About This Role
This Onboarding Specialist role is central to bringing new customer sites online with AI-driven building controls across Texas, ensuring a seamless transition from contract to live platform. The position suits a detail-oriented individual who can manage complex processes, coordinate with various stakeholders, and ensure accuracy in every step of the onboarding journey.
Responsibilities
- Own the onboarding checklist for every new site and ensure every item is completed, verified, and recorded in the platform
- Keep the master schedule and site trackers accurate and current so anyone can see exactly where every site stands
- Confirm paperwork, site information, and customer contacts are complete before anything is scheduled
- Schedule installs with customers and installation crews, and keep everyone informed before, during, and after
- Set up new sites and customer accounts in the platform
- Support installers on install day and verify each site is fully live and correct within 48 hours
- Close out every site completely: records, photos, schedule updates, billing handoff, and customer go-live notice
- Follow up relentlessly on anything outstanding, from customers, installers, or the internal team, until it’s resolved
- Improve checklists and processes whenever a gap is found
Requirements
- A track record of getting the details right, including double-checking work, catching mistakes others miss, and finishing what is started
- Experience owning a process or project with many moving parts: multiple sites, deadlines, and people
- Strong organization skills, including keeping spreadsheets, trackers, and schedules current without being reminded
- Clear, professional communication by phone, email, and in person
- Working knowledge of building controls or HVAC, or a technical background that can be applied quickly
- Comfortable with web-based software and learning new platforms; uses AI tools in daily work
- Valid driver’s license and willingness to travel to sites across Texas, including occasional overnights
Nice to have:
- Building automation experience (BACnet, Trane, JCI, Siemens, Honeywell, Niagara, or similar)
- Basic IP networking
- Experience coordinating contractors or field crews
- Multi-site rollouts for retail, restaurant, or dealership portfolios
- Project coordination or scheduling tools (Smartsheet, MS Project, or similar)
Benefits
- Performance bonus
- Health, dental, and vision insurance
- Paid time off and paid holidays
- Additional benefits package