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Customer Onboarding Manager

Posted 14 days agoViewed

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💎 Seniority level: Manager, 3-5 years

📍 Location: United States

💸 Salary: 100000.0 - 105000.0 USD per year

🔍 Industry: Software Development

🏢 Company: Human Interest👥 501-1000💰 $161,000,000 Private about 2 years agoWealth ManagementRetirementFinanceInsurTechEmployee BenefitsInsuranceFinTech

🗣️ Languages: English

⏳ Experience: 3-5 years

🪄 Skills: LeadershipProject ManagementData AnalysisPeople ManagementHR ManagementCross-functional Team LeadershipCommunication SkillsAnalytical SkillsRESTful APIsAccount ManagementNegotiation skillsRelationship managementSales experienceTeam managementStrategic thinkingProcess improvementFinancial analysisChange ManagementCustomer SuccessSaaSBudget management

Requirements:
  • 3-5 years of total experience with 2+ years of management in customer onboarding or related disciplines in a SaaS environment
  • Proven track record of success in a quota-driven sales environment
  • You must be results a driven, confident, and dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
  • Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
  • Demonstrated success working with high volume metrics
  • Experience in SaaS and ability to work in a fast-paced tech environment
  • Excellent written, oral, presentation, and interpersonal communication skills
  • Bachelor’s degree in a related discipline
  • Experience evolving and optimizing people, processes, and tools
  • Expertise in managing and overseeing large complicated accounts and projects
  • Ability to effectively facilitate change from the executive level down
  • Ability to effectively navigate and mediate conflict
Responsibilities:
  • Manage a team of customer onboarding specialists and ensure they meet their quarterly goals
  • Strategize internal bonuses and promos to meet revenue goals
  • Actively inspect customer onboarding pipeline, monitor churn, and review onboarding calls to enforce process and talk tracks
  • Identify opportunities for improvement within your customer onboarding team
  • Identify launch blockers and collaborate cross-functionally to communicate blockers and identify solutions
  • Strategize with customer onboarding leaders, RVPs, and Program Management to identify process gaps and improvements
  • Partner with other managers and departments to resolve customer escalations
  • Manage the end-to-end customer onboarding process and forecast launch
  • Drive a culture of accountability while having fun in the process
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