Onboarding Manager
Vori
Customer Onboarding Specialist, SaaS
Insycle
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- Primary guide for new users, ensuring successful integration and initial value realization with Insycle
- Provide onboarding and strategic guidance; provide technical support as needed
- Meet customers live on Zoom and collaborate with product and sales teams
- Lead and support onboarding for new customers, helping them see value early and often
- Develop and refine onboarding workflows to ensure seamless transition for new users
- Serve as first line of support via Intercom chat and Zoom video calls
- Troubleshoot technical issues related to data formatting, automation workflows, bulk record operations
- Join and contribute to sales demos as a technical expert
- Improve and extend documentation, templates, and internal processes
- Advocate for customers internally; suggest new approaches and scalable solutions
Requirements
- 3+ years of experience in high-quality support, onboarding, solutions consulting, or a similar technical customer-facing role
- Strong communicator comfortable over chat, email, or Zoom
- Curious, driven, and problem-solving mindset
- Ability to troubleshoot and explain technical challenges clearly
- Confident working with data tools and CRMs like HubSpot or Salesforce
- Collaborative, enthusiastic, and thrive in a fast-moving, remote team
- Aligned with Insycle's mission to make working with data fun, easy, and not scary
