The Client Liaison Representative acts as the main contact for clients, facilitating scheduling, insurance verification, and ensuring a seamless care experience.
Customer Onboarding Specialist
📜 Description
- Own the onboarding experience from kickoff through launch, managing multiple product setups.
- Guide new clients through setup, including configurations, integrations, and workflows.
- Deliver onboarding via one-on-one calls and Intercom-based support.
- Educate clients on workflows aligned to their business goals.
- Track onboarding progress and proactively follow up to remove blockers.
- Collaborate with Support and Operations teams to identify and close onboarding gaps.
🛠️ Requirements
- Strong working knowledge of the PushPress product suite, including platform configuration and core workflows.
- Experience leading customer onboarding, implementation, or setup projects in a SaaS environment.
- Comfort delivering onboarding over video, screen share, and live troubleshooting sessions.
- Strong project management skills with consistent follow-up and milestone ownership.
- Clear, confident communication with the ability to explain technical concepts simply.
- High attention to detail and disciplined use of systems and tracking tools.
- Empathy and calm under pressure when supporting customers who feel overwhelmed.
- Ability to context-switch fluidly between calls, chat support, and follow-up work throughout the day.
- Comfort screen sharing across desktop and mobile environments during live onboarding.
- Proven ability to manage multiple onboarding timelines at once without losing quality.
✨ Benefits
- Equity Incentive Plan
- Flexible Paid Time Off (and Public Holidays)
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (Company Sponsored 401k with Match)
- Life Insurance
- Family Leave (Maternity, Paternity)
- Work From Home Stipend
- Wellness Stipend
Full job description
We are transforming how boutique fitness owners operate and how the entire $100B global fitness industry connects, transacts, and grows. Trusted by more than 5,000 gyms and 500,000 members, PushPress processes ~$1B annually.
We're a Series B company backed by Altos Ventures, StepStone, and Mucker Capital, and we're going all-in on AI. Our AI Assistant, AI Member Intel, and AI-powered reporting tools are already changing how gym owners and coaches operate. We believe AI should make the human side of fitness better, not replace it.
By embedding intelligence directly into the product, we enable boutique fitness owners to make faster decisions, unlock new revenue streams, and collaborate across a connected network. As more gyms join the platform, data compounds, intelligence strengthens, and the value of the ecosystem increases for every owner
We are a global team of builders, operators, and fitness fanatics on a mission to level the playing field for independent fitness entrepreneurs. If you are ready to help reshape an industry, let's talk!
About The Role
The Customer Onboarding Specialist is the first human connection new PushPress clients have after signing up, and that moment matters. This is a full-stack onboarding role, meaning you work across the entire PushPress product suite — gym management, CRM and marketing automation, and website services — onboarding customers on individual products, multiple products, or all of them together depending on what they’ve purchased. This role is responsible for guiding new customers through setup, accelerating Time to First Value, and setting the foundation for long-term success.
You own the onboarding experience from kickoff through launch. Some customers are setting up one product. Others are standing up multiple products simultaneously, which means sequencing setup tracks, managing dependencies between platforms, and adapting your approach when priorities shift. You bring strong product knowledge, clear communication, and disciplined follow-through from day one. With a significant portion of churn occurring in the first six months, this role plays a direct role in retention and customer confidence.
What You'll Do
How Success Is Measured
What You'll Need
Core Skills and Qualities
Must Have Background
Nice-To-Have Background
Tools and Systems
What We're Looking For
How We Evaluate This Role
This Role Is Not
Benefits & Perks
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