Customer Onboarding Manager

USMHE, Inc

$70K — $95K *
Consumer Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of experience in Customer Onboarding or SaaS implementation.
  • Strong project management skills.
  • History of resolving escalated client service issues with effective insights.
  • Experience building relationships with stakeholders from Director to C-suite.
  • Ability to enhance team processes and directions.
  • Collaborative problem-solving skills with the Global Customer Success team.

Responsibilities

  • Become an expert on SmartVault products.
  • Provide detailed walkthroughs and assist new customers in implementation.
  • Communicate account setup requirements to customers and stakeholders.
  • Educate customers on product capabilities and best practices for adoption.
  • Record implementation needs and share them with SmartVault leadership.
  • Ensure superior customer service throughout the onboarding process.
  • Collaborate with sales and engineering teams for smooth operations.
  • Develop understanding of customer business and operational goals.
  • Listen to customer feedback and ask clarifying questions.
  • Establish and strengthen relationships with customer stakeholders.
  • Manage customer data migrations.

Benefits

  • Opportunities for continuous professional development and learning.
  • Collaborative and dynamic team environment.
  • Hybrid work model with flexibility in work location.
Full Job Description
The Job

Are you passionate about technology and love helping people succeed? Join SmartVault as a Customer Onboarding Manager and play a pivotal role in shaping the customer experience from day one.

Reporting to the Manager of Customer Onboarding, you'll be the driving force behind helping both new and existing customers implement and get the most out of SmartVault Software. From educating customers and troubleshooting technical challenges to guiding seamless product adoption, you'll be at the heart of what we do best- delivering an amazing customer experience.

We're looking for a high-energy, tech-savvy communicator who genuinely loves helping customers win. You thrive on learning new technologies quickly and have a knack for explaining complex concepts in a way that clicks, whether you're talking to a tech guru or a first-time user. You're a true team player who contributes ideas and drives meaningful improvements to the onboarding experience.

If you're ready to own the onboarding experience and make a real impact, we'd love to hear from you.
Key Responsibilities

In this role, you will need to:
  • Become a SmartVault Product Expert
  • Provide detailed account walkthroughs and assist many new customers with implementation
  • Clearly communicate account setup requirements and expectations with customers and key stakeholders
  • Educate customers on SmartVault capabilities, and best practices to simplify adoption and align expectations
  • Record customer implementation needs, requests, and questions in Salesforce and communicate to key SmartVault leadership
  • Ensure customers receive superior service
  • Collaborate with the sales, customer success, operations,support and engineering teams
  • Leverage feedback for continuous improvement to the onboarding process
  • Develop a deep understanding of customers' business and operational objectives
  • Listen carefully to information provided by customers and ask clarifying questions to ensure proper use of SmartVault
  • Establish strong relationships with new customer stakeholders and deepen relationships with existing customer stakeholders
  • Run and manage customer data migrations
Qualifications:
  • 2-3 years experience in Customer Onboarding and/or services function and implementing SaaS solutions.
  • Project Management Skills
  • Track record of proactively resolving escalated client service issues while sharing insights with the organization.
  • Experience establishing and growing relationships with all levels within enterprise organizations from Director to C-Suite.
  • Ability to improve team processes and direction.
  • Work closely with the Global CS team to solve problems collaboratively.


Department Customer Success Role Customer Onboarding Manager Locations Houston Remote status Hybrid

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