Customer Activation Manager

Socket.dev; Kitchener; Hybrid; CAD 80,000 - 90,000; Full time

Job summary

Encircle is seeking a Customer Activation Manager to lead activation and onboarding for a high-volume SMB base. You will run live one-to-one onboarding, guide customers from Launch Planning to Graduation, and partner with Sales and Account Managers to ensure rapid time-to-value.

You will use AI-assisted workflows, scalable onboarding plans, and Learning Hub resources to scale with demand. A strong data mindset, comfort with CRM/CSP dashboards, and clear communication are essential in this

Qualifications

• Experience owning activation metrics and onboarding processes.
• Ability to lead live kickoff, walkthroughs, and group onboarding.
• Data-driven with activation benchmarks and reporting.
• Proficient with CRM/CSP to track milestones and statuses.

Responsibilities

• Onboard customers one-on-one to activation.
• Run live onboarding sessions: kickoffs, walkthroughs, and working sessions.
• Tailor onboarding plans using product templates and AI personalization.
• Track activation milestones in CRM/CSP and keep statuses current.
• Graduate customers to independent usage and re-engagement when needed.

Skills

Activation management

Onboarding facilitation

CRM/CSP usage

AI workflows

Public speaking

Tools

CRM/CSP

Learning Hub

Job description

Customer Activation Manager

Remote (Canada) │ Hybrid Available - Kitchener, ON

Reports to: Manager, Onboarding & Activation

Salary range: $80,000 - 90,000 (CAD)

About Encircle

Encircle is leading the $1.6 trillion property insurance industry out of the dark ages of pen-and-paper processes, into the digital age of transparency and empowerment. Our easy-to-use software platform enables thousands of restoration contractors and insurance professionals around the world to process claims faster.

We're a remote-first company with a collaboration hub in downtown Kitchener—and we're growing.

About the Role

The Customer Activation Manager (CAM) owns the customer activation experience, guiding customers from Launch Planning through Graduation and preparing them to independently use Encircle. Through onboarding, product enablement, and training, CAMs help customers realize value quickly and build the foundation for long-term success. The CAM owns the activation and enablement experience, partnering closely with Sales and Account Managers through defined handoff points.

This is a highly collaborative, customer-facing role requiring regular live interaction with customers. Most of a CAM's time is spent leading Launch Planning sessions, live walkthroughs, one-one onboarding, product enablement, and training. To support a high-volume SMB customer base, CAMs combine personalized guidance with scalable resources such as standardized onboarding plans, one-to-many sessions, the Learning Hub, in-product guidance, and AI-assisted workflows. The role reports to the Manager, Onboarding & Activation.

What You'll Be Doing

Onboard customers one-one to activation

• Run live, one-one onboarding: kickoffs, product walkthroughs, working sessions and check-ins that personally guide each account through to activation - this is the core of the role and where most of your time goes
• Work from onboarding plans templated by product and segment, with milestones and target dates, tailoring each one to the customer in front of you and using AI to personalize where it adds value
• Get every assigned account to its defined activation threshold within the target time-to-activation
• Share a mutual plan with dates at kickoff so the customer always knows the path to value
• Track milestone progress in our CRM/CSP and keep account activation status current and accurate
• Graduate customers once they have demonstrated the ability to independently use Encircle in their day-to-day workflows; elevate stalled accounts with a documented reason

Support the scaled and self-serve motion

• Help deliver one-to-many formats - group onboarding sessions, webinars and cohort programs - alongside your one-to-one work, using them to handle common onboarding needs efficiently
• Point customers to in-product onboarding flows, guides, checklists and Learning Hub resources so they can self-serve between sessions
• Use automation, in-app guidance and AI-assisted workflows to reduce low-value manual touches and free up your time for the high-value human work
• Flag onboarding steps that could become self-serve or one-to-many so the team keeps improving how it scales

Support re-adoption and retraining

• Partner with Account Managers on accounts requiring additional onboarding, retraining, or product enablement.
• Deliver targeted onboarding, retraining, and enablement to address adoption gaps and return customers to healthy product usage.
• Document outcomes and recommendations before transitioning the account back to the Account Manager.

Own your performance metrics

• Own activation rate, time-to-activation, self-serve activation, milestone attainment, graduation rate and rescue-play save rate for your book
• Manage to published benchmarks - performance within 5% of benchmark is the standard
• Use CRM/CSP dashboards to track your own performance and surface trends early

Contribute to the system

• Surface onboarding friction, recurring questions and content gaps to your manager, Product and Marketing
• Help improve the playbooks, call guides, templates and knowledge base content you rely on daily
• Share what's working across the team so individual wins become repeatable

Key Metrics

• Activation rate
• Time-to-activation
• Self-serve activation rate
• Milestone attainment
• Re-adoption Success Rate

What You'll Bring

• Deep knowledge of Encircle's products and customers
• Comfort owning a high volume of accounts at once and prioritizing where your time creates the most value
• A track record of driving product adoption and time-to-value through hands-on customer work
• Excellent one-one facilitation - confident leading live kickoffs, walkthroughs and working sessions, and comfortable supporting group onboarding and webinars too
• A data-driven mindset - comfortable working to activation metrics and benchmarks and holding yourself accountable to them
• Fluency with our CRM/CSP for tracking accounts, milestones and activation status
• Eagerness to use AI and automation to increase your impact rather than adding hours
• Strong, clear communication that makes complex workflows simple for customers
• Comfort in a fast-paced, entrepreneurial environment where processes are still being built

Why Encircle?

We VALUE our people:

• Balance: Flexible hours, self-managed vacation, and trust to manage your time.
• Remote-first: Work where you're most productive—with access to our collaboration hub in Kitchener.
• Growth-oriented: We support your learning and career development.
• Well-being: We care about the full human - inside and outside of work.

Encircle is an equal opportunity employer committed to building a diverse and inclusive team. We encourage all qualified candidates to apply and will work with applicants to accommodate accessibility needs throughout the hiring process.

A Note on Authenticity: We value genuine interest and authentic interaction. Please be aware that we reserve the right to disqualify candidates if it is determined that application materials or interview responses are excessively generated by AI tools or misrepresent your personal skills and experience.