Lead end-to-end onboarding engagements for GCPay customers, including implementation planning, configuration, and training
Analyze customer workflows related to subcontractor invoicing, lien waivers, compliance tracking, and payment processes, and recommend best practices using GCPay
Configure customer environments including billing structures, approval workflows, compliance requirements, and user permissions
Guide customers through onboarding milestones, ensuring timely and successful go-live
Deliver role-based training for project accountants, project managers, subcontractors, and executives
Support customers in transitioning from manual or legacy systems to standardized digital workflows
Act as a trusted advisor, helping customers improve efficiency, reduce risk, and increase visibility into financial processes
Partner with internal teams to ensure a seamless customer experience
Stay current on GCPay functionality, enhancements, and construction industry best practices

3+ years of experience in the construction or AEC industry
Experience with subcontractor pay applications, lien waivers, and compliance tracking
General understanding of SaaS platforms and software implementation or onboarding processes
Strong communication and training skills
Ability to manage multiple customer engagements and priorities simultaneously
Experience with construction financial or project management systems (e.g., ERP systems like Sage, CMiC, Viewpoint, etc.)

Customer Onboarding Specialist

Key skills