[Remote] Onboarding Specialist, Digital Solutions
Note: The job is a remote job and is open to candidates in USA. Cvent is a leading meetings, events, and hospitality technology provider, seeking an Onboarding Specialist, Digital Solutions to lead new customers through a seamless onboarding experience. This role focuses on driving adoption, delivering value, and enabling long-term customer success by providing expert support and training to clients transitioning onto the Goldcast platform.
Responsibilities
• Deliver inclusive, engaging onboarding and training sessions that equip clients with the knowledge and tools needed to be successful on the Goldcast platform
• Coordinate implementation projects from kickoff through go-live, ensuring clients are informed, engaged, and on track at each stage of the onboarding lifecycle
• Develop strong product knowledge and serve as a trusted resource to clients, clearly explaining platform features, use cases, and best practices in accessible, business-friendly terms
• Maintain regular, proactive communication throughout onboarding to drive momentum and ensure a strong client experience, with no client going more than seven days without a meaningful touchpoint
• Partner closely with Product, Engineering, and Support teams to help coordinate and execute key integrations (e.g., Salesforce, Marketo, HubSpot, Pardot, webhooks)
• Act as the voice of the customer by sharing structured feedback and insights that help refine onboarding processes, improve documentation, and inform product direction
• Maintain accurate implementation records, project plans, and documentation to enable smooth handoffs and a consistent post-onboarding client experience
• Manage a portfolio of onboarding clients, providing high-touch, personalized support and clear, consistent communication tailored to each client’s goals and timelines
• Use internal systems, trackers, and project management tools to ensure each implementation stays on schedule and no customer falls behind
• Help clients complete onboarding feeling confident, empowered, and ready to manage their own events independently on the platform
Skills
• 2+ years of professional experience in implementation, customer onboarding, customer success, support, or project/account coordination, ideally in a B2B SaaS or technology-driven environment
• Comfort working with digital tools and software platforms, with the ability to explain concepts in simple, accessible ways to non-technical users
• Strong organizational skills and attention to detail, with the ability to manage tasks across multiple clients and keep work on track against timelines
• Demonstrated ability to build rapport with diverse client stakeholders and adjust onboarding approaches to meet their specific goals and needs
• Excellent verbal and written communication skills, with an approachable, client-friendly style
• Problem-solving mindset with the ability to identify issues early, think critically, and contribute to practical solutions
• Self-motivated, reliable, and comfortable working in a fast-paced, often remote-first environment with guidance but limited day-to-day supervision
• Comfortable navigating software platforms, tools, and integrations (e.g., Salesforce, Marketo, HubSpot) and supporting clients through basic technical setup and troubleshooting
• Dedicated to delivering an exceptional client experience and advocating for client needs throughout the onboarding journey
• Able to manage concurrent onboarding projects, prioritize effectively, and maintain momentum when working against multiple deadlines
• Collaborative mindset, with the ability to work effectively across Product, Engineering, and Support teams to ensure a cohesive onboarding experience
• Continuous improvement orientation, with interest in enhancing systems, workflows, and documentation to drive scalability and repeatability in implementation
• Ability to thrive in a dynamic, fast-moving environment and adapt quickly to changes in tools, processes, or client expectations
• Bachelor's degree in a relevant field (such as business, communications, marketing, or technology) is preferred but not required; equivalent practical experience will also be considered
Company Overview
• Join #CventNation! www.cvent.com/careers What We Do: Cvent is a global market-leading meetings, events, & hospitality technology provider. It was founded in 1999, and is headquartered in Sydney, New South Wales, AUS, with a workforce of 5001-10000 employees. Its website is https://ey.cvent.com/events/ey-foundry/event-summary-1da29c256933470b9b6e1baaf996fba2.aspx.
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Responsibilities
• Deliver inclusive, engaging onboarding and training sessions that equip clients with the knowledge and tools needed to be successful on the Goldcast platform
• Coordinate implementation projects from kickoff through go-live, ensuring clients are informed, engaged, and on track at each stage of the onboarding lifecycle
• Develop strong product knowledge and serve as a trusted resource to clients, clearly explaining platform features, use cases, and best practices in accessible, business-friendly terms
• Maintain regular, proactive communication throughout onboarding to drive momentum and ensure a strong client experience, with no client going more than seven days without a meaningful touchpoint
• Partner closely with Product, Engineering, and Support teams to help coordinate and execute key integrations (e.g., Salesforce, Marketo, HubSpot, Pardot, webhooks)
• Act as the voice of the customer by sharing structured feedback and insights that help refine onboarding processes, improve documentation, and inform product direction
• Maintain accurate implementation records, project plans, and documentation to enable smooth handoffs and a consistent post-onboarding client experience
• Manage a portfolio of onboarding clients, providing high-touch, personalized support and clear, consistent communication tailored to each client’s goals and timelines
• Use internal systems, trackers, and project management tools to ensure each implementation stays on schedule and no customer falls behind
• Help clients complete onboarding feeling confident, empowered, and ready to manage their own events independently on the platform
Skills
• 2+ years of professional experience in implementation, customer onboarding, customer success, support, or project/account coordination, ideally in a B2B SaaS or technology-driven environment
• Comfort working with digital tools and software platforms, with the ability to explain concepts in simple, accessible ways to non-technical users
• Strong organizational skills and attention to detail, with the ability to manage tasks across multiple clients and keep work on track against timelines
• Demonstrated ability to build rapport with diverse client stakeholders and adjust onboarding approaches to meet their specific goals and needs
• Excellent verbal and written communication skills, with an approachable, client-friendly style
• Problem-solving mindset with the ability to identify issues early, think critically, and contribute to practical solutions
• Self-motivated, reliable, and comfortable working in a fast-paced, often remote-first environment with guidance but limited day-to-day supervision
• Comfortable navigating software platforms, tools, and integrations (e.g., Salesforce, Marketo, HubSpot) and supporting clients through basic technical setup and troubleshooting
• Dedicated to delivering an exceptional client experience and advocating for client needs throughout the onboarding journey
• Able to manage concurrent onboarding projects, prioritize effectively, and maintain momentum when working against multiple deadlines
• Collaborative mindset, with the ability to work effectively across Product, Engineering, and Support teams to ensure a cohesive onboarding experience
• Continuous improvement orientation, with interest in enhancing systems, workflows, and documentation to drive scalability and repeatability in implementation
• Ability to thrive in a dynamic, fast-moving environment and adapt quickly to changes in tools, processes, or client expectations
• Bachelor's degree in a relevant field (such as business, communications, marketing, or technology) is preferred but not required; equivalent practical experience will also be considered
Company Overview
• Join #CventNation! www.cvent.com/careers What We Do: Cvent is a global market-leading meetings, events, & hospitality technology provider. It was founded in 1999, and is headquartered in Sydney, New South Wales, AUS, with a workforce of 5001-10000 employees. Its website is https://ey.cvent.com/events/ey-foundry/event-summary-1da29c256933470b9b6e1baaf996fba2.aspx.
Apply Now
Apply Now