Onboarding Specialist I

Here’s a summary of the role: Love helping customers succeed? Thrive in fast-paced, client-facing environments where no two projects are the same? As an Onboarding Specialist , you’ll play a critical role in shaping the early customer journey—guiding clients from implementation through adoption and ensuring they realize value quickly. If you’re someone who enjoys project coordination, delivering impactful client training, managing multiple stakeholders, and building strong customer relationships, this could be your next great move. This is an opportunity to work with clients, senior stakeholders, and global teams while becoming a trusted advisor during one of the most important phases of the customer lifecycle. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Own and manage the end-to-end onboarding experience for assigned customers, ensuring a seamless transition from sale to adoption Lead onboarding projects by coordinating timelines, milestones, and internal stakeholders to deliver successful outcomes Deliver engaging product onboarding sessions and training to help customers quickly adopt and maximize value Configure customer environments and guide clients through setup and best-practice implementation Build trusted relationships with stakeholders including administrators, business leaders, and senior client contacts Partner cross-functionally with Customer Success, Product, Support, and Sales teams to resolve challenges and improve customer outcomes These are the essentials you’ll need to get an interview: 3–5 years of experience in customer onboarding, implementation, project coordination, or customer success Strong client-facing communication and presentation skills, with confidence engaging senior stakeholders Proven ability to independently manage multiple onboarding projects in a fast-paced environment Experience coordinating cross-functional teams and driving timelines to completion Strong organizational skills with a proactive, self-driven approach Excellent English verbal and written communication skills It would be great if you had these too, but we’ll support you if you don’t: Experience working in SaaS, software implementation, or B2B technology environments Exposure to governance, compliance, legal technology, or entity management solutions Experience working with enterprise customers or global accounts Prior experience in product adoption, customer enablement, or implementation training About Us Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster. At Diligent, we're building the future with people who think boldly and move fast. Whether you're designing systems that leverage large language models or part of a team reimaging workflows with AI, you'll help us unlock entirely new ways of working and thinking. Curiosity is in our DNA, we look for individuals willing to ask the big questions and experiment fearlessly - those who embrace change not as a challenge, but as an opportunity. The future belongs to those who keep learning, and we are building it together. At Diligent, you’re not just building the future - you’re an agent of positive change, joining a global community on a mission to make an impact. Learn more at diligent.com or follow us on LinkedIn and Facebook What Diligent Offers You Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few We have teams all over the world . We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney. Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of