Remote Customer Onboarding Team Lead — Fast Go-Live

ECP

Milwaukee (WI)

Remote

USD 90,000 - 130,000

Full time

6 days ago
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Job summary

ECP is a market-leading SaaS provider for senior living communities. We seek a Customer Onboarding Manager to lead onboarding specialists, accelerate go-live, and identify expansion opportunities while implementing structured processes.

This leadership role combines people development, customer experience, and revenue growth across onboarding engagements. You'll oversee onboarding programs, develop content in OnRamp, and partner with Sales, CS, and Product to deliver consistent, scalable

Qualifications

  • Bachelor's degree
  • 3+ years leading a customer-facing team
  • 3+ years in customer onboarding, implementation, or training in SaaS
  • Proven track record improving speed-to-live/time-to-value
  • Strong project management across multiple concurrent engagements
  • Experience identifying upsell/cross-sell opportunities
  • Experience coaching for independence and ownership
  • Experience building processes from scratch in fast-growth environments
  • Developing direct reports via 1:1s, development plans, coaching
  • Coaching individual contributors toward ownership and independence
  • Strong people leadership for SMB/mid-market delivery
  • CRM/PM tools proficiency (HubSpot, Salesforce); OnRamp a plus
  • Experience owning/improving a customer-facing platform/content/workflows
  • Experience applying change management to new processes/tools
  • Ability to monitor/interp customer health and de-risk
  • Excellent communication and cross-functional resolution
  • Willing to travel 50%+
  • Located in the United States

Responsibilities

  • Lead, coach, and develop a team of Customer Onboarding Specialists
  • Establish ownership and independence via 1:1s and development plans
  • Drive speed-to-live/value by owning onboarding processes and timelines
  • Apply project management discipline across onboarding and training
  • Oversee post-onboarding retrains and new database builds
  • Foster expansion-oriented culture and identify upsell opportunities
  • Partner with Sales/CS to capture expansion during onboarding
  • Improve onboarding playbooks, workflows, and standards
  • Define and report on KPIs like time-to-live and CSAT
  • Own the OnRamp experience content, templates, and reporting
  • Evaluate the OnRamp journey and address friction points
  • Ensure OnRamp is the single source of truth for engagements
  • Monitor health and intervene to prevent churn risks
  • Escalate complex engagements and protect customer relationships
  • Equip team with training/resources for remote/onsite delivery
  • Lead change management for new processes/tools
  • Collaborate with Enterprise Implementation Manager and cross-functionally with Sales, CS, Support, Pharmacy, Compliance, Product
  • Hire and develop team members; drive a high-performance culture
  • Develop product/industry expertise to serve customers and identify expansion
  • Ensure compliance and HIPAA adherence

Skills

Leadership
Customer onboarding
Project management
Upsell opportunities
Coaching
Strategic thinking
Communication
Travel

Education

Bachelor's degree

Tools

HubSpot
Salesforce
OnRamp

Job description

ECP is a market-leading SaaS provider for senior living communities. We seek a Customer Onboarding Manager to lead onboarding specialists, accelerate go-live, and identify expansion opportunities while implementing structured processes.

This leadership role combines people development, customer experience, and revenue growth across onboarding engagements. You'll oversee onboarding programs, develop content in OnRamp, and partner with Sales, CS, and Product to deliver consistent, scalable

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