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Customer Onboarding Manager - United States

17 hours, 16 minutes ago
United States
Full-time
Senior
Implementation Consultant
Project and Program Management
Agile CRM ERP Google Analytics Google Tag Manager
Apply Now
Insider

Insider

Insider offers an AI-powered customer engagement platform designed for marketing teams, integrating customer data platforms, personalization, and journey orchestration to enhance customer interactions across various channels.

Internet Software & Services
Founded 2012
View All Jobs 35

Description

  • Project manage customer onboardings to successful outcomes, accelerating time to value and supporting customer retention.
  • Collaborate with internal technical resources to train customers on Insider One’s platform and features.
  • Build trusted relationships with stakeholders at all levels of the customer organization, from senior managers to end users.
  • Understand customer business and technical goals to inform onboarding, integration, and solution design recommendations.
  • Set KPIs and success metrics to drive early adoption and measure ROI.
  • Advocate customer business use cases to the product development team.
  • Document client stakeholder roles and hierarchy to support a smooth transition to the Customer Success Manager team.
  • Design and continuously improve onboarding processes and materials to enhance the customer experience.
  • Coordinate with client agencies, third parties, and internal development teams when needed to ensure delivery quality and client satisfaction.
  • Facilitate user-enablement training and workshops, including tailored onsite and remote onboarding sessions.

Requirements

  • Minimum 5 years of experience in SaaS project management and client onboarding.
  • Agile, PMP, or Prince2 certification is a plus.
  • Strong written and verbal communication skills with business fluency in English.
  • Strong time management and task management skills.
  • Experience communicating effectively with both internal and external stakeholders.
  • Ability to deliver projects in a timely and high-quality manner.
  • Understanding of Google Tag Manager, Google Product Feed, and Google Analytics is an advantage.
  • Understanding of webhooks and APIs is an advantage.
  • Exposure to AI-driven product recommendation tools and algorithms is an advantage.
  • Experience with CRM, ERP, or marketing automation platforms is an advantage.

Benefits

  • Remote full-time role based in the United States.
  • Access to internal training on AI fundamentals, coding, foreign languages, and personal development.
  • Learning resources including Spotify, LinkedIn Learning, Blinkist, MasterClass, and CloudGuru.
  • Eligibility-based ESOP with share ownership opportunities.
  • Referral bonuses for helping build the team.
  • Opportunities to participate in volunteering and purpose-driven social impact projects.
  • Global retreats and year-round team-building events.

Interested in this position?

Apply directly on the company website

Apply Now

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