SaaS Customer Onboarding Lead — Outcomes & Adoption

Practice by Numbers; Redmond (WA); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Generous PTO

Wellness perks

Retirement savings options

Job summary

Practice by Numbers is seeking a Customer Onboarding Manager to guide new customers through a prescriptive onboarding journey, mapping business goals to outcomes. You will lead education, training, and proactive accountability to drive rapid adoption.

You will work with Product, CS, and Sales to identify expansion opportunities, monitor adoption metrics, and ensure a seamless handoff to the Customer Success team with detailed context.

Qualifications

• 2–4 years in SaaS onboarding, customer success, or implementation roles.

Responsibilities

• Lead kickoff meetings focused on outcomes and prescriptive onboarding.
• Deliver hands-on training via live walkthroughs, recordings, and guided sessions.
• Monitor onboarding progress and engagement, with cross-functional collaboration for expansion.
• Ensure smooth transition to Customer Success with context and adoption summaries.
• Maintain and contribute to onboarding documentation and playbooks.

Skills

SaaS onboarding

Project management

Customer communication

Cross-functional collaboration

Tools

HubSpot

Rocketlane

LMS platforms

Screen sharing tools

Job description

Practice by Numbers is seeking a Customer Onboarding Manager to guide new customers through a prescriptive onboarding journey, mapping business goals to outcomes. You will lead education, training, and proactive accountability to drive rapid adoption.

You will work with Product, CS, and Sales to identify expansion opportunities, monitor adoption metrics, and ensure a seamless handoff to the Customer Success team with detailed context.