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Software Onboarding Jobs (NOW HIRING)

NCC/ProMax

Onboarding Specialist

Las Vegas, NV · On-site

NCC is a leader in providing award-winning software, credit and compliance solutions, and cutting ... The Onboarding/Implementation Specialist is responsible for coordinating all post-sale onboarding ...

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Software Onboarding information

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$48K

$111.8K

$166K

How much do software onboarding jobs pay per year?

As of Jun 27, 2026, the average yearly pay for software onboarding in the United States is $111,845.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,000.00 and $130,000.00 per year, depending on experience, location, and employer.

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.
More about Software Onboarding jobs
What cities are hiring for Software Onboarding jobs? Cities with the most Software Onboarding job openings:
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Software Onboarding jobs near you
Infographic showing various Software Onboarding job openings in the United States as of June 2026, with employment types broken down into 76% Full Time, 16% Part Time, and 8% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $111,845 per year, or $53.8 per hour.

Retirement Plan Onboarding Specialist

Compass Retirement Consulting Group/Compass 360, LLC

Stratham, NH • On-site

$60K - $70K/yr

Other

Retirement

Posted 25 days ago

Job description

Description

The Client Onboarding Specialist is responsible for assisting new clients during the installation of their new retirement plan, or the transfer of their existing retirement plan to Compass and a Recordkeeper/Investment Platform partner. This is achieved by following existing Compass procedures and IRS and DOL regulations. The Client Onboarding Specialist will have frequent contact and collaboration with Clients, Financial Advisors, Recordkeeping partners and our internal teams to fulfill their responsibilities. 


Duties/Responsibilities:  

  • Participate in conference/video calls with Clients, Financial Advisors and Recordkeepers to ensure plans are onboarded in an efficient manner. 
  • Follow established onboarding processes including but not limited to: 
  • Send via email specific "Welcome" email template to new Clients of Compass and send follow up email templates as the Client progresses through the Onboarding steps. 
  • Send Plan Documents to new Client's plan Trustees using DocuSign for E-Signature. Follow up with Client and Trustees until Documents are signed. Saved signed copies to Client folder using established naming conventions. 
  • Record progress of new clients in Workflow Management software (PensionPro) and report on this to Sales Team and Management during weekly Onboarding calls. 
  • Complete each required step in the Onboarding process by following the Compass onboarding projects in the Workflow Management software (PensionPro). 
  • Request employee census from new clients in Compass' specified format. 
  • Complete and submit Plan Design Specifications (PDF form or online entry) to the client's selected Recordkeeping Platform.  
  • For 3(16) Clients, ensure the Client signs the additional 3(16) forms required by each Recordkeeper.  
  • Request and follow-up with clients for all required historical data. Save copies to Client folder. For Transfer Plans, at least 3 requests for prior reports must be attempted as our compliance team require this information to complete proper administration. 
  • Document and save client interactions and data to Client folder. 
  • For 3(16) plans, ensure participant Notices are sent within required IRS and DOL timeframe. 
  • For 3(16) plans, review 401(k) payroll submission process with new Clients and document key payroll process details required. (Examples include but are not limited to: payroll company/software, payroll cycle, pay dates, bonus or off-cycle payroll details, method of providing payroll information to Compass).  
  • Communicate effectively with internal teams (Sales Team, Document/Database Team, Relationship Manager Team, Custom Liaison Team and Finance Team). 
  • Attend and participate in regularly scheduled Onboarding Team video call with our internal team. 
  • Answer client questions regarding their Retirement Plans and processes. This includes working with Compass specialists to provide answers to more detailed questions. 
  • Review Plan Document provisions with new clients as needed. 

Requirements

Required Skills/Abilities/Certifications:

  • Excellent verbal and written communication skills in addition to experience in customer service environments.    
  • Excellent organizational skills and attention to detail. 
  • Strong time management skills with a proven ability to meet deadlines in a fast-paced work environment. 
  • Ability to problem solve and to be pro-active. 
  • Proficient with Microsoft Office 365 suite of products including Outlook, Excel, and Word. 
  • Knowledge of the operation of general office equipment such as printer/copier/scanner, phones (VOIP), etc. 
  • Knowledge of web-based tools and working with multiple web-based applications with passwords and multi-factor authentication. 
  • Experience with Pension Pro software helpful. 

Education and Experience:

  • High school diploma or equivalent. 
  • At least two years' of related experience is required.  


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