Onboarding Specialist, Team Lead

Who are we?

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place!

We’re on a mission to revolutionize our industry by “automating everything but holding the wrench”, providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.

Who are you?

The Onboarding Team Lead plays a critical role in ensuring the onboarding team delivers a consistent, high-quality experience that drives customer adoption and long-term success. This individual reports into and serves as the operational partner to the Onboarding Manager, supporting the day-to-day execution of the team while maintaining strong organization, process adherence, and positive team energy. The ideal candidate is highly organized, proactive, and enjoys helping others succeed. They bring strong operational discipline and a positive, motivating presence that elevates team performance.

Responsibilities

• Lead and Manage: Partner with the Manager of Onboarding to build and direct a high-performing team of Onboarding Specialists. Foster a collaborative and supportive environment where your team thrives.
• Recruit, Train, and Develop: Assist in recruiting top talent and cultivate your team's skills through ongoing training and development initiatives. Empower your team to deliver exceptional onboarding experiences.
• Optimize the Onboarding Process: Continuously refine and improve the onboarding journey based on data, customer feedback, and industry best practices. Ensure a smooth and efficient onboarding experience.
• Craft Engaging Content: Develop and deliver compelling onboarding training materials, including presentations, demos, and knowledge base articles, to effectively engage new customers.
• Collaborate Cross-Functionally: Partner seamlessly with Sales, Product, and Engineering teams. Ensure alignment on the onboarding process, address customer needs, and deliver a frictionless handoff from pre-sales to onboarding.
• Measure and Report: Track and analyze key onboarding metrics, such as time-to-value, customer satisfaction, product adoption, and HyperCare outcomes. Translate data insights into actionable reports to demonstrate the program's impact.
• Become a Customer Journey Expert: Cultivate a deep understanding of the customer lifecycle and best practices in customer onboarding, Go Live readiness, and post-launch adoption.
• Stay Product-Savvy: Continuously learn about the latest product features and best practices. Evolve into a product expert to confidently guide new customers and address their inquiries.
• Retain At-Risk Customers: Partner with customers who are showing signs of disengagement or risk during the onboarding phase. Collaborate with internal stakeholders to develop and execute tailored intervention strategies, including outreach, re-engagement plans, and escalation paths, to stabilize and advance at-risk accounts before they churn.
• Own the Full Customer Journey Through HyperCare: Oversee the complete customer lifecycle from initial onboarding through the HyperCare phase post-Go Live. Ensure customers not only reach a successful launch but continue to deepen product adoption and realize measurable value during the critical first month after going live. Define success milestones, track progress, and coordinate with your team to deliver a seamless, high-touch experience that bridges onboarding and long-term retention.
• Champion Customer Focus: Foster a customer-centric culture within the Onboarding team. Ensure all efforts prioritize creating exceptional customer experiences from first touchpoint through HyperCare graduation.

This is a hybrid role working Tues, Wed and Thurs in our Austin office and Mon and Fri working remote.

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.

Why You’ll Love Being a Workizer:

• Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!
• Collaborative Excellence: We foster a culture of teamwork where exceptional achievers and quick learners can thrive. Together, we deliver impactful results.
• Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.
• Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.
• Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.
• We take our work seriously, but we know how to let loose and celebrate our wins!

Perks

• Fuel Your Flow: Stay energized with a fully stocked kitchen featuring premium coffee and a curated selection of snacks.
• Beyond the Desk: We’re big on culture. From our monthly Book Club to catered lunches and hosted happy hours, we make space for real connection.
• Recharge at the Terrace: Access a premier, tenant-exclusive suite designed for more than just work. Includes a state-of-the-art fitness and yoga studio, a social lounge with a golf simulator, and quiet spaces to recharge.

Compensation and Benefits

Market-level compensation based on experience: $90,000 - $110,000 OTE

Workiz provides a comprehensive benefits package, featuring employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage options, and a 4% match on 401k contributions.

Sick Leave: 5 days per year

Vacation Leave: 14 days per year (that grows with tenure!) plus 2 Floating Holidays to use each year

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

REQUIREMENTS

• 3+ years in customer onboarding, customer success, or implementation within a SaaS environment.
• 1+ years in a team lead or supervisory role with a proven ability to develop and motivate others.
• Demonstrated success managing customers through full onboarding lifecycles, including at-risk intervention and post-Go Live HyperCare programs.
• Deep understanding of the onboarding lifecycle from pre-sales handoff through Go Live and HyperCare.
• Familiarity with customer health scoring, churn signals, and at-risk remediation strategies.
• Experience designing post-launch adoption programs that drive measurable value realization.
• Proven ability to recruit, coach, and hold accountable a high-performing team in a fast-paced environment.
• Strong cross-functional partnership skills across Sales, Product, and Engineering.
• Ability to foster a collaborative, inclusive, and customer-first team culture.
• Proficient in tracking onboarding KPIs such as time-to-value, CSAT, adoption rates, and churn risk.
• Experience building scalable onboarding processes, playbooks, and enablement content
• Proficiency in CRM platforms (HubSpot preferred) and Customer Success tools with the ability to leverage data, health scores, and automation to efficiently manage and prioritize a large pipeline.
• Highly organized with the ability to manage competing priorities in a dynamic, scaling environment.

Bonus Points:

• SDR/AE/AM/CS experience
• Experience in both start-ups and established companies
• Knowledge of business processes, departments, and stakeholders
• Field Service Business Exposure