Customer Onboarding Specialist

1 month ago

Québec, Quebec, Canada Insider Full time
About Us

We are Insider, a B2B SaaS company that drives growth for our clients worldwide. Our mission is to connect data across channels, predict future behavior with AI, and individualize experiences from a single platform with the fastest time to value.

We are backed by top-notch investors, including Sequoia Capital, QIA, Riverwood, Endeavor Catalyst, and trusted by 1000+ brands from high-growth startups to the most prestigious Fortune 500 companies.

Role Overview

The Customer Onboarding Manager is a critical member of our post-sales team, responsible for transitioning clients from the sales process through onboarding and implementation of our platform. This role requires a strong understanding of client business requirements and use-cases, as well as excellent project management and technical skills.

The ideal candidate will have a minimum of 3 years of experience in SaaS project management and client onboarding, with strong written and verbal communication skills and business fluency in English. They will be responsible for providing technical guidance to clients, supporting them through setup, and ensuring smooth, timely, and complete platform adoption.

Responsibilities
  • Project manage customer onboardings to successful outcomes, accelerating Time to Value and growing and retaining customers.
  • Collaborate with internal technical resources to empower and train customers to use our platform and powerful features as efficiently as possible.
  • Establish credible relationships with all levels of the client organization to understand their business and technical goals for using our platform.
  • Help drive early adoption, setting KPIs and success metrics for ROI.
  • Advocate client 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.
What We Offer

We provide equal opportunity in a zero-discrimination workplace and welcome everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.

Please follow Insider on LinkedIn, Instagram, Youtube, and Medium for the latest updates and insights from our team.

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