Client Onboarding Specialist (Onsite)
At a glance
Mid-level Customer Success role at FRONTSTEPS. Denver · full-time · $60,000–$80,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Run many SaaS implementations from contract handoff through configuration, launch, billing, and customer transition
- Convert business needs into software settings, data mappings, and workflow designs that work accurately
- Write step-by-step SOPs and lead structured group training for nontechnical customer stakeholders
- Coordinate with Sales, Customer Success, and Finance to keep onboarding and initial billing moving smoothly
- Use AI, automation, troubleshooting, and onboarding metrics to improve delivery speed and playbooks
What you bring
- You have implemented or technically onboarded clients in a B2B SaaS setting
- You understand software architecture, data movement, configuration logic, and troubleshooting
- You have led group customer training and created detailed user documentation
- You can manage more than twenty active customer projects without losing detail
- You have used AI tools, automated workflows, CRM platforms, and project tracking software
Who this fits
This role suits a technically minded, client-facing implementation specialist who enjoys autonomy, structured execution, and high-volume project ownership. You will work full time on-site at the Denver headquarters and manage the work as an individual contributor. HOA, property management, or community association software experience is a plus.
From the employer
POSITION OVERVIEW
Position: Solution Delivery Specialist
Location: Full-Time Onsite | Denver, CO Headquarters
Compensation: $60,000 - $80,000 / year
Are you a technically minded operator who loves solving complex software puzzles, creating seamless processes, and driving fast-paced execution?
At FRONTSTEPS, the Solution Delivery Specialist is the critical bridge between a signed contract and active, revenue-generating software adoption. This is not a passive customer service role—it is a high-impact, professional services position for a technical problem solver who thrives on autonomy, loves translating complex system configurations into clear, simple customer SOPs, and takes pride in being a top performer.
In this role, you will own a high-volume portfolio of SaaS implementations from post-contract handover straight through to successful go-live, billing initiation, and long-term customer enablement. You will leverage modern AI-powered tools, automation, and structured customer training to accelerate time-to-value while delivering an elite onboarding experience.
WHAT DRIVES SUCCESS IN THIS ROLE
You inherently enjoy digging into software settings, data structures, and integrations to make systems work seamlessly.
You can take complex, technical software workflows and distill them into simple, highly structured, and easily digestible SOPs and group training sessions for non-technical stakeholders.
You hold yourself to high standards, take pride in managing a high-volume active portfolio (upward of 20+ simultaneous projects), and love hitting performance benchmarks.
You understand that an implementation is only complete when the client is fully onboarded, trained, satisfied, and successfully transitioned into the active billing cycle.
ESSENTIAL FUNCTIONS
Independently manage a high-volume portfolio of simultaneous SaaS implementations, owning configuration, timeline execution, and client readiness.
Translate customer business requirements into accurate software configurations, data mappings, and workflow setups.
Create clear, repeatable SOPs and deliver engaging, structured group-facing training sessions that build client confidence and drive rapid platform adoption.
Partner closely with Sales, Customer Success, and Finance to ensure a seamless post-contract transition, rapid time-to-value, and zero friction in the initial billing cycle.
Actively use AI tools and modern automation to streamline onboarding workflows, eliminate manual administrative tasks, and increase portfolio velocity.
Troubleshoot software configuration issues, investigate data discrepancies, and provide clear technical guidance to ensure clients maximize product value.
Continuously analyze onboarding metrics to refine delivery playbooks, document best practices, and elevate the team's operational performance.
SKILLS & QUALIFICATIONS
Proven track record in a client-facing implementation, technical onboarding, or solution delivery role within a B2B SaaS environment.
Strong technical aptitude with a natural desire to understand software architecture, data flows, and configuration logic.
Direct experience leading structured, group-facing customer training sessions and authoring step-by-step user documentation.
Demonstrated ability to manage 20+ active, parallel customer projects with high attention to detail and zero dropped balls.
Clear understanding of how onboarding velocity directly impacts ARR recognition, customer retention, and the billing cycle.
Hands-on experience or genuine comfort using AI tools and automated workflow platforms to optimize daily output.
Experience with CRM platforms (Salesforce preferred), project tracking software, and standard SaaS productivity tools.
HOA, Property Management, or Community Association software experience is a strong plus.
WHY FRONTSTEPS?
We offer a high-energy, in-office culture at our Denver headquarters where individual contribution is visible and high performance is rewarded. If you are looking for a role where your technical execution directly impacts company growth, team success, and customer satisfaction, we want to hear from you.
Benefits for Full Time roles include the following:
· 100% company paid onsite employee parking
· Medical, Dental, and Vision
· Company-sponsored Life Insurance
· Voluntary Short-Term Disability, Long-Term Disability, and Life Insurance
· FSA/HSA
· Paid Time Off
· Sick Time
· 401k match
FRONTSTEPS is proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, protected veteran status, or disability status.
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