Onboarding Manager

📋 Description

• Own onboarding for a book of business, coordinating with Tax and Solutions Engineering to resolve
• Configure platform settings to meet each customer's needs and ensure correct setup
• Educate customers on platform features and guide effective use
• Develop organized project tracking and standardized workflows for onboarding
• Monitor customer progress, using data to anticipate issues and drive adoption
• Maintain accurate CRM records and coordinate seamless handoffs to account management

🎯 Requirements

• 2+ years in customer success, account management, or project coordination
• Strong organizational and project management skills
• Excellent written and verbal communication
• Proactive, with ability to resolve issues and improve processes
• Experience with AI tools and SaaS platforms is a plus
• Ability to work in a hybrid/remote environment and manage multiple accounts

🎁 Benefits

• Equity upside as an early-stage startup
• Medical, dental, vision insurance covered 100%
• One Medical membership and sick benefits
• Learning and development stipend
• Annual team offsites and hybrid office hubs
• Home office setup stipend