Customer Onboarding Specialist, Enterprise

Document Crunch is seeking an Customer Onboarding Specialist in the Enterprise Segment to join our amazing, tight-knit team. As an Onboarding Specialist, you will be responsible for ensuring a smooth and successful transition for our new customers as they adopt and grow with our platform. You will play a critical role in the initial phases of the customer journey, providing guidance, training, and support to help our customers maximize the value of our AI tools and successfully navigate the complexities of construction contracts. This role reports to our Director of Customer Success and based in our Austin, TX office. 

Who is Document Crunch?We are a cutting-edge company building innovative AI tools that simplify construction contracts by quickly identifying critical risk provisions and provides teams with guidance to make great decisions throughout the entire project lifecycle. Our tools enable construction teams to get subject matter expertise- usually only gained through outside consulting – for a fraction of the cost. We empower the entire industry by identifying WHAT critical issues exist in contracts and documents, and WHY those critical issues matter, so the teams can make better business decisions without traditional overhead. We know that to achieve great things, you need a great team. We are a values-driven company and every single one of our “CRUNCHERS” goes above and beyond to help our customers achieve success. A must for this position (and everyone on our team) is to stay true to our core values. 

We Are Warmhearted 

Our success is powered entirely by our people who are real and approachable. We foster an environment that is warm, fun and welcoming for everyone. 

We Are Inspired 

We care deeply about our mission and are inspired by our potential. If it was easy, everybody would do it, but we are striving for greatness. We take pride in being owners in this journey. 

We Are Growth-Minded 

Life is short and we want to make our time count. We invest in growth—personally and professionally. We never stop chasing our why. 

Requirements

Key Responsibilities: 

• Transform new customers into Document Crunch experts and advocates by conducting in-person and online training, providing support, and managing roll-out strategies. 

• Provide the highest level of service and support to Document Crunch’s clients through diligent communication and relationship management. 

• Develop and execute effective onboarding plans for new customers, ensuring all necessary resources and training are available to drive early success. 

• Collaborate cross-departmentally to establish best practices, improve processes, and ensure that the voice of the customer is heard across teams, including Product and Marketing. 

• Mentor and support fellow team members, fostering skills development and promoting a culture of continuous learning. 

• Achieve complete immersion and mastery of Document Crunch’s product offerings, business model, and emerging technologies. 

Skills and Qualifications: 

• 2-4 years of experience in onboarding, training, or customer success for a SaaS company, ideally in a fast-paced startup environment. 

• Strong communication and interpersonal skills, with a customer-centric mindset. 

• Proven ability to manage multiple accounts and projects simultaneously while maintaining a high level of service. 

• Passionate about technology and the construction industry; experience in either is highly preferred. 

• Ability to work independently as well as collaboratively in a remote-first setting. 

Preferred Qualifications: 

• Experience working with AI-powered platforms or tools, including familiarity with machine learning concepts and their applications in real-world scenarios. 

• Knowledge of the construction industry, including familiarity with common project roles, contract structures, and workflows involved in construction project management. 

• Experience in delivering both online and in-person training sessions to diverse audiences, with the ability to adapt content to different learning styles and technical backgrounds. 

• Strong problem-solving skills and the ability to think critically when faced with challenges during customer onboarding. 

• Excellent organizational skills, with experience in creating training materials, onboarding schedules, and documentation to enhance the customer experience. 

• We are currently hiring in Austin, TX. While we are a remote first workplace, we want Crunchers in this location to better facilitate periodic in-person meetings, get-togethers and training. 

Benefits

Benefits: 

• Competitive salary and benefits package. 

• Close to the ground floor of an incredibly high-growth business 

• Substantial internal growth opportunities and emphasis on personal & professional development 

• Generous paid time off policy 

• World class medical, dental, and vision benefits 

• 401k 

• Participation in the employee stock option program 

• Open-minded and collaborative work environment with a focus on results 

We value diversity, equity, and inclusion in everything we do. It is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, marital status, veteran status, age, disability, pregnancy, sex, sexual orientation, gender identity or any other legally protected category.