Skip to content

Onboarding Specialist

May 9, 2023
Hybrid or remote in the following states. OR, NV, ID, TX, AZ, CO, United States of America
Job Type


Who We Are

Foureyes® is a category-creating software company that utilizes its patented technology and data platform to help businesses track, protect, engage, and sell better. (See more at Already rapidly-growing, Foureyes is continuing to dominate in the automotive industry as evidenced by exponential growth and winning awards from the 2020 Company of the Year from Technology Association of Oregon to Most Innovative Solution and Top Rated Lead Management of 2022 from DrivingSales. 

Foureyes sales intelligence software helps businesses track, protect, engage, and sell better. Typically, businesses focus on driving more leads with top-of-the-funnel marketing efforts. But Foureyes allows companies to support bottom-of-the-funnel conversion activities and the people who are ultimately responsible to make the sale.  

If that sounds like the kind of company you want to be a part of, there’s good news. We’re hiring for an Onboarding Specialist!

About You

You like to work, you’re good at delivering results, and you’ve got the data to prove it. Show us the stats: How you beat performance benchmarks. How you contributed to a successful team. How you won over that impossible client. We’re looking for intrinsically-motivated leaders like you to advance our thinking and make the whole team better.

As an Onboarding Specialist, you are an integral member of the Foureyes team and a contributor to its growing success by converting prospective clients into paying customers as well as supporting existing clients onboarding to new modules in the Foureyes product suite.  Working closely with the sales, customer success, support, and customer experience teams, you will manage onboarding projects as assigned ensuring a positive initial experience with the Foureyes product suite. Starting at customer enrollment, you are responsible for account setup, implementation, and management all the way through the customer journey until the onboarding phase is complete.  


You are responsible for guiding prospects and customers through the Foureyes trial and onboarding journey to drive a high rate of trial conversions while setting customers up for long term success with the Foureyes modules. This includes, but is not limited to:

  • Provide each prospect and customer with a seamless experience that follows onboarding playbooks from enrollment to conversion as a paid customer
  • Conduct data dives to review accounts and show the value and future ROI
  • Advise customers on how to effectively integrate Foureyes into their sales processes, and configure their account settings to reflect the desired use case
  • Track and report on active onboarding projects including forecasting trial conversions
  • Facilitate account setup for new and existing Foureyes customers
  • Prepare customers to launch new services including client and vendor outreach, account creation, and technical troubleshooting
  • Set onboarding expectations with customers and ensure that milestones are met as you manage the onboarding project
  • Set clear expectations for customers post-onboarding 
  • Celebrate wins and share successes with prospects and customers
  • Identify upsell opportunities for customers to get even more value by introducing them to the full Foureyes product suite
  • Escalate technical issues to the support team
  • Document account insights in Salesforce for successful account hand-off after onboarding
  • Submit client feedback in a timely manner through the proper channel (i.e. support, product, data science, etc.)


Knowledge, Skills & Abilities:

  • Exceptional verbal and written communication skills
  • Excellent organizational skills and attention to detail
  • Excellent project management skills
  • Consultative approach to managing customer relationships 
  • Ability to train users and customers on new functionality
  • Active listener with the ability to ask strategic follow-up questions
  • Comfortable delivering presentations and demonstrations
  • Capability to prioritize tasks and to delegate them when appropriate
  • Ability to function well in a high-paced and at times stressful environment
  • Proficient with Google Suite or related software
  • Experience working in Salesforce Lightning, Tableau, Salesloft a plus
  • Analytical problem solver, you love digging into an in-depth problem to get to the root issue
  • Attention to detail. You spot the error or discrepancy that most people miss

Education and Experience:

  • Bachelor’s Degree in a related field or equivalent job experience is required
  • At least 1 year of related experience required
  • SaaS experience preferred

Salary Range: $50-60k (DOE) plus performance pay

Location: This position can be hybrid or remote in the following states. OR, NV, ID, TX, AZ, CO

Why Foureyes?

  • Competitive salary and health benefits
  • Additional benefits including 401k matching, student loan repayment matching, and a subsidy for commuter, internet or cell phone
  • Generous PTO days, in addition to paid holidays that incorporate two days to honor and celebrate your heritage, culture, or traditions that matter most to you-- just tell us when!
  • A company actively working to dismantle bias in our hiring practices, foster cultural inclusivity, and continuously examine policies and practices to ensure equity. We recognize and believe that diversity, equity, and inclusion constantly make us better. 
  • A fast-paced, team-driven culture that helps you grow your career with learning opportunities, autonomy and ownership, and chances to succeed (or fail-- hey, we’ve all learned through failure).

Diversity, Equity & Inclusion

At Foureyes, we believe your ability to build, think creatively, and solve problems is best accessed when you have the freedom to be yourself. Inclusion is not a nice-to-have; it is a must-have. The bedrock of an inclusive culture is our ability to celebrate and harness the unique perspectives our diversity provides in the building process. While an org structure exists to provide clarity around how ideas get communicated, we are all equal as coworkers, and we are committed to careful and continued introspection around how to best be an equitable, fair, and inclusive workplace that celebrates you for being you.

Equal Opportunity

As an Equal Opportunity Employer, Foureyes is dedicated to providing a diverse and inclusive workplace, which includes unbiased recruiting, hiring, and employment practices. Applicants and employees are treated with respect, and provided opportunities – free of discrimination of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital or parenting status.


Foureyes is not currently sponsoring work visas for this role. Authorization to work in the U.S. is required to be considered.

Related Jobs

Digital Advertising Specialist   2035 NW Front Ave suite 300, Portland, Oregon
May 19, 2023