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Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Project manage the thorough and complete onboarding of new Cofactr customers, ensuring they are configured, enabled and meet defined activation exit criteria within a 60 - 90 day engagement window.
- Drive initial purchasing activity and GMV for Cofactr by identifying and eliminating friction in the buying process. Continuously reinforce the value of getting fully live on the platform quickly.
- Own the structured handoff process from Sales through onboarding, and execute a clean, well documented transition to the Customer Success Account Management team upon activation completion.
- Act as a strategic partner and extension of your customers' teams during onboarding, conducting deep discovery to understand their workflows, pain points, and priorities, guiding them to solutions within the Cofactr platform.
- Collaborate with leadership to build scalable, repeatable onboarding playbooks, activation checklists, and escalation paths that can grow with the business.
- Partner closely with Sales, Product, Engineering, and Customer Success to resolve blockers, surface customer feedback, and continuously improve the onboarding experience.
- Track and analyze activation metrics, including time to first purchase, configuration completion rates, and GMV generated during onboarding to continuously improve outcomes.
- Contribute to onboarding resources, help documentation, and training materials that empower customers to self-serve and accelerate their own activation.
Requirements
What you’ll need- 4 - 7+ years of experience in customer onboarding, implementation, activation, and customer success in a B2B SaaS or technology environment
- Extra credit for supply chain, procurement, or hardware/manufacturing industry experience
- Proven ability to manage multiple concurrent onboarding engagements with structured timelines, clear milestones, and defined exit criteria.
- You understand that onboarding isn't just about configuration, it's about unlocking revenue. You can connect the dots between activation and business outcomes for both Cofactr and our customers.
- Excellent verbal and written communication skills, with the ability to conduct discovery, manage expectations, and keep customers engaged and accountable across a 60 - 90 day journey.
- Comfortable navigating and configuring SaaS platforms; able to investigate technical blockers and loop in the right partners to resolve them quickly.
- Familiarity with tools like SFDC, Pylon, Gainsight, Metabase, or Statisfy; ability to quickly learn new platforms and technologies.
- Energized by early-stage environments and excited to build scalable processes from scratch.
- Industry Experience in supply chain, electronics, manufacturing, or logistics not required but HIGHLY sought
- Willingness to travel up to 30% of the time
Benefits
Comp & perks- Competitive salary and equity
- 100% employee premium coverage of health, dental, and vision plans
- FSA offerings
- 401(k) with 4% company matching
- Unlimited time off policy
- Commuter benefits with a company contribution
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer onboardingimplementationactivationcustomer successactivation metricsconfigurationrevenue unlockingdiscoveryprocess managementmilestone tracking
Soft Skills
communicationcollaborationproblem-solvingcustomer engagementaccountabilityadaptabilitystrategic partnershiporganizational skillsleadershiptime management
