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As an Onboarding Specialist at Diligent, you will play a critical role in shaping the early customer journey by guiding clients from implementation through adoption and ensuring they realize value quickly. This is a client-facing role where you'll manage multiple stakeholders and build strong customer relationships during one of the most important phases of the customer lifecycle.
Key Responsibilities:
- 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 from the platform
- 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
You'll work in a fast-paced, dynamic environment where no two projects are the same, coordinating with global teams and becoming a trusted advisor to clients during critical onboarding phases.
Requirements:
- 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