Own Upper Strategic Onboardings: Serve as the primary point of contact and trusted advisor during the onboarding phase for high-value clients
Strategic Program Leadership: Develop tailored onboarding plans that account for complex integrations, custom workflows, multi-stakeholder engagement, and change management
Executive Stakeholder Management: Build strong, multi-threaded relationships with senior customer contacts to ensure alignment on business goals, KPIs, and success criteria
Cross-Functional Collaboration: Partner with Sales, Product, Support, and Customer Success to ensure a seamless transition from sales to success
Process Optimization: Design, refine, and scale onboarding frameworks that support both white-glove service for Enterprise and repeatable processes for mid-market customers
Risk Management: Proactively identify and mitigate risks that could delay or impact time-to-value
Metrics & Reporting: Track and report on onboarding KPIs (time-to-value, adoption, NPS/CSAT, implementation timelines) and use insights to drive continuous improvement
Mentorship & Leadership: Provide guidance to onboarding team members and help elevate best practices across the organization
Requirements
5–8+ years of experience in Customer Success, Onboarding, Implementation, or Program Management within a SaaS company
Proven track record managing Enterprise-level client onboarding with complex technical and operational requirements
Exceptional project management skills with the ability to manage multiple large-scale implementations simultaneously
Strong executive presence and ability to influence senior stakeholders both internally and externally
Excellent communication, problem-solving, and relationship-building skills
Experience building or improving onboarding frameworks, playbooks, or methodologies
Openness to leveraging AI in daily work (Experience with LLMs and/or Generative AI is a plus)
Familiarity with tools such as Salesforce, Planhat, or other CS/implementation platforms is a plus
Familiarity with Department of Transportation or Fair Credit Reporting Act regulations is a plus
Benefits
medical, dental, and vision coverage
401(k) with company match
paid time off and holidays
wellness programs
employee assistance program
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.