Onboarding Specialist I
About the role
Who is Boulevard?
Boulevard provides the first and only client experience platform for appointment-based, self-care businesses. We empower our customers to give their clients more of the magical moments that matter most.
Before launching in 2016, our founders spent months interviewing salon managers and working behind front desks to understand their pain points so we could design a modern, user-friendly platform that meets the unique needs of their business. Our roots may be in hair salons, but we are built for the broader self-care industry, including many types of salons, spas, medspa, barbershops, and more.
Come Do the Best Work of Your Life at Boulevard
The Onboarding Specialist I is responsible for coordinating and executing customer onboarding projects from contract signature through successful activation. This role serves as the primary day-to-day project coordinator for customers during onboarding, helping ensure projects remain organized, on track, and aligned to onboarding milestones. This role will work across a range of customers to deliver a tailored onboarding experience based on their industry, size, and needs.
This role is ideal for individuals who are highly organized, customer-focused, and motivated to develop strong project management and implementation skills within a SaaS environment.
The Onboarding Specialist I works within established onboarding processes and operational frameworks to support successful customer outcomes, maintain project momentum, and deliver a consistent onboarding experience. This role partners closely with Sales, Product, Engineering, Customer Success, Education, and Support teams to help customers successfully launch on Boulevard.
What you'll do here:
- Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
- Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
- Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
- Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
- Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
- Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
- Identify project risks, delays, or blockers early and escalate concerns appropriately.
- Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies.
- Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities.
- Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency.
- Participate in onboarding enablement and training sessions to develop skills and knowledge.