Senior Manager, CRM & Client Onboarding

BizIQ - Smart Growth Marketing

Sr. Manager of CRM & Client Onboarding managing BizIQ's GoIQ platform implementations for new clients.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CRM platform management and client onboarding processes, with a focus on automation, integration, and performance metrics. Proven ability to lead teams, develop standardized onboarding playbooks, and enhance client experiences to drive adoption and satisfaction.

Highest-signal resume keywords

CRM Platform ExperienceClient Onboarding ManagementTeam LeadershipMarketing Automation StrategyOnboarding Metrics Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM ConfigurationAutomation Workflow DesignIntegration SetupOnboarding Health MetricsClient Activation RatesStructured Client OnboardingDashboard CreationClient Success StrategiesRetention MetricsPlaybook Development

Soft Skills

Effective CommunicationCross-Functional CollaborationProblem-SolvingPresentation SkillsTeam Accountability

Tools & Technologies

GoIQ CRMZapierMakeStripePowerPointGoogle SlidesEmail ProvidersSMS Providers

Certifications & Qualifications

CRM Platform CertificationAdministrator-Level Expertise

Industry Keywords

SMB ClientsHome ServicesFranchisesProfessional ServicesHealthcare

About the role

Key responsibilities & impact

Lead, develop, and hold accountable a small onboarding team responsible for the end-to-end delivery of GoIQ CRM implementations for new BizIQ clients
Serve as the internal CRM subject matter expert, owning the configuration and quality of every new client's CRM environment, including pipelines, automation workflows, forms, and integrations
Own and continuously improve BizIQ's structured client onboarding journey — from kickoff call through platform go-live and the first 90-day check-in
Build and maintain a fully documented onboarding playbook that standardizes the client experience, reduces time-to-value, and scales with the team
Develop and maintain GoIQ's standardized CRM templates, the base setup deployed to every new client, evolving them as the platform and client needs change
Build client-facing marketing automation programs within the CRM, including lead nurture sequences, review request workflows, missed call text-back, and re-engagement campaigns
Lead or directly support client kickoff calls, platform walkthroughs, and training sessions that set expectations and build confidence from the first interaction
Establish and monitor onboarding health metrics, including time-to-launch, client activation rates, early churn signals, and 90-day satisfaction
Partner cross-functionally with sales and client success to ensure seamless handoffs before and after onboarding
Report onboarding performance metrics to leadership on a regular cadence, identifying friction points and proactively building solutions
Effectively present results, strategies, and client updates using tools such as PowerPoint or Google Slides
Contribute to special projects and cross-functional initiatives that move the business forward
Stay personally involved in onboarding new clients on an ongoing basis, translating hands-on delivery work directly into playbook improvements

Requirements

What you’ll need

Bachelor's degree in Marketing, Business, Communications, or a related field required
3+ years of hands-on, advanced CRM platform experience required, including account configuration, automation workflow design, and integration setup
CRM platform certification or demonstrated administrator-level expertise (e.g., GoHighLevel, HubSpot, or similar) strongly preferred
2+ years of experience leading or managing a small team in an onboarding, client success, or CRM implementation environment
Proven track record designing and delivering structured client onboarding experiences that drive adoption, reduce churn, and build long-term platform loyalty
Strong marketing knowledge — enough to guide SMB clients toward automation strategies that serve their actual business goals
Familiarity with CRM integrations including Zapier, Make, Stripe, calendar tools, and SMS/email providers
Experience working with SMB clients across home services, franchises, professional services, or healthcare verticals is a strong plus
Proficiency with onboarding and retention metrics, with the ability to build simple dashboards or reports that communicate client health and team performance to leadership

Benefits

Comp & perks

Medical, dental, and vision coverage for you and your dependents
Life insurance
Disability insurance
Company HSA contributions
401(k) with company match
Performance-based bonus opportunities
Access to BizIQ’s coaching and development ecosystem
Employee Maturity Model career pathing
Ongoing leadership development support
Generous PTO that grows with your tenure
Floating holidays
Paid parental leave
Pet insurance
Employee Assistance Program
Peer-to-peer recognition program including weekly prizes and gift cards