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# SaaS Customer Onboarding & CRM Support Consultant

- **Company:** US Tech Solutions, Inc.
- **Location:** United States (Remote available)
- **Experience:** Experienced
- **Contract:** Temporary contract
- **Skills:** Application Programming Interfaces (APIs), Microsoft Basic Data Partition, Software as a Service, Routing, Salesforce.Com, Systems Integration, Workflow Management Systems, Zoho Office Suite, Integration Frameworks, Hubspot
- **Published:** September 10, 2026
- **Apply:** https://www.dice.com/job-detail/0fb63823-ce72-4f19-ba36-c0fe404b60ca

## About the Role

* 2+ years of experience in SaaS onboarding, CRM support, implementation, technical support, or customer enablement.
 * Experience with a CRM such as Follow Up Boss, Salesforce, HubSpot, Zoho, or similar.
 * Basic understanding of CRM workflows, automations, users, permissions, lead routing, and integrations.
 * Strong customer-facing communication and troubleshooting skills.
 * Good organization, attention to detail, and follow-through.
 * Ability to manage multiple customer engagements in a fast-paced environment.

Desired Skills

 * Experience with customer onboarding or new-account implementation.
 * Follow Up Boss or real-estate technology experience.
 * Exposure to data imports/exports, APIs, or third-party integrations.
 * Experience training CRM users or administrators.
 * Gainsight or other Customer Success platform experience.
 * Experience working with SOPs, playbooks, and remote teams.

## Description

Support new customers with SaaS/CRM onboarding, account setup, basic configuration, user support, and issue resolution. Ensure customers are successfully set up, understand the platform, and are ready for ongoing use.

Responsibilities

 * Guide new customers through account setup, user activation, and onboarding.
 * Assist with CRM configuration, workflows, automations, permissions, and integrations.
 * Answer new-user questions and resolve standard setup and technical issues.
 * Support basic data imports, exports, and account configuration.
 * Conduct onboarding, readiness, and user-support sessions.
 * Track customer progress, issues, and follow-up actions.
 * Maintain clear documentation and complete handoffs to Customer Success.
 * Follow established onboarding processes and support continuous improvement.


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