Onboarding Manager
Enumerate
full-time
Posted on:
Location Type: Remote
Location: Remote • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $71,500 per year
Job Level
JuniorMid-Level
About the role
- Serve as the main point of contact for new clients during the onboarding process
- Guide clients through the activation, implementation and adoption of our Central, Engage and Payments software products, ensuring they achieve all milestones in a timely manner
- Collaborate with internal teams such as Sales, Implementation, Customer Success, and Product to ensure seamless transitions
- Provide training and guidance to clients to help them understand and adopt the platform efficiently
- Monitor the progress of each onboarding project, ensuring deadlines and client expectations are met
- Conduct regular check-ins with clients to troubleshoot issues, provide Tier 1 support, and track progress while customers are in the onboarding phase of their journey
- Identify areas for improvement in the onboarding process and propose new methods to optimize efficiency and client satisfaction
- Participate in project scoping and resource allocation discussions to ensure proper execution of onboarding plans
Requirements
- 2-4 years of experience in onboarding, customer success, or similar client-facing roles, preferably in SaaS
- Proven ability to manage multiple clients and projects simultaneously
- Excellent communication skills, with the ability to manage client relationships effectively
- Familiarity with project management and onboarding tools is a plus
- Bachelor's degree in a related field is preferred but not required
Benefits
- A client-focused individual with a passion for providing exceptional onboarding experiences.
- Strong communicator, both written and verbal, able to simplify complex technical topics for clients, while proactively setting and managing expectations throughout the onboarding process.
- Excellent at multitasking and managing multiple projects with attention to detail and client needs.
- Someone who takes full ownership of the customer experience, ensuring clients feel supported and confident throughout their onboarding journey.
- Able to collaborate effectively across departments to ensure smooth onboarding and product adoption.
- Process-oriented with the ability to identify and suggest improvements to workflows and customer journeys.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
onboardingcustomer successproject managementclient relationship management
Soft skills
communicationcollaborationproblem-solvingtime management