Onboarding Specialist

Homesteaders Life Company • West Des Moines, IA

2h • Hybrid

About The Position

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.

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.

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

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees