
Cofactr
Sr. onboarding project specialist
Manage the onboarding process for new customers, ensuring smooth transitions from Sales to Customer Success. Coordinate account setup, track project milestones, and facilitate enablement sessions.

Tessera Labs
·7 days agoTessera Labs
·7 days agoLocation
remote, United States
Commitment
Full Time
Level
Middle (2-4 years)
Location: Remote, United States
Experience: 3–5 years
Tessera Labs is redefining how enterprises modernize their most complex systems. Backed by Foundation Capital and built by leaders in AI (Artificial Intelligence) and enterprise transformation, Tessera delivers governed, multi-agent AI built specifically for ERP (Enterprise Resource Planning) modernization. Tessera compresses ERP modernization from years to weeks.
The Customer Onboarding Manager owns every new customer's path from the first handoff by our GTM (Go-To-Market) team to the day the customer is live in production. Your job is to make that path shorter, more predictable, and easier for the customer.
Today, the slowest part of a deal comes after the first sales conversation. Customers need internal approvals before a POC (Proof of Concept) can start: security questionnaires, compliance reviews, infrastructure and architecture questions, and procurement steps. Most of the delay sits on the customer's side, and some sits on ours. You will close both gaps.
You join the customer from the first call, build a shared onboarding plan, and track every open item until it is done. You chase approvals on the customer's side and pull in the right people on ours: GTM, TPM (Technical Project Management), Security, Compliance, and Infrastructure. You do not answer deep technical questions yourself; you make sure the right expert answers them on time.
You will also find the patterns behind the delays and fix them, turning one-off efforts into a repeatable onboarding process.
3–5 years of experience in customer onboarding, implementation management, customer success, project coordination, or a similar customer-facing role at a B2B (business-to-business) software company.
Excellent written and verbal communication, with the confidence to lead calls with customer stakeholders and follow up without being prompted.
A record of running several customer engagements at once and keeping each one on schedule.
Experience building processes from scratch, such as playbooks, checklists, and trackers, and getting other teams to use them.
Strong organization and follow-through, with a habit of clear written status updates.
Basic understanding of what enterprise security reviews, compliance requirements, and cloud deployments involve. You need to understand the questions well enough to route them; you do not need to answer them.
Comfort working across teams where you have influence but not direct authority.
Experience onboarding enterprise customers through security reviews, vendor due diligence, or procurement at an enterprise SaaS (Software as a Service) or AI company.
Familiarity with compliance frameworks such as SOC 2 (System and Organization Controls 2) or ISO/IEC 27001 (International Organization for Standardization / International Electrotechnical Commission 27001).
Exposure to regulated or government customers with long approval cycles.
Experience with project tracking tools such as Jira, Asana, or a CRM (Customer Relationship Management) system.
Background at a high-growth startup.

Cofactr
Manage the onboarding process for new customers, ensuring smooth transitions from Sales to Customer Success. Coordinate account setup, track project milestones, and facilitate enablement sessions.

CrewBloom
Guide new subscribers through the transition to our platform, managing multiple client projects on a defined timeline. Utilize structured spreadsheet templates and online meeting tools to ensure data quality. Conduct client-facing video calls for real-time instruction and support.

Fullsteam
Manage customer onboarding from initial welcome through implementation and ongoing support. Lead kickoff meetings, develop customized onboarding plans, and coordinate software setup.

BCM One
Manage partner onboarding from kickoff through launch, coordinating milestones and deliverables. Lead onboarding meetings and product demonstrations, and develop training materials and documentation. Partner with internal teams to resolve technical issues and improve onboarding processes.

Steno
Manage the onboarding journey for court reporters, overseeing credentialing, system setup, paperwork, and platform orientation. Monitor onboarding pipelines, identify stall points, and engage reporters proactively.

Opsahl Dawson
Lead onboarding phases for new CAS clients, create and manage project plans, conduct needs assessments, and serve as a liaison between teams and clients.

Ascend Partner Firms
Lead onboarding phases for new CAS clients, create and manage project plans, conduct needs assessments, and serve as a liaison between teams and clients.