Customer Enablement Manager – Onboarding Jobs

Highly organized with excellent time management skills

2 years of experience in a customer account, support, or sales role

Excellent written and verbal communication skills

Desire to continuously grow and develop skills

Facilitate introduction calls and demonstrations to new clients to provide training and build rapport throughout the onboarding process.

Drive efficiencies in processes by creating customized workflows and toolkits and providing coaching to clients.

Project management skills with an emphasis on attention to detail, timelines, and quality of work.

2+ years of customer success and/or project management, ideally in a SaaS environment.

Experience developing, installing, training, and/or supporting B2B solutions (previous experience with ZoomInfo and/or ZoomInfo certification strongly preferred).

Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.

Highly collaborative, organized, and execution-oriented with strong presentation skills.

Superior relationship and communication skills (both verbal and written).

Showcase exceptional multitasking capabilities, thriving in dynamic environments where the capacity to manage multiple operational facets concurrently is paramount.

Oversee the end-to-end customer journey - orchestrating a seamless experience from initial purchase through installation.

Navigate customer inquiries that arise between the sales phase and their introduction to their dedicated Customer Success Managers.

Exhibit exemplary written and verbal communication skills, facilitating clear and effective correspondence.

Collaborate closely with our sales team to expedite the processing of incentivized installations funded through national utility companies

Verify the completion of all customer-related fees prior to scheduling installation appointments.

2+ years of experience in SaaS, software account management or client services

Work with customers to understand critical goals, challenges, and key performance indicators to guide and adjust the onboarding experience accordingly

Excellent verbal and written skills

An ability to project manage and hold customers accountable to homework and deadlines

An ability to set and manage expectations and handle objections

Ability to manage multiple competing objectives with a demonstrated ability to adapt quickly to change and prioritize workload

Previous Project Management experience and demonstrated success balancing multiple stakeholders

Ensure all M&A activity is reported and tracked in appropriate systems, manage pro-active communication with all impacted stakeholders

Extensive knowledge of our payments business and demonstrated interest and Knowledge of integration of third party assets

Excellent communication and writing skills, including the ability to explain complex information simply and clearly

Strong interpersonal skills with demonstrated cross functional/cross regional collaboration and teamwork

Strong analytical, problem solving, agility and creative thinking skills

Experience: Three (3) years of relevant experience in a project management role (in addition to education requirement).

C. Other Knowledge, Skills or Abilities Required

Create and execute project plans and reporting for all projects. Provide any reporting needed to management, sales and clients.

Communicate standard processes to internal and external clients and assist Sales in the management of client expectations.

Organizational skills to manage multiple projects with varied timelines

Manage internal processes and teams to ensure projects are initiated and completed in a timely manner and communicate any risks.

Educational Benefits: we provide some annual reimbursement toward educational programs/courses that will help you in your role with us.

Experience managing a team effectively

Experience creating a culture of accountability

Even More Peace of Mind: We value our families and offer appealing Paid Parental Leave.

Prepare for the Future: 401k with a generous company match up to 5.5%, unlimited access to financial advisors.

Flexible Work Models: In-office, work-from-home, or hybrid.

Proven experience in sales enablement, sales enablement program management, sales training, or a similar role within a fast-paced sales environment.

Exceptional communication and presentation skills.

Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits

Family-forming benefits (IVF, Preservation, Adoption etc.)

Parental support for children with developmental and learning disabilities

Bachelor's degree in business, marketing, or a related field.

5 years of experience in onboarding and implementation

5 years of project oversight experience

·Collect, analyze, and summarize information and trends as needed to prepare project status reports.

·Performs special projects as requested.

Bachelor's degree from an accredited college or university in a related field

Work with the CS and GTM leaders to establish role-based curriculums and programs that drive knowledge and skill development.

Is a skilled sales coach and has 1:1 and 1:many training experience in a fast-growing SaaS environment.

Consistently incorporate feedback into training programs to ensure the best-in-class, interactive, and engaging training experience across all KPIs.

Possesses a quota-carrying role as a CSM or Account Manager. Being a top performer is a giant plus.

Has experience designing and implementing scalable, repeatable coaching programs for CS ICs, leaders, and teams.

Has 3+ years of Sales and Customer Success enablement experience in SaaS.

