Customer Onboarding Specialist

Topline Pro
Brooklyn, NY
On-siteCareer-pivot friendly

Who this role is best for

Best suited to candidates with customer-facing experience and strong communication skills working in the digital onboarding and service business domain.

Best fit for

  • Candidates with experience in customer-facing onboarding or support roles, especially in digital environments
    — “1+ year in a customer-facing role such as onboarding, support, or customer success preferred”
  • Individuals who can simplify technical processes and communicate them clearly to non-technical users
    — “Clear, friendly communicator who can explain technical steps in plain language”
  • Candidates who thrive in mission-driven environments and enjoy collaborative teamwork
    — “Love being part of a collaborative, mission-driven team building something that matters”

Things to consider

  • The role requires managing multiple onboarding sessions and following up with customers over time
    — “Strong organization skills with the ability to manage multiple onboarding sessions”
  • Spanish fluency is a significant advantage in this role, though not mandatory
    — “Fluent in English; Spanish fluency a strong plus”

How to stand out

  • Highlight experience in guiding non-technical users through digital setup processes
    — “Walk customers through connecting their Google Business and Facebook profiles and launching their Topline Pro site”
  • Emphasize your ability to troubleshoot and solve problems in real time
    — “Troubleshoot setup issues in real time and guide users through simple technical steps”
  • Showcase your proactive approach and ability to follow through on customer interactions
    — “Take pride in accuracy and following through on every customer interaction”
  • Demonstrate your openness to feedback and eagerness to learn new processes
    — “Eager to learn, open to feedback, and quick to apply new knowledge”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • high customer satisfaction
  • successful onboarding
  • positive feedback
Typical background
customer supportonboarding

Skills & requirements

Required

Customer OnboardingTechnical SupportCustomer CommunicationProblem-solving

Preferred

Multilingual Support

Stack & domain

Customer OnboardingTechnical SupportWebsite SetupCustomer SuccessCommunicationProblem-solvingTeam CollaborationLeadershipCustomer Relationship ManagementOnboarding

About the role

Original posting from Topline Pro via Ashby

📣 ROLE SUMMARY

At Topline Pro, we help small business owners build, manage, and grow their online presence — fast. As an Onboarding Specialist, you’ll be the welcoming guide who helps new customers take their first step toward success. You’ll turn what can feel like a technical hurdle into an easy, empowering experience — walking business owners through setup, helping them connect their websites and profiles, and ensuring they’re ready to shine online. Every successful onboarding you complete directly helps small businesses thrive and fuels Topline Pro’s mission to make it effortless for entrepreneurs to grow.

⚡ WHAT YOU'LL DO

  • Lead live onboarding sessions with new customers and ensure a smooth, successful setup
  • Walk customers through connecting their Google Business and Facebook profiles and launching their Topline Pro site
  • Troubleshoot setup issues in real time and guide users through simple technical steps
  • Follow up with customers to complete onboarding milestones within three weeks
  • Support Spanish-speaking customers to make onboarding accessible and inclusive
  • Collaborate closely with Sales, Customer Success, and Support to ensure a seamless customer journey
  • Share feedback and ideas to continually improve the onboarding experience and internal processes

🎯 WHAT WE’RE LOOKING FOR

  • 1+ year in a customer-facing role such as onboarding, support, or customer success preferred
  • Clear, friendly communicator who can explain technical steps in plain language
  • Strong organization skills with the ability to manage multiple onboarding sessions
  • Solid technical aptitude — quick learner and confident user of digital tools
  • Proactive and calm under pressure, with strong problem-solving instincts
  • Fluent in English; Spanish fluency a strong plus

🤗 WHO YOU ARE

  • Motivated by helping small business owners succeed online
  • Adaptable, curious, and thrive in a fast-paced environment
  • Take pride in accuracy and following through on every customer interaction
  • Eager to learn, open to feedback, and quick to apply new knowledge
  • Love being part of a collaborative, mission-driven team building something that matters

📅 HIRING PROCESS

  • Recruiter Screen
  • Onboarding Team Lead Screen
  • VP of Customer Success Screen
  • Case Study Onsite
  • Cofounder Screen

🙌 WHAT WE OFFER

  • $60K base salary + commissions + equity ($75k+ OTE)
  • Full Medical, Dental, and Vision Health Coverage
  • Computer and workspace enhancements
  • 401(k) plan (non-matching)
  • Unlimited vacation, 9 company holidays including election day, and 1 personal volunteer day a year
  • Company-paid Wellhub membership for fitness and wellness
  • Dinner covered with Uber Eats + a stocked kitchen to keep you fueled
  • Opportunity to take on significant responsibility and ownership in scaling a product that can change the lives of home service pros

🤝 OUR VALUES

  • No Bullsh*t: We create meaningful results for our customers and drive growth for our team—ensuring progress and impact are felt every day. Our focus, both internally and externally, is on delivering genuine value rather than superficial solutions or benefit without purpose.
  • Think Big, Learn Fast: We move quickly, acting on data to uncover insights and solutions. We embrace risks, knowing every experiment fuels growth—even when it doesn’t go as planned.
  • One Team, One Dream: We tackle challenges together with creativity, and an open mind—always seeking solutions and embracing fresh ideas to win as a team.
  • Empower Every Voice: We welcome diverse perspectives and bold ideas, creating space for authenticity and respect—because great ideas come from everywhere.
  • Be an Owner: We take responsibility for outcomes, act in the company’s best interest, and treat every dollar as our own. We move with urgency, think long-term, and take pride in driving impact.
  • Boom!: We take time to celebrate each other’s achievements, big and small—at work and in life—because shared success fuels lasting momentum. And we end all team meetings in a “Boom!”

🏠 ABOUT TOPLINE PRO

We're building an AI-powered Shopify for service businesses. We help service pros (e.g., roofers, landscapers, painters, cleaners) acquire direct business, fast. Up and running within minutes using Gen AI, our digital storefront products help pros get discovered, trusted, and booked repeatedly.

Topline Pro was co-founded by Nick Ornitz https://www.linkedin.com/in/nick-ornitz-766935a5/ (CEO) and Shannon Kay https://www.linkedin.com/in/shannonekay/ (COO), with an excellent team of 120+ rockstars and plans to expand further in 2026. We serve thousands of local service businesses and were named one of the top 50 Tech Companies building for SMBs in 2023 and 2024 https://www.prnewswire.com/news-releases/topline-pro-named-to-2023-smbtech-50-301805646.html.

We're YC-backed and well-funded, with several years of runway, and we've experienced rapid growth over the past year. We're in a phenomenal position to scale, with the financial foundation, product-market fit, and momentum to go big. You'll be joining at an inflection point, where the groundwork is laid, and the path to massive impact is clear.

We believe "great candidates" do not come about simply from a check mark next to past experience. We believe in hiring people, not just skills. Even if you do not check every box but find excitement at the prospect of working with us in this capacity, please apply.

Topline Pro is committed to building an inclusive workplace and assembling a team from diverse backgrounds. We ensure that individuals with disabilities receive reasonable accommodation throughout the application and interview process. We strongly encourage applications from underrepresented candidates and those from nontraditional backgrounds.

Source: Topline Pro careers (Ashby)

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