Own new customer journey, lead onboarding calls, configure accounts, and build training materials. 2+ years B2B SaaS onboarding experience required.
Key Highlights
Key Responsibilities
Technical Skills Required
Benefits & Perks
Nice to Have
Job Description
*Please read the end of the job description - you will not be considered if you do not send an email with the required information*
About Us:
One Step is the #1 software powering thousands of group homes across the United States. Our management software helps programs that help others reacclimate into society after seeking treatment for addiction or mental health. We love empowering programs who help others!
What We Are Looking For:
One Step is hiring a hands-on Onboarding Specialist to own the journey from "just signed up" to the client using One Step in all aspects of their business. This is an individual-contributor, builder role. You will personally run onboarding calls, configure customer accounts, build the training materials, and design the processes that turn new signups into successful, long-term customers.
We're looking for someone who has done this before and who enjoys guiding and teaching customers how to use and integrate a new technology into their current workflows.
Responsibilities:
- Own the new customer journey.
- Define, build, and continuously improve the onboarding experience from signup through full adoption, with clear milestones and measurable activation goals.
- Lead kickoff and training calls, configure accounts, migrate customer data, and get every new program live quickly and confidently.
- Advise clients on how to use our features to help their day-to-day operations.
- Build scalable resources.
- Create help docs, video walkthroughs, templates, and self-serve flows so onboarding gets faster and better without needing more headcount.
- Leverage AI tools to produce training materials faster, personalize onboarding at scale, and operate with the output of a much larger team.
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What We're Looking For:
- 2+ years in customer onboarding, implementation, or customer success at a B2B SaaS company, with demonstrated results activating and retaining customers.
- Experience at a startup is preferred.
- Experience with small businesses preferred.
- Hands-on operator experience - you have personally run onboarding calls, configured customer accounts, written help documentation, and owned activation outcomes — not just managed others who did.
- A gift for teaching non-technical users - you can make software feel simple to someone who's busy, skeptical, and not tech-savvy.
- You love automating processes and streamlining operations
- You are metrics driven - you know how to track retention and react to numbers
- You have empathy for clients
- You enjoy being kind to everyone and want to help everyone
- You are an entrepreneur at heart and are excited about a role that doesn't have a monotonous script or strict guidelines for you to follow.
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Benefits:
- Health Insurance
- 401k + Company Match
- Monthly Team Bondings
- 100% Remote
- Flexible PTO
- Flat organizational structure — no hierarchy or annoying layers of approval before you can make a decision
How To Apply: YOU WILL NOT BE CONSIDERED IF YOU DO NOT DO THE FOLLOWING
Send an email to [email protected] with the following:
- (1) LinkedIn profile link
- (2) Describe 1 tactic/strategy that you implemented in your last role that increased retention
- (3) Describe 1 tactic/strategy you used to engage a sleeping bear ("an account that doesnt use the software to its potential")
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