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:
- Technical/Professional Knowledge
About the Company:
Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world.
Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 5,000 organizations and their 12,000 boards and committees in 60 countries worldwide. With customers in higher education, nonprofit, healthcare systems, government, and enterprise business, OnBoard is the leading board management provider.
OnBoard has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. Backed by JMI Equity and the acquisitions of eScribe and Govenda, OnBoard is positioned to become the industry leader in Board Management and Meeting Solutions for private and public sector entities.
Benefits and Perks:
- Fully remote work with company provided equipment (laptop, software, etc.)
- Employment with a growing, casual, fun, philanthropic minded company
- US Based Employees Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.An employer contribution to your Health Savings Account (HSA) if youparticipatein a High Deductible Healthcare Plan.Medical Flexible Spending Accounts available.Dependent Care Flexible Spending Accounts available.Basic life insurancein the amount of$50,000 or 1 X’s your salary (whichever is higher).Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.401K Retirement Savings Plan withautomaticenrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following60 daysof employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%.Paid Time Off (PTO)/Holiday
- Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.
- An employer contribution to your Health Savings Account (HSA) if youparticipatein a High Deductible Healthcare Plan.
- Medical Flexible Spending Accounts available.
- Dependent Care Flexible Spending Accounts available.
- Basic life insurancein the amount of$50,000 or 1 X’s your salary (whichever is higher).
- Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.
- 401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following60 daysof employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%.
- Paid Time Off (PTO)/Holiday
- CAN Based Employees
Employer paid Life and Accidental Death InsuranceContribution to Health Care Spending AccountDependent Life InsuranceOptional Life InsuranceLTD InsuranceDrug and Paramedical CoverageDental InsuranceVision InsuranceEAP
- Employer paid Life and Accidental Death Insurance
- Contribution to Health Care Spending Account
- Dependent Life Insurance
- Optional Life Insurance
- LTD Insurance
- Drug and Paramedical Coverage
- Dental Insurance
- Vision Insurance
- EAP
- AUS Based employees Superannuation rate of 12%Monthly stipend of $400 AUD to purchase private medical insurance
- Superannuation rate of 12%
- Monthly stipend of $400 AUD to purchase private medical insurance
- UK Based Employees (via EPG) Pension - AegonPassageways/OnBoard contributes 8% of the employee's basic salaryEmployees can contribute up to 100% of salary subject to max limitsEnrolled from Day 1 of employmentPrivate Medical InsuranceLife AssuranceIncome ProtectionCritical IllnessEmployee Assistance ProgrammeSerious Illness BenefitHelp@HandCashplan
- Pension - Aegon Passageways/OnBoard contributes 8% of the employee's basic salaryEmployees can contribute up to 100% of salary subject to max limitsEnrolled from Day 1 of employment
- Passageways/OnBoard contributes 8% of the employee's basic salary
- Employees can contribute up to 100% of salary subject to max limits
- Enrolled from Day 1 of employment
- Private Medical Insurance
- Life Assurance
- Income Protection
- Critical Illness
- Employee Assistance Programme
- Serious Illness Benefit
- Help@Hand
- Cashplan
Diversity Statement - Culture of Togetherness:
At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe.
OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. We do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Interview Transparency & Technology Disclosure We use video/audio recordings and artificial intelligence (AI) tools during our interview process to transcribe responses, evaluate skills, and streamline evaluations. Your data is processed securely and handled in line with our Privacy Policy and local data protection laws