Superb organization skills with the ability to manage competing priorities

- Evaluate BSA/AML CDD and EDD requirements for all products or features

- Identify and evaluate customer onboarding requirements for new and existing products or features

- Build tactical and scalable solutions for operational teams to manage compliance tasks and risks

8+ years in the compliance industry, with experience in managing customer onboarding programs in the financial industry

Operational knowledge in building a sound Compliance program

Experience in management, training and/or onboarding (preferably in B2B SaaS environment).

Experience with Learning Management platforms a plus

Run skills gaps analysis to Identify areas of improvement in current sales representatives’ processes and mitigate future risk.

3+ years experience in full customer success and/or CS training adjacent roles.

Excellent written and verbal communication skills.

Experience in familiar Client-Facing & Enablement tools a huge plus (Gong, AskAI, Salesforce, Guru, Articulate Rise, Highspot, Slack, Looker).

Strong project management skills, with a demonstrated ability to manage multiple priorities and workflows in a fast-paced environment.

Develop and implement a comprehensive enablement strategy for the CS team, including onboarding, training, and ongoing skill development.

Exceptional communication and interpersonal skills, with the ability to build trust and rapport with both internal and external stakeholders.

Experience with Customer Success tools, such as GainSight or ChurnZero.

Experience with a CRM, such as Salesforce or HubSpot.

Collaborate with cross-functional teams to identify and develop resources and implement best practices to improve team efficiency and effectiveness.

Project Management Profession (PMP certification preferred)

Relationship Management: Strong ability to build and maintain positive relationships with customers, identifying opportunities for business growth, and resolving customer complaints.

3-5 years of Industry experience or B2B enterprise SaaS experience

Detail-oriented: Highly organized and systematic, ensuring all issues are managed to completion.

Customer Centric: Provide excellent customer experience and be obsessed with providing a positive experience throughout the customer journey.

Flexible and remote work opportunities

Strong competency in Project Management techniques and approaches Customer first mentality; ability to empathize and build customer loyalty

Strong time management - you will manage numerous implementations simultaneously

Proven consultancy skills with the ability to identify opportunities and promote business benefits to a Customer

Deliver projects following the Workvivo Customer Experience Implementation methodology

Proactively manage multiple customer projects within scope and schedule

Engage and manage key customer stakeholders throughout the implementation

Change Management – The ability to help counterparts through difficult transitions to a new process, workflow, or situation.

5-7 years of Operational experience with at least 3 years in Revenue Cycle.

Leadership Skills – Strong communications and leadership skills, while acting as a role model and coaching team members in R1’s core values.

Interpersonal Skills – The ability to establish oneself as a peer and trusted partner for our client counterparts.

Monitoring and tracking all aspects of the customer onboarding including key milestones, deliverables and timelines

Frequently providing updates on work progress, obstacles and overall performance with focus on execution and progress towards delivery

Identify the knowledge and skills required for successful outcomes of all CSM roles

Work with the CS and GTM enablement leaders to establish role-based curriculums and programs that drive the knowledge and skill development

Align and execute programs that build foundational capability for role-based knowledge and skills

Create the tools and programs that support the knowledge, skill development and leader coaching

5+ years or experience as part of OR supporting a Customer Success organization

Demonstrated ability to establish and manage project priorities and timelines to achieve results

Minimum Qualifications (knowledge, Skills, And Abilities)

Engage with current customers to support the customer experience.

Remain knowledgeable about any and all updates to the AxisCare platform.

Bachelor's degree or equivalent experience

Strong written and verbal communication skills

Work with clients to understand and help them overcome their business challenges.

Experience with enterprise customer management.

Strong project management skills, with the ability to manage multiple projects simultaneously.

Manage the end-to-end onboarding process for clients, including scoping, planning, resource allocation, and timeline management.

Implement performance management processes, including goal setting, performance evaluations, and performance improvement plans.

Proven experience as an implementation manager, onboarding manager, or similar role.

Serve as the primary point of contact for clients, understanding their requirements and objectives.

You have strong project management skills and experience working with multiple customers concurrently

Leverage strong project management skills to develop and manage multiple concurrent, time-bound customer engagements

Help develop and manage a library of customer enablement resources and tactics to help accelerate adoption and scale impact

You have excellent written and verbal communication and presentation skills

Have experience using or working with Figma or strong product savvy and the ability to quickly develop proficiency

Conduct discovery meetings to understand business objectives, core processes and workflows, and customer needs to provide ideal solutions and standard processes