Customer Onboarding Manager

Insider One

Customer Onboarding Manager guiding new clients through successful onboarding at Insider One. Collaborating with clients and teams to ensure successful platform implementation and adoption.

Posted 4/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

ERPPMP

About the role

Key responsibilities & impact

Project manage customer onboardings to successful outcomes, accelerating Time to Value, growing and retaining customers.
Collaborate with internal technical resources to empower and train customers to use Insider One’s platform and powerful features as efficiently as possible.
Establish credible relationships with all levels of the customer organization, from senior managers to end users of Insider One, to understand their business and technical goals for using Insider One.
Help drive early adoption, setting KPIs and success metrics for ROI.
Advocate customer business use-cases to product development
Ensure successful transitions to the Customer Success Manager team after onboarding by understanding and documenting client stakeholder roles and hierarchy.
Enhance customer experience during onboarding by designing and continually improving processes and materials.
Where required, tailor 1:1 onsite and remote onboardings to meet client needs and exceed expectations.
Responsible for establishing client’s trust and confidence in Insider One platform
Help drive early adoption, setting KPIs and success metrics for full ROI attainment
Where necessary, coordinate effectively with client agencies and third parties to drive desired outcomes
Ensure highest deliverable quality and client satisfaction to streamline the post-onboarding transition to the Customer Success & Support teams
Where applicable, coordinate with the development team to ensure the custom development is up to standard and meets client expectations
Understand and document client stakeholder roles within an account to ensure smooth & successful transition to the Customer Success Manager team after onboarding
Own project and assume responsibility for successful project implementation while working closely with internal and external stakeholders
Facilitate exceptional user-enablement training and workshops

Requirements

What you’ll need

Minimum 5 years experience in SaaS project management and client onboarding
PM qualifications (Agile, PMP, Prince2) is a plus
Strong written and verbal communication skills; business fluency in English
Strong time and task management skills are a must
Strong at Communication with Internal & External Stakeholders
Delivering projects in a timely and qualified manner
Understanding of Google Tag Manager, Google Product Feed, and Google Analytics is an advantage
Understanding of webhooks and API
Exposure to and understanding of AI driven product recommendation tools and algorithms is an advantage
Experience with other CRM, ERP / Marketing Automation platforms as an advantage

Benefits

Comp & perks

Be part of a diverse team that’s as global as it gets — where every voice is heard and 50+ nationalities build together.
Level up with internal trainings covering AI fundamentals, coding, foreign languages, and a wide range of personal development skills.
Feed your curiosity with access to Spotify, LinkedIn Learning, Blinkist, MasterClass, and CloudGuru.
Become a Shareowner through our eligibility-based “ESOP” and own a piece of what you build.
Help build the team you want to work with and enjoy rewarding referral bonuses.
Opportunities to give back to your community through volunteering and purpose-driven social impact projects.
From global retreats to team-building activities, expect year-round events that turn into lifelong memories.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS project managementclient onboardingAgilePMPPrince2Google Tag ManagerGoogle Product FeedGoogle AnalyticswebhooksAPI

Soft Skills

communicationtime managementtask managementstakeholder managementcustomer relationship buildinguser enablementtraining facilitationprocess improvementproject ownershipcollaboration