Principal Onboarding Specialist, SMB

Fidelity is hiring a Principal Onboarding Specialist, SMB to join our fully remote team in the United States. As a Principal 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 — US (PST)). 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: • Lead onboarding and ongoing enablement • Advocate for customer needs internally • Track health metrics and reduce churn • Identify expansion and renewal opportunities • Own a portfolio of customer accounts What we offer: • Comprehensive medical, dental, and vision coverage • Paid parental leave • Flexible working hours across US time zones • Home office and wellness stipends • 100% remote, work-from-anywhere-in-the-US culture 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: • 7+ years of experience, including leading teams or projects • Experience in customer-facing roles • Comfort with SaaS products and CRMs • Excellent communication • Strong relationship-building skills Nice to have: • Familiarity with modern collaboration tools (Slack, Notion, Linear) • A growth mindset and eagerness to keep learning