Customer Onboarding Manager
4 weeks ago
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.
Role OverviewThe 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 skills to ensure accelerated time-to-value realization.
Key Responsibilities- 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 our platform and powerful features as efficiently as possible.
- Establish credible relationships with all levels of the customer organization to understand their business and technical goals for using our platform.
- 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.
- Minimum 3 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.
We provide equal opportunity in a zero-discrimination workplace and not just welcome but also embrace everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.
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