Customer Onboarding Manager
Insider One
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- 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
- 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
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SaaS project managementclient onboardingAgilePMPPrince2Google Tag ManagerGoogle Product FeedGoogle AnalyticswebhooksAPI
Soft Skills
communicationtime managementtask managementstakeholder managementcustomer relationship buildinguser enablementtraining facilitationprocess improvementproject ownershipcollaboration