The Onboarding Consultant I will primarily manage Commercial and Mid-Size implementations while developing the product knowledge, technical expertise, and client leadership skills needed to support increasingly complex Strategic and Enterprise projects. This role is ideal for someone who takes ownership, communicates confidently with clients, enjoys solving problems, and can manage multiple projects and priorities at the same time.

This aligns directly with the first level of Rev.io's Onboarding Consultant progression model, which assigns Consultant I Commercial and Mid-Size projects and a secondary role on Strategic or Enterprise projects. 

Key Responsibilities

Client Onboarding & Project Management

• Own assigned client onboarding projects from kickoff through activation and graduation
• Lead client meetings and maintain clear communication around project milestones, deliverables, risks, dependencies, and next steps
• Build, maintain, and present client-facing project plans on a weekly basis
• Coordinate internal and client resources to keep implementations progressing toward agreed-upon timelines
• Maintain required project documentation, including project charters, configuration documentation, activation checklists, change orders, SOWs, and other implementation materials
• Proactively identify project risks and blockers and escalate when appropriate
• Ensure Zendesk tickets and implementation requests are managed in accordance with established SLAs

These responsibilities reflect the progression model's shared expectations around client-facing project plans, project charters, activation checklists, Zendesk SLAs, change orders/SOWs, and administrative processes. 

Solution Configuration & Implementation

• Develop a strong understanding of Rev.io products, workflows, integrations, and onboarding methodology
• Gather and validate client business and configuration requirements
• Configure supported integrations for Commercial and Mid-Size implementations
• Complete add-on configurations for existing clients as assigned
• Partner with technical resources and other internal teams to resolve configuration, integration, and implementation challenges
• Track implementation and module completion throughout the project lifecycle
• Participate in ongoing product training to continuously expand technical and product knowledge

The Consultant I progression expectations specifically include product training, module tracking, Commercial/Mid-Size integration configuration, and add-on configuration. 

Client Experience & Cross-Functional Ownership

• Serve as a trusted partner to clients throughout the implementation process
• Set clear expectations and maintain accountability for both Rev.io and client-owned deliverables
• Translate technical concepts and requirements into clear, actionable information for clients
• Partner closely with Sales, Product, Engineering, Support, Client Success, and other teams to drive successful client outcomes
• Participate in Strategic, Enterprise, and onsite client engagements as opportunities arise
• Represent Rev.io's ACT TOP values in every client and internal interaction

Learning & Development

• Participate in role plays, call reviews, team training, and ongoing professional development
• Build proficiency in Rev.io's onboarding scripts and client conversations, including kickoffs, weekly project calls, retrospectives, and activation calls
• Complete required product and module certifications
• Incorporate coaching and feedback into day-to-day client interactions
• Develop the skills and experience required to progress through Rev.io's Onboarding Consultant career path

Rev.io's internal model specifically expects Consultant I employees to participate in daily role plays/training and demonstrate mastery of core onboarding conversations as part of their development. 

Qualifications

• 1–3 years of experience in SaaS implementation, client onboarding, project management, customer success, professional services, or another client-facing role preferred
• Strong organizational and project management skills with the ability to manage multiple projects and competing priorities
• Excellent written and verbal communication skills
• Comfortable leading client meetings and communicating with stakeholders at multiple levels
• Strong attention to detail and commitment to following through on commitments
• Demonstrated ability to take ownership, identify problems, and drive work toward resolution
• Technical aptitude and willingness to learn software configuration, integrations, data workflows, and complex business processes
• Ability to translate technical concepts into clear language for clients
• Comfortable learning through feedback, coaching, role plays, and hands-on experience
• Ability to work effectively across multiple departments and functions
• Experience with SaaS, billing, telecommunications, managed services, professional services automation, or related technology is a plus
• Bachelor's degree or equivalent combination of education and relevant professional experience preferred