Snr. Onboarding Consultant (Remote)

The role

The Snr. Onboarding Consultant leads the onboarding and implementation process for new customers across the KnowBe4 product portfolio. This person works with customers and internal stakeholders to guide product setup, configuration, and initial use case deployment.

What you will do

• Lead the onboarding and implementation process for new customers
• Collaborate with CSMs and Sales to design tailored onboarding plans
• Provide hands-on support during platform setup, configuration, and initial training
• Act as the primary point of contact for customers during onboarding
• Provide recommendations on product integration into technical environments
• Provide best practices on managing and maintaining the platform
• Ensure proper handoff between Sales and Customer Success teams
• Coordinate with Product, Engineering and Customer Support on product questions
• Document all onboarding steps, milestones, and system configuration updates
• Act as a lead in helping Jr. team members adopt best practices

Required qualifications

• Familiarity with standard concepts, practices and procedures within the IT Security Field and AI/SaaS technology space
• 3-5 years experience in Customer Implementation, Customer Onboarding, Customer Support, Technical Consulting, Business Analyst or related roles and experience
• Experience with Salesforce or other CRM
• Experience with a Services PSA solution and/or time tracking
• Experience with Microsoft Excel and Word
• Experience with Gmail and Google Docs
• Experience with web browsers (Chrome, Internet Explorer, etc.)
• Strong verbal and written communications
• Excellent time management and organization skills
• Superior customer service skills
• Strong collaborative and team work skills
• Ability to learn new technical concepts and understanding of the KnowBe4 platform

Nice to have

• Bachelor’s degree or equivalent education
• AI/Saas application, Cybersecurity and IT experience

Benefits

• Company-wide bonuses based on monthly sales targets
• Employee referral bonuses
• Adoption assistance
• Tuition reimbursement
• Certification reimbursement
• Certification completion bonuses

Before you apply

• Remote positions open to the US only
• An applicant assessment and background check may be part of your hiring procedure

About the company

KnowBe4 is the pioneer of digital workforce security, securing both AI agents and humans. The company provides attack simulation and training, collaboration security, and agent security.