Onboarding Specialist
Granum
full-time
Required skills
- onboarding
- client management
- customer success
- client training
- problem-solving
- documentation
About the role
As our Onboarding Specialist, you are the first impression. You're the trusted guide who transforms new clients into confident, empowered users. From day one, you play a pivotal role in shaping the client experience - ensuring their first 90 days are seamless and set a strong foundation for long-term success.
This is more than a support role - it's a high-impact opportunity to build relationships, drive meaningful value, and directly influence client satisfaction and retention. Through personalized onboarding, clear communication, and attention to detail, you help our customers unlock the full potential of our platform.
Key Responsibilities:
Serve as the primary point of contact for new clients throughout their first 90 days of onboarding.
Build strong initial relationships that set the tone for long-term client success and satisfaction.
You'll guide new customers through the onboarding process, creating a positive and confident start to their journey with our platform.
Conduct virtual one-on-one training sessions to educate and empower clients on using our platform and services effectively.
Deliver personalized, hands-on training that helps clients understand not just how to use the platform, but how to apply it to their specific business needs.
These sessions build confidence, drive early product adoption, and lay the foundation for long-term success by showing clients how to achieve real value from day one.
Identify client needs, track progress, and proactively address potential roadblocks to ensure long-term success.
Take a consultative approach to problem-solving by anticipating challenges and offering solutions before they become issues.
Your proactive support helps reduce churn and boosts customer satisfaction and loyalty.
Maintain accurate client records and documentation across platforms.
Ensure all client interactions and milestones are properly documented for cross-functional visibility.
Accurate records support a consistent experience across teams and help drive data-informed decisions.
About Granum
With the combined strengths of SingleOps, Landscape Management Network (LMN), and Greenius, we lead the way in all-in-one business management solutions for the green industry. Every day, thousands of professionals in landscaping, tree care, design/build, snow removal, irrigation, and more rely on our tools to transform their business operations. From managing customer records and creating estimates to scheduling crews, processing payments, and gaining insights into real-time profitability—our software does it all. Together, our customers have processed over $4 billion in revenue, driving forward the green industry's digital evolution.
As a team, we're on a mission to reshape an age-old industry, and we're looking for people who thrive on challenging and meaningful work. Our environment is highly collaborative, innovative, and supportive, with a shared commitment to having fun while making an impact. We live by our core values: We Before Me, The Extra 1%, Bias to Act, Unconditional Transparency, Accountable to Outcomes, and Forgiveness. If this resonates with you, we'd love to meet you and explore how you can help us build the future of the green industry!
This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.