SaaS Customer Onboarding Specialists, Workwize
Client facing, CSM team
$70-90k
3 days a week in office
Global IT hardware management
Open for applications
Global IT hardware management
101-200 employees
Open for applications
$70-90k
3 days a week in office
101-200 employees
Company mission
To unlock boundless opportunities for a global workforce.
Role
Who you are
- If you're energized by ownership, impact, and scaling something from day one, we’d love to talk
- This role requires strong technical acumen, excellent time and project management skills, and outstanding communication abilities
- Ideal candidates will have a background in IT infrastructure or SaaS environments and be confident in managing multiple onboarding projects simultaneously while collaborating closely with our Sales, Product, Operations and Technical Teams
- Experience: 2+ years in onboarding, implementation, customer success, or a technical account management role within a SaaS or tech company
- Technical Fluency: Familiarity with IT infrastructure, SaaS platforms, APIs, and software integrations. Able to understand technical client environments and requirements
- Time Management: Highly organized, capable of juggling multiple onboarding projects with competing deadlines
- Communication: Exceptional interpersonal and communication skills—clear, empathetic, and confident with both technical and non-technical stakeholders
- Presentation Skills: Comfortable leading client-facing demos, training sessions, and status calls
- Problem Solver: Able to think critically, troubleshoot effectively, and deliver practical solutions quickly
- Process Mindset: Experience owning or contributing to onboarding processes, workflow optimization, and internal tooling improvements
- Team Player: Collaborative attitude with a desire to contribute to a high-performing, fast-paced Customer Success team
Desirable
- Experience with tools like HubSpot, Notion, Slack, and project management platforms such as Monday.com
- Prior background as an Technical Trainers, IT/System administrator, or similar tech-heavy role
- Familiarity with remote-first or distributed company environments
What the job involves
- Join our team as the Customer Success in the US for our fast-growing, SaaS scale-up
- We’re expanding into North America and looking for a strategic, hands-on Onboarding Specialist to join our CSM team
- You'll work closely with our customers to drive adoption, retention, and growth—building lasting partnerships while helping shape how we do Customer Success in the US
- We’re on the lookout for a technically adept and client-focused Onboarding Specialist to join our Customer Success team and play a key role in delivering seamless onboarding experiences for our clients
- As an Onboarding Specialist at Workwize, you will own the onboarding journey for new clients from post-sale through successful implementation
- You'll act as the main point of contact during the first 30–60 days of the customer lifecycle, ensuring clients are not only up and running on our platform but fully empowered to use it effectively
- Deliver engaging, tailored training sessions for new clients to ensure strong product adoption
- Educate users on platform features, integrations, and best practices
- Lead technical onboarding and configuration of new client accounts
- Collaborate with the Technical team to troubleshoot and resolve setup issues
- Primary Point of Contact (First 30–60 Days):
- Serve as the trusted advisor for new clients during onboarding
- Proactively manage communication, support needs, and milestones
- Act as a liaison between clients and internal Product, Technical, and Sales teams
- Capture client feedback and share insights to help shape platform improvements
- Provide consultative guidance to align platform use with clients' operational and strategic goals
- Recommend configurations, integrations, and workflows tailored to client needs
- Ensure a seamless handoff to the Customer Success Manager upon onboarding completion
- Document key account insights, usage trends, and any unique client considerations
- Drive initiatives to optimize, automate, and scale onboarding processes
- Identify and implement best practices to boost client satisfaction and efficiency
- We're revolutionizing the way we work and care deeply about our employees' growth and satisfaction
- Our diverse team of ambitious professionals, including entrepreneurs, operational specialists, developers, and sales experts, constantly seeks original ideas to reach more consumers and provide top-notch value to our customers
- At Workwize, we celebrate individual expression, valuing diverse perspectives and encouraging creativity
- We believe in having a great time along the way, fostering a positive and enjoyable work environment. Come unleash your potential with us!
Our take
Workwize is a procurement and management platform tailored specifically to meet the evolving needs of remote and hybrid working. At its core, Workwize prioritises customisation, flexibility, and transparency, enabling companies to effectively manage and procure the essential technologies and tools vital for their workforce.
Based in the Netherlands, Workwize has swiftly garnered acclaim, serving fast-growing startups and established enterprises alike within its native landscape. With its appeal extending globally, securing players such as Netflix to leverage its services within Europe. For a young company born out of the pandemic, Workwize has charted an impressive trajectory, underlining the enduring relevance of hybrid and remote work models well into the 2020s.
Backed by multiple rounds of funding, Workwize has embarked on an ambitious expansion journey across Europe, capitalising on its existing client base spanning fifteen countries. Furthermore, strategic investments in workforce augmentation underscore a promising phase of growth for the company, poised to solidify its position as a frontrunner in shaping the future of workplace management and procurement solutions.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jan 2025
$15.2m
SERIES A
Jan 2022
$1.8m
SEED
Total funding: $17.5m
Company benefits
- Dynamic Work Place: Work flexibly with hybrid and remote options, plus the ability to work from anywhere for up to four weeks each year.
- Diverse, Global Team: Collaborate with a diverse team across cultures, unified by English, and anchored by our Amsterdam headquarters.
- Heart of Amsterdam: Enjoy the centrally located headquarters in Amsterdam with scenic views of the iconic canals.
- Home oFfice Budget: Receive a MacBook and a home office budget to ensure you’re set up for success anywhere.
- Monthly Team Events: Connect and celebrate with regular team events, meet-ups, and milestone celebrations in Amsterdam..
- Time to Recharge: Take advantage of vacation policies tailored to your region, ensuring work-life balance wherever you are.
Company HQ
Grachtengordel-West, Amsterdam, Netherlands
Leadership
Victor Dik
(Co-Founder & CCO)Previously a Planning and Portfolio Manager at Vodafone Ziggo, a Domestic Relationship and Recruitment Manager at Knowledge 2 Share Foundation.
Sebastiaan Scholten
(Co-Founder & CTO)Previously an Investment Banking Intern at Lazard and eCommerce Director at MIPACHA.
Michiel Meyer
(Co-Founder & CEO)Previously a Business Growth Manager & Head of Addity at Buckaroo, Head of Department at Addity Payments, Consultant at McKinsey & Company and FinTech Developer at CoInvestor.
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