Customer Onboarding & Adoption Lead

Jobtailor; Kirkland (WA); On-site; USD 70,000 - 95,000; Full time

Job summary

Jobtailor in Kirkland, WA seeks a proactive Customer Success/Project Manager to own the first 60 days of the customer journey, ensuring smooth setup, education, and configuration.

You will partner with Customer Success Managers and cross-functional teams, communicate clear timelines, and leverage HubSpot CRM to track progress and advocate for customer needs.

This role focuses on delivering early value and contributing to retention through thoughtful coordination and data-driven insights.

Qualifications

• 2+ years of experience in Customer Success, PM, Account Management, or onboarding.
• Strong project management skills with ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Detail-oriented, organized, and analytical.
• Basic accounting knowledge a plus.
• Experience with CRM platforms such as HubSpot preferred.

Responsibilities

• Own the first 60 days of the customer experience.
• Act as project manager and point of contact for all setup, education, and configuration activities.
• Partner with Customer Success Managers and cross-functional teams.
• Communicate clear timelines and proactively manage change with customers.
• Leverage HubSpot CRM to manage customer data and track progress.
• Advocate for customer needs across departments.
• Contribute to retention efforts by helping customers realize early value.

Skills

Customer Success

Project Management

Communication

Detail-oriented

Analytical

Tools

HubSpot

Job description

Jobtailor in Kirkland, WA seeks a proactive Customer Success/Project Manager to own the first 60 days of the customer journey, ensuring smooth setup, education, and configuration.

You will partner with Customer Success Managers and cross-functional teams, communicate clear timelines, and leverage HubSpot CRM to track progress and advocate for customer needs.

This role focuses on delivering early value and contributing to retention through thoughtful coordination and data-driven insights.