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Customer Onboarding Manager Jobs

Customer Success Manager, Onboarding
By Semrush At Dallas, TX, United States
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.
Customer Onboarding Manager Jobs
By ZoomInfo At Vancouver, WA, United States
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).
Senior Customer Onboarding Manager
By Runwise At New York, NY, United States
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.
Customer Onboarding Manager Jobs
By Parallax At Minneapolis, MN, United States
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
Manager, M&A Integration (Customer Onboarding)
By Mastercard At , Purchase
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
Project Manager Customer Onboarding
By WM At , Windsor
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.
Customer Onboarding Manager Jobs
By Dental Intelligence Inc. At Pleasant Grove, UT, United States
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.
Customer Onboarding/Implementation Manager
By Fynn.io At Atlanta, GA, United States
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
Customer Onboarding Program Development Manager, Cash App
By Cash App At New York, NY, United States
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
Customer Onboarding Associate Jobs
By Justworks At New York, NY, United States
Work cross-functionally with our Operations team to set up and guide our customers through benefits enrollment
Manage a queue of open issues and tasks to deliver timely and effective solutions - escalating when necessary
Minimum of 1 year of professional experience
Customer support skills and comfort handling challenging situations over the phone - ability to be empathetic, compassionate, responsive and resourceful
Strong written and verbal communication skills with acute attention to detail
Provide high-quality support to customers through phone and email as needed
Enterprise Customer Onboarding Manager
By Tekmetric At United States
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
Customer Onboarding Project Manager
By Workvivo (a Zoom company) At Massachusetts, United States
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
Manager, Customer Onboarding Jobs
By R1 RCM At United States
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
Associate, Project Manager (Customer Onboarding Specialist)
By Centric Brands At New York, NY, United States
Experience with account set up, operations and process improvement
Solid organizational skills including attention to detail and multi-tasking skills
Act as the corporate onboarding specialist for all customers set up request across Centric Brands
Monitor status of customer set ups in progress and escalate any roadblocks as needed
Administrator of the Centric Customer onboarding portal
Main contact for all non IT portal support
Director Of Customer Onboarding
By Virtuous At United States
Ample Medical/Dental/Vision healthcare benefits including dependent plans & HSA/FSA offerings
Manage customer success activities related to customer onboarding, training, and data migration
5+ years of relevant experience managing a team as an Onboarding Director, Customer Success Director, or other related role
Exceptional communication skills - ability to build rapport with customers, employees, and remain highly professional
Knowledge of CRM SaaS preferred
Nonprofit consulting or data migration experience a plus
Customer Onboarding Leadership - Cx Benefits
By Gusto At New York, NY, United States
5+ years minimum of people management experience, leading teams
Prioritize outcomes that are customer focused and advocate for the top benefits experience possible
Minimum 2+ years experience leading managers preferred
Empower a team of managers, captains, and individual contributors
Create clarity on team roles, expectations, goals, and objectives focused on consistent, accurate, and exceptional customer outcomes and experience
Experience leading in CX, Operations, Customer Service, Customer Success or Sales advising teams preferred
Customer Onboarding Manager Jobs
By AxisCare Home Care Software At Waco, TX, United States
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.
Customer Success Manager / Onboarding Specialist
By Opus1.io At United States
Manage end to end customer onboarding projects (requirements gathering, detailed account setting up, data migration, training and hands on assistance)
Demo new features, record and publish short demos and tutorial videos, maintain knowledge base and FAQs
Proven hands-on experience with setting up CRMs / ERPs & Saas / Internet applications
Experience hosting product demo & webinars
Reproduce issues from existing customers and log bugs and issues for our development team to address
A passion for listening to customers and assist them in their journey evaluating, onboarding and using opus1.io
Enterprise Customer Implementation & Onboarding Manager
By Synctera At United States
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.
Sr. Transformation Lead, Customer Onboarding
By Applied Systems At United States
Strong project management, influential leadership, analytical and interpersonal skills
Develop and implement strategies to enhance the customer onboarding experience across all channels
Develop reports and dashboards to track customer experience metrics and communicate progress to key stakeholders
Can work remotely or from an Applied Systems office
Seven or more years of experience in customer onboarding and/or customer transformation roles, utilizing customer onboarding tools and platforms
Experience working for a SaaS organization is essential

Are you looking for an exciting opportunity to help shape the customer onboarding experience? We are looking for a Customer Onboarding Manager to join our team and lead the development of our customer onboarding program. You will be responsible for creating a seamless onboarding experience for our customers, ensuring that they have the best possible experience when joining our company. If you have a passion for customer service and a knack for problem-solving, this could be the perfect job for you!

Overview:

The Customer Onboarding Manager is responsible for ensuring that customers have a smooth and successful onboarding experience. This includes managing the customer onboarding process, providing customer support, and ensuring that customer expectations are met. The Customer Onboarding Manager will also be responsible for developing and implementing strategies to improve customer onboarding and retention.

Detailed Job Description:

The Customer Onboarding Manager is responsible for managing the customer onboarding process. This includes developing onboarding plans, coordinating customer onboarding activities, and ensuring that customer expectations are met. The Customer Onboarding Manager will also be responsible for providing customer support, troubleshooting customer issues, and developing strategies to improve customer onboarding and retention.

What is Customer Onboarding Manager Job Skills Required?

• Excellent customer service skills
• Strong organizational and time management skills
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Ability to handle multiple tasks and prioritize effectively
• Knowledge of customer onboarding processes and best practices
• Ability to analyze customer data and develop strategies to improve customer onboarding and retention

What is Customer Onboarding Manager Job Qualifications?

• Bachelor’s degree in business, marketing, or related field
• At least 3 years of customer service or customer onboarding experience
• Experience with customer relationship management (CRM) systems
• Knowledge of customer onboarding processes and best practices
• Proficiency in Microsoft Office Suite

What is Customer Onboarding Manager Job Knowledge?

• Knowledge of customer onboarding processes and best practices
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer service and customer support processes
• Knowledge of data analysis and reporting

What is Customer Onboarding Manager Job Experience?

• At least 3 years of customer service or customer onboarding experience
• Experience with customer relationship management (CRM) systems
• Experience with data analysis and reporting
• Experience developing and implementing customer onboarding strategies

What is Customer Onboarding Manager Job Responsibilities?

• Develop onboarding plans and coordinate customer onboarding activities
• Provide customer support and troubleshoot customer issues
• Analyze customer data and develop strategies to improve customer onboarding and retention
• Develop and implement customer onboarding strategies
• Monitor customer onboarding progress and ensure customer expectations are met
• Develop customer onboarding materials and training materials
• Monitor customer feedback and develop strategies to improve customer satisfaction