Bucketlist Rewards and Recognition

Onboarding Specialist

• Lead end-to-end onboarding for new SMB, mid-market and enterprise clients, from post-sale handoff through launch and early adoption.
• Manage 10–15 concurrent implementation/onboarding projects, each with unique timelines, goals, and stakeholders.
• Run project kickoffs, training sessions, and milestone check-ins tailored to each customer’s needs.
• Translate customer goals into a clear implementation/onboarding plan that aligns with Bucketlist best practices.
• Ensure customers understand platform features, configuration options, and recommended program design.
• Become a Bucketlist platform expert and guide customers through setup, integrations, branding, communications, and rollout.
• Provide strategic recommendations rooted in recognition & engagement best practices.
• Develop strong relationships with stakeholders at all levels, becoming a trusted advisor early in the customer journey.
• Monitor customer onboarding health metrics and proactively address blockers.
• Own all project timelines, deliverables, and risk management throughout the onboarding lifecycle.
• Collaborate closely with Sales, Support, Product, and Customer Success to ensure seamless handoffs and a unified customer experience.
• Escalate issues internally and externally with clarity, diplomacy, and urgency when needed.
• Provide feedback to Product based on customer onboarding insights and feature adoption trends.
• Track onboarding KPIs (time-to-launch, activation metrics, stakeholder engagement, etc.).
• Report on onboarding progress to internal teams and surface opportunities for expansion or early wins.
• Contribute to process optimization by enhancing playbooks, documentation, templates, and onboarding workflows.
• Champion the voice of the customer internally and advocate for continuous improvement.

Customer Onboarding Manager