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Software Onboarding Jobs in Tennessee (NOW HIRING)

As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...

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As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...

As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...

New

As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...

New

As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...

New

As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...

New

As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...

New

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Software Onboarding information

What is the difference between Software Onboarding vs Software Implementation?

AspectSoftware OnboardingSoftware Implementation
FocusIntroducing users to software features and ensuring smooth adoptionDeploying and configuring software within an organization for operational use
Credentials/CertificationsOften requires training or user support skillsRequires technical skills, project management, and technical certifications
Work EnvironmentCustomer support, training sessions, user engagementIT teams, project management, technical deployment
Industry UsageCustomer success, user experience, SaaS companiesIT departments, software vendors, enterprise solutions

While Software Onboarding focuses on helping users understand and adopt software features, Software Implementation involves deploying and configuring the software within an organization for operational use. Both roles are essential in the software lifecycle but differ in scope and technical requirements.

What is software onboarding?

Software onboarding is the process of guiding new users or clients through the setup, configuration, and effective use of a software application. This process typically includes initial training, personalized support, and resources that help users become comfortable and productive with the software. Effective onboarding reduces confusion, increases user adoption, and ensures that customers get the maximum value from the product. The onboarding process can vary in length and complexity depending on the software and the needs of the user or organization.

What are the key skills and qualifications needed to thrive as a software onboarding specialist, and why are they important?

To thrive as a Software Onboarding Specialist, you need strong technical aptitude, problem-solving abilities, and a background in software or IT, often backed by relevant degrees or experience. Familiarity with CRM systems, helpdesk platforms, and sometimes certifications like CompTIA IT Fundamentals or relevant SaaS tools are typical requirements. Excellent communication, patience, and customer-focused soft skills help build trust and ensure a smooth transition for clients. These skills are vital for effectively guiding users, addressing concerns, and driving successful software adoption.

What are some common challenges faced during the software onboarding process, and how can I effectively address them in this role?

One common challenge in software onboarding is ensuring that new users quickly grasp both basic and advanced features without feeling overwhelmed. As a Software Onboarding Specialist, you'll need to tailor your training approach to diverse learning styles, communicate complex concepts clearly, and anticipate frequently asked questions. Collaborating closely with product, support, and sales teams helps you stay updated on new features and user concerns. Proactively gathering feedback and iterating your onboarding materials are key strategies to ensure users feel confident and supported throughout their adoption journey.
What job categories do people searching Software Onboarding jobs in Tennessee look for? The top searched job categories for Software Onboarding jobs in Tennessee are:
What cities in Tennessee are hiring for Software Onboarding jobs? Cities in Tennessee with the most Software Onboarding job openings:
Infographic showing various Software Onboarding job openings in Tennessee as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Client Onboarding Specialist

CPI Card Group

Nashville, TN • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


CPI Card Group rating

7.3

Company rating: 7.3 out of 10

Based on 7 frontline employees who took The Breakroom Quiz


Job description

Overview

This is a hybrid role, candidates must be within a commutable distance to Nashville, TN

Hybrid Schedule: Includes one month of on-site training, followed by one day per week in the office after training is complete.

We are seeking a technical Onboarding Specialist to assist in the implementation of push provisioning, enabling cardholders to instantly provision new payment credentials into mobile wallets (Apple Pay, Google Pay, etc.). This role bridges the gap between the mobile application, card processor, and digital wallet token service providers (TSPs).

This position requires a highly motivated self-starter who operates with accuracy and accountability in a fast-paced fintech environment. The ideal candidate is comfortable working across multiple internal and external partners and clients, can interpret semi-technical documentation, and is capable of following detailed written and verbal instructions while maintaining a strong focus on continuous process improvement.

Responsibilities

Technical Onboarding:Guide the setup and configuration of push provisioning integrations for new and existing clients, ensuring accurate implementation and swift product adoption. Review technical documentation and validate configuration requirements across mobile applications, processors, and wallet providers.

Cross-Functional Collaboration:Work closely with internal teams (engineering, product, client success) and external partners (issuers, processors, TSPs, mobile app providers) as necessary to coordinate onboarding activities and ensure alignment across all stakeholders.

Operational Execution & System Navigation:Accurately enter, validate, and manage onboarding data across a variety of internal and external systems. Navigate multiple platforms simultaneously while maintaining strict attention to detail and data integrity.

Process Optimization:Analyze onboarding workflows and recommend modifications to support continuous process improvement, scalability, and risk reduction. Document procedures and contribute to maintaining clear and organized knowledge resources (e.g., Confluence).

Client Support & Documentation Review:Read and interpret semi-technical documentation including implementation guides, and configuration requirements. Support clients by ensuring accurate and timely configuration of multiple systems. Support client needs and requests after project completion.

Qualifications

Operational Discipline & Accountability:Demonstrated ability to work independently as a self-starter, manage multiple onboarding efforts concurrently, and deliver accurate results with a high level of accountability.

Systems & Tools Proficiency:Experience with Microsoft Office products (Excel, Word, PowerPoint, Outlook), Smartsheet, and Confluence. Ability to navigate and operate within multiple internal and external systems efficiently.

Communication:Strong written and verbal communication skills with the ability to clearly convey operational processes and requirements to both technical and non-technical stakeholders. Comfortable interpreting and following structured operational documentation and instructions, while thinking critically and adjusting in real time when situations require flexibility or clarification.

Physical Demands:

This position is primarily sedentary and requires extended periods of sitting and working at a computer. The role frequently involves viewing computer screens, reading detailed documentation, and entering data, which may require repetitive hand and finger movements and occasional eyestrain. The employee may occasionally stand, walk, bend, or lift office materials weighing up to 10 pounds. Limited travel may be required based on business or client needs.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Company Overview:

CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.

Benefits:Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.

CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

Employment Type: OTHER

What CPI Card Group employees say

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