Onboarding Specialist at Homesteaders Life Company

West Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

17 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Onboarding, Implementation, Customer Success, SaaS, CRM Systems, Salesforce, Account Configuration, Workflow Configuration, Training, Data Import Coordination, Project Management

Industry

Insurance

Description

Description As an Onboarding Specialist, you will work at Elevia as part of Homesteaders Life Company. You will be responsible for onboarding funeral home customers to the Elevia texting platform. Ensure customers are properly configured, trained, and launched within a 30-day onboarding window. Your role will include managing kickoff calls, onboarding timelines, workflow configuration, and training to ensure successful adoption and customer satisfaction. Your responsibilities will include: Conduct onboarding kickoff meetings with new customers. Configure customer accounts and workflows on the Elevia platform. Coordinate with data specialists to ensure accurate data import. Manage onboarding timeline to achieve go-live within 30 days. Provide training sessions for funeral home teams. Create onboarding documentation and guides. Coordinate with Sales and Customer Success teams. Identify onboarding improvements and process enhancements. Requirements Bachelor’s degree preferred in business, communications, or related field 2+ years of experience in SaaS onboarding, implementation, or customer success Experience working with CRM systems such as Salesforce Ability to manage multiple onboarding projects simultaneously Pay and Benefits Summary: Our benefits include: An excellent schedule – office closes at 1 p.m. every Friday Remote Work Environment Annual profit sharing 401(k) with company match with discretionary contribution Company-sponsored group medical and dental insurance Company-paid life insurance Company-paid long-term disability Hybrid work environment Paid holidays Generous vacation time and sick leave Paid parental leave About Homesteaders: At Elevia, we believe that meaningful human connection has the power to transform the way families experience some of life’s most difficult moments. We are a B2B SaaS company who partners with funeral homes, hospice organizations, cemeteries, and other care focused professionals to ensure that every family receives compassionate, timely, and thoughtful communication—before, during, and after the services they rely on. You’ll play a direct role in helping families feel comforted and connected, while supporting businesses that are dedicated to serving their communities. Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other. We are currently not hiring in Arizona, Connecticut, California, Massachusetts, Oregon, Colorado, Montana, New York, Illinois, Minnesota, and Washington. 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.

Responsibilities

The Onboarding Specialist is responsible for integrating funeral home customers onto the Elevia texting platform, ensuring they are configured, trained, and launched successfully within a 30-day window. Key duties include managing kickoff calls, configuring workflows, coordinating data imports, and providing necessary training sessions.