Onboarding Specialist

About Sunbound

Company. Sunbound is building the “financial OS for senior care.” The current senior care payments experience is broken—leading to higher costs, operational inefficiencies for senior living operators, and unnecessary stress for families. Sunbound solves this by delivering the first modern platform to manage this process end-to-end, saving operators and families time, money, and effort.

Mission. Our founders were inspired to start the business after seeing these challenges firsthand with their own families. We deeply care about supporting one of the most underserved groups in our population: seniors. Sunbound’s mission is to make managing money for senior living easy—so our customers can focus on what really matters: providing quality housing and care.

Team. We're a tight-knit, driven team with hubs in NYC and Washington, DC.

Traction. Since launching in mid-2023, we now serve thousands of families and are doing 7 figures in ARR.

Growth. Sunbound is on fire—growing over 30% month-over-month. The senior living market is a massive and fast-growing $230B+ opportunity as the “baby boomer” generation continues to age.

Funding. We recently closed our Series A from top-tier investors including TTV Ventures, Fika Ventures, Bling Capital, Liquid2 Ventures, Cambrian Ventures and Max Ventures. These firms have collectively backed over 20 unicorns such as Square, Lyft and Rippling. We also have backing from key industry participants including LiveOak Bank and Omega Healthcare Investors (the largest Skilled Nursing focused REIT).

About the role

We are looking for an Onboarding Specialist to help ensure our product is deployed quickly and successfully with our customers. Reporting to the Implementation Lead, this individual will serve as a hands-on partner to new Sunbound clients, guiding them through a smooth, structured onboarding experience and help configure our systems to fit their operational needs. This person will also partner with internal and external stakeholders to collect customer feedback and proactively identify and resolve issues to ensure a successful go-live.

This is an early role for this function at Sunbound and an opportunity to help shape the team and processes as we grows. The idea candidate will bring strong B2B SaaS onboarding experience and is proactive, solutions-oriented, and confident working directly with customers.

Responsibilities

In this role you will...

• Own the full onboarding process for new customers from kickoff to go-live.

• Lead onboarding sessions, trainings, and group presentations with confidence and clarity.

• Anticipate needs, identify issues early, and proactively bring forward actionable solutions.

• Build strong relationships with customer teams, helping them adopt new workflows and tools.

• Collect, review, and verify onboarding documentation with exceptional attention to detail.

• Configure accounts, workflows, and system settings to match customer operational needs.

• Troubleshoot challenges, find answers quickly, and escalate when appropriate.

• Communicate consistently with Operations, Customer Success, Product, and Support to ensure alignment and smooth handoffs.

• Recommend improvements to onboarding workflows, SOPs, and materials as we scale.

What we expect from you

• Bachelors degree and 2+ years in an onboarding / implementation role at a B2B SaaS company

• Familiarity with revenue cycle management and/or insurance billing workflows

• Resourceful and self-directed — able to find answers and navigate complexity without constant guidance.

• Able to remain calm, empathetic, and professional in high-stress or time-sensitive situations.

• Detail-oriented with strong organizational and follow-through skills.

• Clear written and verbal communication skills, especially when tracking multiple items and stakeholders.

• Ability to manage deadlines in a fast-paced, client-focused environment.

• A resilient person with a “can do” attitude

• Someone who is determined to win

Bonus Qualifications

• Interest or experience in AgeTech / Senior living

• Early stage startup experience

Why join us

• Collaborative, mission-driven team that cares deeply about making an impact in senior care and doing right by our customers 

• Product-led culture with a focus on continuous improvement, learning, and transparency

• Real ownership in building customer-facing functions from the ground up

• Opportunity to shape the future of the business and grow with us as we scale

Equal opportunity employment

We are an equal opportunity employer. We welcome amazing people from all backgrounds, experiences, abilities, and perspectives. If you need a reasonable accommodation during the application process, email us at [email protected]. We hope you’ll join us.