Onboarding Specialist, SMB

Fidelity is hiring a Onboarding Specialist, SMB to join our fully remote team in the United States. As a Onboarding Specialist, SMB, you'll drive adoption, retention, and growth for our customers. This is a full-time, work-from-home role open to candidates across the US (Remote — USA). About the role You'll drive adoption, retention, and growth for our customers, partnering with a friendly, distributed team across US time zones. We care about outcomes over hours and give you the autonomy, tools, and support to do your best work from home. What you'll do: • Own a portfolio of customer accounts • Track health metrics and reduce churn • Advocate for customer needs internally • Identify expansion and renewal opportunities • Lead onboarding and ongoing enablement What we offer: • Competitive salary and meaningful equity • Flexible working hours across US time zones • Paid parental leave • Annual learning and professional development budget • Comprehensive medical, dental, and vision coverage How we work We're remote-first and async-friendly. Expect clear documentation, regular feedback, supportive teammates, and real opportunities to grow your career. Fidelity is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for everyone.

Minimum qualifications: • 2+ years of relevant experience • Excellent communication • Comfort with SaaS products and CRMs • Strong relationship-building skills • Experience in customer-facing roles Nice to have: • A growth mindset and eagerness to keep learning • Familiarity with modern collaboration tools (Slack, Notion, Linear)