Customer Onboarding Manager

Job Summary

To ensure successful customer transitions to immigration case management software, the full-time remote Customer Onboarding Manager will lead onboarding experiences, customize customer interactions, and maintain organized task management to enhance customer satisfaction and utilization of DocketWise.

Key responsibilities

• Prepare and lead customer onboarding experiences, assessing needs and customizing approaches for maximum engagement
• Complete assigned tasks in an organized manner to meet project deadlines and ensure customer success during the initial 90 days post-live
• Utilize tools like Zoom and Salesforce to provide efficient customer service and manage interactions effectively

Required qualifications

• BA/BS/BE degree required
• Exceptional customer relationship building skills
• Demonstrated experience leveraging AI tools and technologies to improve workflows
• Strong analytical capabilities for advanced problem-solving
• Ability to influence decision-making and change