Customer Onboarding Manager

Job Summary

A company is looking for an Associate Customer Onboarding Manager to support the onboarding of Small Market and Mid-Market customers.

Key Responsibilities

• Support the scaled onboarding of new customers using established processes and playbooks
• Assist customers with account setup, product configuration, and basic training in both one-on-one and group settings
• Conduct onboarding calls and follow-ups with clients to promote adoption of the company's software

Required Qualifications

• 1-3 years of experience in a customer success or onboarding role within a SaaS company
• Willingness to learn new processes, systems, and DOT/FCRA compliance concepts
• Positive, coachable attitude with a strong desire to grow
• Openness to leveraging AI in daily work (experience with LLMs and/or Generative AI is a plus)
• Previous experience with Salesforce, Gong, or Planhat is a plus