessly adopt the company’s software solutions and make full use of their capabilities. Additionally, the Onboarding Specialist will gather valuable customer feedback to help refine the company’s products and align them with client needs. With an extensive portfolio that includes CRM, marketing automation, finance, custom solutions, and business intelligence tools, our partner empowers organizations of all sizes to run their businesses with cutting-edge technology. In this role, you will help customers get the most out of the company’s ecosystem by understanding their workflows, tailoring solutions, and enhancing the overall user experience.

Responsibilities:

• Act as the customer’s primary contact post-sale, ensuring a warm and structured onboarding experience.
• Conduct tailored onboarding sessions (mainly online) to train users on the company's solutions and help them reach their business goals.
• Lead live product trainings and workshops for new users and teams when required.
• Understand customer objectives and design a personalized onboarding plan aligned with their needs.
• Provide best practices, product recommendations, and workflow guidance to accelerate customer success.
• Track onboarding progress and ensure successful handoff to Support team.
• Contribute to documentation, knowledge base content, and customer training material.
• Collaborate internally to improve onboarding processes and customer experience.

Requirements

• 2+ years in Customer Success, Onboarding, Training, Implementation, or similar client-facing/technical roles.
• Strong presentation and facilitation skills (virtual and live).
• Proven experience delivering technology training or onboarding programs.
• Comfortable working with a variety of business profiles (SMBs, mid-market, enterprise).
• Bachelor’s degree or equivalent experience in business, communication, or technology.
• Fluency in English (internal) and German (customer-facing).
• Strong communication and relationship-building skills with a customer-first mindset.
• Ability to manage multiple onboarding projects simultaneously.
• Fast learner with solid technical curiosity and product knowledge aptitude.
• Capable of identifying customer needs and adapting onboarding accordingly.
• Experience with CRM or SaaS platforms.
• Organized, self-driven, and comfortable in a fast-paced, evolving environment.

Benefits

• Competitive salary package aligned with candidate's qualifications, experience, and the market value of the role.
• Supportive and inclusive team and colleagues.
• MacBook, mobile and paid SIM.
• Company provided lunch.
• Permanent Contract after the successful completion of the probationary period.
• A vibrant international environment.
• Reimbursement of approved business expenses.
• Opportunity to work with a global team and contribute to the growth of a leading technology company.

It is important for the applicant to hold a national or EU passport, have a valid work authorization and be within commutable distance. The successful candidate will be subjected to background verification in compliance with the national legislation and market standards.

Data Processing:

Serendi SA is proud to be an equal opportunities employer. We are committed to providing equal access to employment opportunities to all prospective employees within the recruitment process. The Group complies with and supports all national and local laws pertaining to non-discrimination. Please note that the Group is supported by Serendi for Talent Acquisition Services. Your data is handled according to the compliance guidelines of the Group. Please see the Recruitment Data Privacy Statement for more information. If you have any questions your recruiter will be happy to help. www.serendi.com (Serendi SA, Avenue de la Gare 2, CH-1700 Fribourg)