Customer Onboarding Specialist
Location: Houston, TX
Job Type: Full-Time
Company: HireAligned
Salary: $100,000-$140,000/yr
Category: General
Job Description Apply Now
SmartAC is seeking a dedicated Customer Onboarding Specialist to join our Customer Success team. As a rapidly growing provider of HVAC solutions, SmartAC leverages advanced technology, data intelligence, and proven strategies to empower contractors in building lasting member relationships and sustainable business growth. This full-time role is available for remote work, with an initial training period onsite in Houston, TX, and offers a unique opportunity to make a meaningful impact on contractors' operations and customer retention strategies.
As a Customer Onboarding Specialist, you will play a pivotal role in guiding new contractor partners through the crucial onboarding phase, ensuring they are set up for immediate and long-term success. Your expertise in training, customer enablement, and strategic planning will help contractors understand, implement, and maximize the value of the SmartAC platform. By acting as the bridge between SmartAC's innovative solutions and contractor teams, you will drive measurable member growth and help businesses modernize their approach to customer acquisition and retention.
SmartAC's mission is to transform how HVAC businesses operate by providing tools and support that allow contractors to capture more customers, convert them into loyal members, and retain them for life. As part of a collaborative, entrepreneurial team, you will have the chance to see your efforts directly reflected in the growth and satisfaction of our contractor partners. If you are passionate about enabling business success, adept at instructional delivery, and eager to be part of a forward-thinking company, we encourage you to apply by clicking the job application button.
Customer Onboarding Specialist - Summary- Serve as the primary point of contact for new contractor onboarding, guiding them from contract signature through product launch and ongoing optimization.
- Facilitate the adoption of SmartAC's platform, helping contractors drive new member acquisition and retention through strategic implementation and training.
- Work collaboratively with internal teams and contractor stakeholders to ensure a seamless onboarding process and continued partnership success.
- Lead comprehensive onboarding for contractors, ensuring they are "ready-to-launch" and fully equipped to use SmartAC's solutions.
- Design and deliver tailored, role-based training for contractor owners, managers, customer service representatives, and technicians both remotely and onsite.
- Conduct detailed product training sessions, strategic planning meetings, and change management workshops to align contractor teams with membership-based business models.
- Create clear and accessible learning materials, making SmartAC's platform and strategies easy to understand and implement for contractor partners.
- Collaborate with contractors to analyze their baseline performance metrics and develop realistic growth strategies for customer acquisition and retention.
- Guide contractors through platform setup, system integration, and deployment, ensuring alignment with their market and business objectives.
- Maintain ongoing partnerships by providing follow-up training, support, and optimization recommendations post-launch.
- Gather and relay feedback from contractors to internal teams, driving continuous improvement in the onboarding process and supporting product innovation.
- Travel as needed (30-50% of the time) to deliver high-impact, in-person training and support contractor teams onsite.
- Competitive base salary with performance incentives.
- Comprehensive health, dental, and vision insurance coverage.
- 401(k) plan with company match to support your long-term financial security.
- Equity options for eligible employees.
- Generous paid time off policy to support work-life balance.
- Remote work flexibility, with periodic requirement for onsite visits.
- Professional development and advancement opportunities within the customer success leadership track.
- Minimum 3 years of experience in training, implementation, customer enablement, or consulting roles.
- Proven ability to deliver engaging presentations and communicate complex ideas in clear, accessible language.
- Strong organizational skills and the ability to manage multiple priorities and stakeholders simultaneously.
- Advanced computer literacy and a demonstrated ability to learn new software platforms quickly.
- Demonstrated ability to work effectively with business owners and management teams in a consultative capacity.
- Patience, active listening skills, and a genuine passion for enabling the success of others.
- Experience in the trade industries (HVAC, plumbing, electrical, etc.), understanding of membership programs or recurring revenue models, and familiarity with field service software are preferred but not required.
- Bachelor’s degree in Communications, Business, Marketing, or a related field is preferred.
- Natural educator with strong instructional and facilitation skills.
- Strategic thinker who can translate business opportunities into actionable operational plans.
- Highly organized, self-driven, and proactive in problem-solving.
- Effective collaborator and communicator who thrives in a fast-paced, entrepreneurial environment.
- Comfortable with up to 50% travel for onsite contractor support.
- SmartAC fosters an inclusive, supportive workplace where all employees are valued and growth is encouraged.
- This position offers the opportunity to see your impact firsthand, as contractors leverage SmartAC’s solutions for measurable business transformation.
- Be part of a company that is reshaping the HVAC industry through innovation, technology, and a commitment to customer success.
- If you are ready to help contractors drive growth and build lasting customer relationships, click the application button to take the next step in your career with SmartAC.