Customer Onboarding Manager

Job Summary

To support human services organizations, the full-time Customer Onboarding Manager II - Reporting and Forms Specialist will lead new customers through their post-launch engagement, focusing on reporting and form configuration to ensure they achieve measurable outcomes using the Casebook platform.

Key responsibilities

• Manage post-launch reporting engagements for new customers, guiding them in report setup and data validation
• Collaborate with existing customers to enhance their reporting capabilities and identify opportunities for deeper adoption
• Serve as a subject matter expert on reporting and form capabilities, providing guidance and developing training resources for internal teams

Required qualifications

• 2+ years of experience utilizing Casebook or Reveal
• 3+ years in SaaS onboarding, implementation, customer success, or a reporting/analytics-focused customer-facing role
• Demonstrated experience configuring and teaching reporting or data tools within a B2B SaaS platform
• Strong ability to translate raw data concepts into practical insights for non-technical users
• Understanding of the operations and reporting needs of human services organizations