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# Technical Onboarding Specialist

- **Company:** Workiz, Inc.
- **Location:** San Diego, CA, United States (Remote available)
- **Experience:** Experienced
- **Salary:** $72,000.0 - $85,000.0
- **Contract:** Franchise
- **Skills:** Application Programming Interfaces (APIs), JIRA, VoIP, Spreadsheets, Software as a Service, Customer Data Management, SQL Databases, Data Streaming, Systems Integration, Business Intelligence Development Studio, Hubspot, Restful APIs, Webhooks, Legacy Systems
- **Published:** October 19, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=0ae42d64411e4883

## About the Role

* 4+ years in a customer-facing technical role, such as Technical Onboarding, Implementation Consultant, Solutions or Sales Engineer, Technical Account Manager, Technical CSM, or senior Support
 * Experience leading technical implementations, data migrations, or integrations for customers
 * Proven ability to debug software issues independently: reading logs, testing APIs, isolating variables, and distinguishing product defect from user error
 * Comfort with REST APIs, webhooks, integrations, and SQL or equivalent data querying
 * Experience providing training or product demonstrations to clients
 * Excellent verbal and written communication skills; your escalation and defect documentation should stand on its own
 * Tech savviness and the ability to quickly and constantly learn new products and processes
 * Able to adhere to best practices in time management and organization while managing multiple concurrent onboardings
 * Proven ability to establish professional rapport and influence customers over email, video, or phone
 * Calm under pressure with frustrated customers, and willing to say no when the answer is no
 * Driven and highly motivated to ensure customer success

Bonus Points:

 * Experience with field service, SMB SaaS, or vertical software
 * Background in the trades, or working closely with owner-operator businesses
 * Experience with VoIP, telephony, or payments products
 * Complex, multi-location, or Franchise solution onboarding experience
 * HubSpot, Fullstory, and JIRA proficiency; familiarity with CRM and BI tooling
 * Experience in both start-ups and established companies
 * Knowledge of business processes, departments, and stakeholders

## Description

* Lead technical onboarding for new accounts in virtual sessions, configuring the account end to end, including integrations, API, phone/communications, automations, reporting, and data flows, and showing customers how to extract maximum value from their solution.
 * Plan and run data migrations from legacy systems and spreadsheets, validating that customer data lands accurately before go-live.
 * Set up, test, and troubleshoot integrations, webhooks, and API connections until they work end to end.
 * Design and implement in-product solutions for complex customer workflows, including multi-location and franchise setups.
 * Audit account configurations before go-live and at HyperCare exit, and fix the misconfigurations that quietly drive early churn.
 * Own technical issues that surface during onboarding end to end: reproduce, diagnose, document, and drive to root cause with Support, Product, and R&D.
 * Write clear, reproducible defect reports with evidence, distinguishing product defects from user error, and push for permanent fixes rather than workarounds.
 * Conduct technical discovery to confirm sales notes on customer priorities, existing systems, integrations, and data, and de-escalate onboarding or sales concerns effectively to keep customers moving forward.
 * Collaborate with Sales, Support, Customer Success, and Technical Account Managers to ensure a smooth transition from prospect to loyal customer, including a documented technical handoff at the end of onboarding.
 * Reach out by phone and email to new customers to schedule onboarding sessions and ensure they are on track for their preferred go-live date.
 * Document configurations, integrations, feedback, and tasks in CRM; send session recordings and create tutorials and technical setup guides as needed.
 * Turn recurring onboarding issues into prioritized, evidenced product feedback.
 * Own the Full Customer Journey Through HyperCare
 * Define and maintain clear success milestones for each phase of the customer journey, from kickoff through HyperCare completion
 * Track customer progress against milestones in real time and coordinate with cross-functional teams to proactively address adoption gaps or at-risk accounts.