Great Gray

Senior Onboarding Specialist

Las Vegas, NV · Senior

No sponsorshipDetected 36 days ago

AccessibilityProduct ManagementProduct StrategySalesforceCRMCustomer SuccessCustomer SupportLeadershipCommunicationMentoring

About the role

We are adding a Senior Onboarding Specialist to our Customer Success team.
This individual will serve as a platform and process expert - mentoring junior team members, refining the onboarding experience, and acting as a trusted strategic advisor to RPAG's most important clients.
This position will may work from our Las Vegas, NV office.

Own the end-to-end onboarding experience for complex, high-priority, or enterprise-level advisor clients, from kickoff through full platform activation.
Design, deliver, and continuously refine structured onboarding programs, training curricula, and client-facing resources.
Develop a deep understanding of each client's business model and goals, and tailor the onboarding experience accordingly to drive meaningful adoption.
proactively identify risk and develop mitigation strategies to ensure successful platform utilization.
Mentor and support junior Onboarding Specialists, serving as a resource for escalated questions and providing coaching on best practices.
Lead the development and maintenance of onboarding playbooks, scalable training materials, and knowledge base content.
Collaborate cross-functionally with Sales, Product, Marketing, and Customer Support to align on client messaging, drive feedback loops, and improve the overall client experience.
Maintain accurate and detailed records of client engagement and onboarding progress in Salesforce.
Monitor and analyze client adoption and engagement data; proactively identify risk and develop mitigation strategies to ensure successful platform utilization.
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

Bachelor's degree and 5+ years of experience in client onboarding, customer success, training, or a related client-facing discipline, preferably in financial services, fintech, or SaaS.
Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Travel to client sites, company events, and industry conferences to deliver training and deepen relationships (travel expected approximately 4-6 weeks per year).

We have a comprehensive and competitive benefits package at Great Gray.
Acquired in 2024, RPAG hosts the industry's leading retirement plan practice management platform.
Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.
At Great Gray Group, we strive to set the bar for the retirement services industry.
Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service.

Policy Great Gray Group, LLC is an Equal Opportunity Employer.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
Accommodation Statement Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.
If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com

Visa sponsorship or transfer of an existing visa is not available for this position.

This listing is sourced directly from Great Gray's careers page and normalized into a canonical job model.