Onboarding Manager
New
C
CoconutSaaS Onboarding
Philippines, EST or MSTFull-TimeManager
Salary$1800 - $2150/month
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Job Details
- Experience
- 2-4 years
- Required Skills
- Customer SuccessGoogle WorkspaceNotion
Requirements
- 2-4 years of experience in SaaS onboarding, implementation, customer success, account management, support, or technical customer-facing roles.
- Experience running live customer calls and conducting screen shares.
- Proficiency with GoHighLevel, Notion, Slack, Loom, and Google Workspace.
- Strong verbal and written communication skills.
- Ability to explain technical concepts to non-technical customers.
- Experience with home services or field service software (e.g., ServiceTitan, Jobber, Housecall Pro, AccuLynx) is a plus.
- Ability to operate in a fast-moving, evolving startup environment.
- Strong organizational skills and attention to detail.
Responsibilities
- Execute 20-30 minute onboarding calls to guide customers through setup and CRM integration.
- Verify pre-call requirements are met and coordinate handoffs from the sales team.
- Troubleshoot technical integration issues with platforms like ServiceTitan, Jobber, and Housecall Pro.
- Track onboarding KPIs including completion rates, activation time, and common customer blockers.
- Document and refine onboarding playbooks, SOPs, and email templates based on customer feedback.
- Transition activated customers to the Customer Success team with detailed handoff notes.
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