Director, Customer Success Onboarding

Foley; United States; Remote; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid time off and holidays

Wellness programs

Employee assistance program

Job summary

Foley is seeking a Director of Customer Success Onboarding to lead the onboarding function for all customers, from SMB to Enterprise. You will own end-to-end onboarding, manage a team, and partner with Sales, CS Management, and Operations to drive go-live and a smooth transition to ongoing success.

You will build scalable processes, playbooks, and tooling, while coaching staff, tracking KPIs, and elevating best practices across segments.

Qualifications

• Requires 7+ years in Customer Success, Onboarding, or Implementation in a technology company.
• Experience leading onboarding across SMB to Enterprise.
• Strong cross-functional collaboration with Sales, Ops, and CS leadership.
• Proven ability to scale onboarding processes, playbooks, or methodologies.
• Excellent organizational and prioritization skills across multiple workstreams.
• Strong communication and relationship-building with customers.
• Experience leveraging AI in daily workflows.

Responsibilities

• Lead and develop a team of onboarding specialists and managers across SMB, Mid-Market, and Enterprise segments.
• Define strategy and standards for onboarding across all customer sizes.
• Coordinate with Sales on deal scope and handover for accurate onboarding.
• Collaborate with Operations on services and implementation work.
• Ensure smooth transition from onboarding to ongoing account management.
• Own onboarding processes, playbooks, and scalable tooling.
• Hire, coach, and assess onboarding staff performance and growth.
• Track onboarding KPIs and report risks to CS leadership.
• Serve as escalation point for complex onboarding issues.

Skills

Team leadership

Onboarding

Cross-functional collaboration

Process improvement

Metrics tracking

Communication

AI in daily work

Tools

Salesforce

Planhat

Job description

We are seeking a Director, Customer Success Onboarding, to lead the onboarding function for all Foley customers, from SMB to Enterprise. This role owns the end-to-end onboarding experience and manages a team of onboarding specialists and managers who guide new customers from signed contract through go-live. You'll partner closely with Sales on scoping and handover, with Customer Success Management on the transition into ongoing partnership, and with Operations on the services and implementation work that gets customers live.

This is a people-leadership role that combines team management, cross-functional coordination, and process ownership across a portfolio that spans fast-moving SMB onboarding and complex, white-glove Enterprise implementations.

What You'll Do

• Lead the Onboarding Team: Manage, coach, and develop a team of onboarding specialists and managers responsible for onboarding across SMB, Mid-Market, and Enterprise segments.
• Own the Onboarding Function: Set the strategy, structure, and standards for how Foley onboards customers of every size, ensuring the right level of rigor and speed for each segment.
• Sales Handover: Partner with Sales on deal scoping and the handoff process for new customers, ensuring onboarding inherits accurate scope, timelines, and customer context.
• Services & Implementation: Work with Operations on the services components of implementation, ensuring onboarding plans are resourced and executed on schedule.
• CS Partnership: Collaborate with Customer Success Management to ensure a seamless, well-documented transition from onboarding into ongoing account management.
• Process & Playbook Ownership: Build and continuously improve onboarding processes, playbooks, and tooling that scale across segments, from repeatable SMB motions to tailored Enterprise programs.
• Team Performance & Development: Hire, coach, and manage performance for onboarding staff; identify skill gaps and growth paths; elevate best practices across the team.
• Metrics & Reporting: Own onboarding KPIs (time-to-value, onboarding completion rates, NPS/CSAT, capacity/utilization) and report progress and risks to Customer Success leadership.
• Escalation Management: Serve as an escalation point for onboarding risks or delays that the team cannot resolve independently, stepping in on complex situations as needed.

Who You Are

• 7+ years of experience in Customer Success, Onboarding, or Implementation within a technology company, ideally with services or compliance experience.
• Experience managing a team responsible for onboarding across varied customer segments (SMB through Enterprise).
• Strong cross-functional collaborator, comfortable partnering with Sales, Operations, and Customer Success leadership.
• Track record of building or scaling onboarding processes, playbooks, or methodologies.
• Strong organizational and prioritization skills, with the ability to oversee multiple concurrent onboarding workstreams across the team.
• Excellent communication and relationship-building skills, both internally and with customers.
• Openness and demonstrated experience leveraging AI in daily work
• Familiarity with tools such as Salesforce, Planhat, or other CS/implementation platforms is a plus.
• Familiarity with Department of Transportation or Fair Credit Reporting Act regulations is a plus.

Location: This role is primarily remote (US based) and will work in primarily EST hours, with the expectation of occasional visits to our offices for team collaboration, training, or company events.

This role may be based remotely out of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Maryland, Michigan, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Wisconsin

About us

At Foley, we’re reimagining how safety-sensitive industries hire, stay compliant, and manage risk. We’ve evolved into a modern SaaS company with an all-in-one, AI-ready platform that helps transportation, construction, distribution, and utility businesses operate faster, smarter, and safer.

As we continue to grow, we’re looking for curious, strategic thinkers who thrive in complexity, are motivated by making an impact, and want to join a team that’s passionate about building great products and supporting customers. Our core values — Teammateship, Grit, and Innovation — guide everything we do. Whether we’re collaborating internally or helping customers, we approach every challenge with optimism, humor, and a shared commitment to success.

Benefits
Foley offers a comprehensive benefits package that includes medical, dental, and vision coverage, a 401(k) with company match, paid time off and holidays, wellness programs, and an employee assistance program.

Equal Employment Opportunity
Foley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, or any other legally protected characteristic.

Reasonable Accommodations
If you require a reasonable accommodation during the application or interview process, please contact us at [e-mail]

Employment Status
Employment with Foley is on an at-will basis. Nothing in this job posting or in future communications should be construed as a contract of employment.

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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