Customer Onboarding Operations Manager

Jobtailor; Mounds View (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an experienced Revenue Operations professional in the United States to optimize onboarding, quoting, and contract workflows. You will build scorecards, drive pricing governance, and translate data into actionable insights for leadership.

This role collaborates across Sales, Finance, and Operations to improve customer profitability and time-to-revenue. Ideal candidates have 5–8+ years in related roles, strong analytics, CRM fluency, and experience with complex B2B

Qualifications

• 5–8+ years in revenue operations, customer onboarding, customer success operations, or a related function.
• B2B experience, ideally in hardware, IoT, or technical/complex-sale environments.
• Strong analytical and reporting skills.
• Ability to build and maintain scorecards and dashboards and translate data into leadership narratives.
• Track record of designing or overhauling end-to-end processes with measurable impact.
• Experience coordinating contract or deal-desk workflows is a plus.
• Systems fluency with CRM, customer success platforms, and contract management tools.
• Process documentation/mapping experience preferred.
• Must be able to lift up to 25 pounds and travel; valid passport required.

Responsibilities

• Own and continuously improve the end-to-end customer onboarding process to reduce time-to-revenue.
• Drive day-to-day quoting and systematize quote generation, governance, and exception management.
• Support larger bid packages and supporting documentation with Sales.
• Contribute to contract management workflows and standardize terms and documentation.
• Build and maintain onboarding scorecards tracking progress, surfacing risk, and accountability.
• Define and report onboarding and customer experience metrics for commercial decision-making.
• Connect customers, Sales, and Operations by translating recurring needs into scalable process improvements.
• Lead pricing management and governance for direct and channel customers.
• Contribute to customer profitability analysis during key customer QBR cycles.

Skills

Revenue Operations

Customer Onboarding

Analytical Skills

CRM Systems Fluency

Process Documentation

Education

Bachelor's degree

Valid Passport

Tools

CRM Software

Customer Success Platforms

Contract Management Tools

Job description

• Own and continuously improve the end-to-end customer onboarding process to reduce time-to-revenue
• Drive day-to-day quoting and systematize quote generation, governance, and exception management
• Support larger bid packages and supporting documentation with Sales
• Contribute to contract management workflows and standardize terms and documentation
• Build and maintain onboarding scorecards tracking progress, surfacing risk, and accountability
• Define and report onboarding and customer experience metrics for commercial decision-making
• Connect customers, Sales, and Operations by translating recurring needs into scalable process improvements
• Lead pricing management and governance for direct and channel customers
• Contribute to customer profitability analysis during key customer QBR cycles

Requirements

• 5–8+ years in revenue operations, customer onboarding, customer success operations, or a related commercial/operations function
• B2B experience, ideally in hardware, IoT, or technical/complex-sale environments
• Strong analytical and reporting skills
• Ability to build and maintain scorecards and dashboards and translate data into leadership narratives
• Track record of designing or overhauling end-to-end processes and proving impact with metrics
• Experience coordinating contract or deal-desk workflows is a plus
• Systems fluency with CRM, customer success platforms, and contract management tools
• Process documentation/mapping experience preferred
• Ability to lift up to 25 pounds
• Ability to sit for periods of time and occasionally stand
• Ability to use hands to finger, handle, or feel
• Requires travel using all modes of transportation
• Requires a valid passport
• Must use required manufacturing safety equipment, including safety glasses, hearing protection, wrist and shoe straps, and ESD smock

Core Competencies

Demonstrates expertise in revenue operations and customer onboarding, with a strong focus on process improvement, data analysis, and metrics-driven decision-making. Proficient in managing customer experience metrics and contract workflows to enhance profitability and operational efficiency.

Highest-signal resume keywords

• Revenue Operations
• Customer Onboarding
• Analytical Skills
• CRM Systems Fluency
• Process Documentation

ATS Optimization Keywords

Hard Skills

• End-to-End Process Design
• Data Analysis
• Metrics Reporting
• Scorecard Development
• Contract Management

Soft Skills

• Cross-Functional Collaboration
• Problem-Solving
• Communication

Certifications & Qualifications

• Valid Passport

Industry Keywords

• B2B
• Hardware
• IoT
• Complex Sales
• Customer Success Operations

Tools & Technologies

• CRM Software
• Customer Success Platforms
• Contract Management Tools