Activation Consultant

Activation Consultant 

Function: Customer Experience 

Reports to: Manager, Customer Success 

Location: Remote - United States 

Position Summary: 

The Activation Consultant is responsible for delivering a structured, low-complexity onboarding experience for large and strategically important customers adopting OnBoard. This role ensures customers are successfully set up, configured, and enabled to achieve value quickly through standardized onboarding practices, clear project management, and effective training for both administrators and end users. 

The Activation Consultant partners closely with Customer Success and internal stakeholders to guide customers through product setup, configuration, and adoption—while maintaining consistency, scalability, and a strong customer experience. 

Key Responsibilities: 

Customer Onboarding & Enablement 

• Lead the end-to-end onboarding process for new OnBoard customers, with a focus on low-complexity implementations in large or multi-stakeholder organizations. 

• Configure the OnBoard platform based on defined customer requirements and established product best practices. 

• Deliver admin and end-user training to ensure customers are confident using the product at launch. 

• Guide customers through product setup, workflows, and feature adoption using a consultative, enablement-first approach. 

Project Management & Execution 

• Own onboarding project plans, timelines, milestones, and success criteria. 

• Act as the primary onboarding project manager, coordinating activities across customer stakeholders and internal teams. 

• Manage multiple concurrent onboarding engagements while maintaining quality and predictable outcomes. 

• Proactively identify risks to timelines or adoption and take action to keep onboarding on track. 

Customer Partnership & Collaboration 

• Partner with Customer Success Managers and Sales to align onboarding goals with long-term customer outcomes. 

• Serve as a trusted onboarding advisor, setting expectations and guiding customers through change management during activation. 

• Facilitate onboarding touchpoints, status updates, and milestone reviews with customer teams. 

Skills and Experience Needed: 

• Bachelor’s degree in business or a related field, preferred.  

• 2–4 years of experience in SaaS onboarding, implementation, customer success, consulting, training or technical enablement. 

• Experience supporting customers through structured, repeatable onboarding processes, ideally in B2B SaaS. 

• Strong project management skills with the ability to manage timelines, stakeholders, and deliverables. 

• Excellent written, verbal, and presentation skills; comfortable leading customer-facing training sessions. 

• Ability to translate customer needs into practical product configurations without custom development. 

• Highly organized, proactive, and comfortable working with multiple customers simultaneously. 
  
• Experience working with large or complex organizations is a plus, especially in environments with multiple admins or user groups. 
• Strong ability to drive product adoption and value realization.  

• Excellent written, verbal, and presentation skills; comfortable leading customer-facing conversations.  

• Experience collaborating cross-functionally with Customer Success, Product, Account Management, Support, and Sales teams.  

• Proficiency with CRM and customer success tools (e.g., Salesforce, ChurnZero, or similar).   

• Familiarity with Gong, Notion, ChatGPT, or similar tools    

 Preferred Experience:

• Experience working with large or complex organizations, especially in environments with multiple admins or user groups. 

• Experience serving on a board or board committee and/or board member certification 

Competencies:  

• Accountability  

• Adaptability  

• AI Curiosity/Innovation  

• Applied Learning  

• Business Acumen  

• Collaboration  

• Customer Focus  

• Dealing w/Ambiguity  

• Decision Making  

• Driving for Results  

• Initiating Action  

• Planning and Organizing  

• Technical/Professional Knowledge