Customer Onboarding Manager
Deel
CloudSFDC
Onboarding Project Manager – Healthcare
CENTEGIX
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
CloudJavaScriptSFDC
About the role
- Manage and lead the end-to-end customer onboarding and implementation process for new Safety Platform and conversion customers, from initial planning and kickoff to final delivery and handoff to support teams
- Act as the SME, fielding questions from customers and recommending best practices based on the district nuances and where they are in the conversion process.
- Coordinate equipment installation with customers and installation team and remain in communication throughout the duration of the installation, making adjustments as necessary.
- Create large scale installation & project schedules, working cross-functionally between Centegix departments to ensure all prerequisites and dependencies are met.
- Assist customers with testing plans and ensure testing is scheduled, completed and issues resolved.
- Lead cross-functional teams and ensure collaboration amongst all departments.
- Serve as the primary point of contact for customers during the onboarding and implementation phase, ensuring regular communication, setting clear expectations, and managing customer relationships.
- Collaborate with internal teams (Onboarding Project Coordinator, Sales, Solutions, Command Center, Service Delivery, Customer Success, Product, Warehouse, Field Services, and etc.) to ensure alignment and timely delivery of customer solutions.
- Develop and maintain project plans and timelines, ensuring all project deliverables are met on time, within contract terms, and with a high level of quality.
- Identify potential project risks and issues early on, and develop mitigation plans to address them proactively.
- Focus on delivering a positive onboarding experience for the customer, ensuring their needs are understood, and their success is prioritized throughout the process.
- Ensure all project-related documentation is complete, accurate, and up to date, including timelines, project plans, risk logs, and status reports in Monday.com and Salesforce.com.
- Provide regular updates to leadership on project status, challenges, and successes, highlighting key metrics and ensuring alignment with company goals.
- Cross-train on other components of Safety Platform to onboard new customers and convert current customers, including training, application configuration support and go-live readiness planning of CrisisAlert, Safety Blueprint and Visitor Management.
Requirements
- 3-5 years of experience in a project management role
- 20% Travel
- Software Application Customer Onboarding experience required – Education Technology software a plus
- Monday.com and/or Salesforce or similar experience required
- Ability to work within multiple time zones in the USA
- Experience as a Project Manager in Healthcare, Higher Education or Government a plus
- Strong Project Management Skills
- Competent and Resourceful project leader, able to drive cross-functional collaboration to ensure customer success
- Excellent verbal and written communication skills, including leading meetings and presentations both in-person and virtually
- Proven customer facing experience
- Strong experience with using Microsoft Excel, Word and PowerPoint, G-Suite or equivalent tools
- Ability to multitask, prioritize and manage time effectively
