Customer Onboarding Manager

Enumerate; Clearwater (FL); Remote; USD 55,000 - 70,000; Full time

Job summary

A leading technology company, Enumerate, is searching for a Customer Onboarding Manager to facilitate smooth onboarding experiences for clients. This remote position entails close collaboration with clients, addressing their onboarding needs, and enhancing customer satisfaction through effective project management. Ideal candidates will have 2-4 years of experience in client-facing roles, with strong communication skills and a familiarity with onboarding processes.

Qualifications

• 2-4 years of experience in onboarding, customer success, or client-facing roles, preferably in SaaS.
• Proven ability to manage multiple clients and projects.
• Familiarity with project management and onboarding tools is a plus.

Responsibilities

• Serve as the main point of contact for new clients during onboarding.
• Guide clients through activation, implementation, and adoption of software.
• Document and maintain accurate onboarding records.

Skills

Client Relationship Management

Communication Skills

Project Management

Education

Bachelor's degree in a related field

Job description

Customer Onboarding Manager

Department: Onboarding

Employment Type: Permanent - Full Time

Location: Clearwater

Reporting To: Lisa Duenas

Compensation: $55,000 - $70,000 / year

Description

Enumerate is looking for a Customer Onboarding Manager to join our team! As an Onboarding Manager, you will ensure that our customers are successfully onboarded to the Enumerate platform, guiding them through the process to ensure smooth transitions and product adoption. You will work closely with multiple internal teams and serve as the main point of contact for new clients, helping them achieve their onboarding milestones. If you thrive on creating positive customer experiences and enjoy building long-lasting client relationships, we want to hear from you. This is a remote role and the compensation for this role is a base plus bonus split. The estimated OTE is $55-70K.

Key Responsibilities

• Serve as the main point of contact for new clients during the onboarding process.
• Guide clients through the activation, implementation and adoption of our Central, Engage and
• Payments software products, ensuring they achieve all milestones in a timely manner.
• Collaborate with internal teams such as Sales, Implementation, Customer Success, and Product to ensure seamless transitions.
• Provide training and guidance to clients to help them understand and adopt the platform efficiently.
• Monitor the progress of each onboarding project, ensuring deadlines and client expectations are met.
• Conduct regular check-ins with clients to troubleshoot issues, provide Tier 1 support, and track progress while customers are in the onboarding phase of their journey.
• Document and maintain accurate onboarding records in the company’s systems.
• Identify areas for improvement in the onboarding process and propose new methods to optimize efficiency and client satisfaction.
• Participate in project scoping and resource allocation discussions to ensure proper execution of onboarding plans.

Skills, Knowledge & Expertise

• 2-4 years of experience in onboarding, customer success, or similar client-facing roles, preferably in SaaS.
• Proven ability to manage multiple clients and projects simultaneously.
• Excellent communication skills, with the ability to manage client relationships effectively.
• Familiarity with project management and onboarding tools is a plus. Bachelor's degree in a related field is preferred but not required.
• Ability to travel 5% of the time if needed