Onboarding Manager

Anrok, Inc

$80K — $120K *
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in customer success, account management, or project coordination, ideally in tech for SMB to mid-market customers
  • Excellent organizational and project management skills to manage multiple accounts
  • Experience in process creation and systematization
  • Strong relationship-building skills for diverse customer interactions
  • Exceptional written and verbal communication with attention to detail
  • Proactive approach to problem-solving and process improvement

Responsibilities

  • Manage a portfolio of customer accounts during onboarding
  • Guide customers through Anrok's platform features and ensure successful setup
  • Maintain organized project tracking systems and documentation for onboarding
  • Monitor customer progress and identify issues early using data insights
  • Regularly update internal teams on client inquiries and issues
  • Keep precise records in Anrok's CRM and document onboarding status
  • Facilitate smooth transitions to account management teams with comprehensive records
  • Analyze customer feedback to improve onboarding processes and efficiency

Benefits

  • Equity upside of an early-stage startup with established product-market fit
  • Daily lunch and snacks for office employees
  • 100% coverage for medical, dental, and vision insurance
  • Included One Medical membership and flexible sick benefits
  • Annual learning and development stipend for educational resources
  • Opportunity for annual team offsites and in-person collaboration
  • Home office setup stipend for optimal work conditions
Full Job Description
Enable Internet businesses to sell across borders

We're tackling a key challenge for all Internet businesses today: navigating the changing landscape of tax. In the last few years, software businesses have gone from not having to worry about sales tax, to needing to monitor their exposure, calculate local sales tax rates, and file returns in over 20 US states and many countries worldwide.

So much of our economy today and tomorrow exists online. The internet economy has grown 6x over the last 10 years, and software development productivity is only positioned to accelerate. Companies should be able to transact with customers everywhere. Anrok is building the tools behind the scenes that make compliant digital commerce a reality for companies big and small.

Anrok connects with billing and payment systems to automate sales tax compliance end-to-end. We have raised over $50M from leading investors like Sequoia, Index, and Khosla Ventures.

We're looking for a customer-obsessed professional who combines exceptional organizational skills with a results-focused approach to seamlessly guide clients through implementation. We're seeking a natural problem solver who proactively identifies challenges before they impact customers, and demonstrates confidence when interacting with C-suite executives while delivering exceptional onboarding experiences that set our clients up for success.

In this role, you will
  • Manage an onboarding book of business of accounts through their onboarding journey, coordinating with Anrok's Tax and Solutions Engineering teams to resolve tax and technical issues and questions, and configure platform settings for each customer's business needs, ensuring each account is set up correctly.
  • Execute customer education and training, becoming a product expert who can guide customers through Anrok's platform features, ensuring customers are set up for success by skillfully leveraging the platform to its full potential.
  • Develop and maintain organized project tracking systems and operational processes that support efficient customer onboarding, leveraging and creating standardized workflows and documentation to ensure consistent service delivery.
  • Track and monitor customer progress throughout onboarding, using data insights to identify potential issues early and ensure customers are successfully adopting platform features.
  • Regularly update internal teams on client asks and issues
  • Keep consistent and precise records in Anrok's CRM, regularly updating onboarding status, blockers, account persona details, and key account information.
  • Coordinate smooth handoffs to account management teams by maintaining detailed customer records and comprehensive transition documentation.
  • Continuously improve onboarding processes by analyzing customer feedback, completion timelines, and success metrics, and implementing operational enhancements that increase efficiency and customer satisfaction.
  • Ensure optimal platform utilization by driving customer compliance before transitioning to support and account management teams.


What excites us
  • You have 2+ years of experience in customer success, account management, or project coordination roles, ideally at a tech company working with SMB to mid-market customers
  • You have excellent organizational and project management skills with the ability to juggle multiple customer accounts and complex onboarding timelines simultaneously
  • You thrive in process creation and systematization, with a bias for action and the ability to implement solutions quickly and effectively
  • You have strong relationship-building skills and can develop rapport with customers across various business sizes and industries
  • Exceptional written and verbal communication skills, with meticulous attention to detail and organizational systems
  • You are proactive in identifying issues and taking initiative to resolve customer challenges and improve internal processes


What we offer
  • The equity upside of an early-stage startup with the product-market fit of a later-stage company.
  • Daily lunch and snacks for those working out of our office hubs.
  • Medical, dental, and vision insurance covered 100%.
  • One Medical membership covered, flexible sick benefits, and more.
  • Annual learning and development stipend for books, online courses, and conferences, as well as a curious team to share your learnings with.
  • Annual team offsites and in-person opportunities around our growing Anrok hubs.
  • Home office setup stipend to ensure you have the equipment you need to thrive at work.


At Anrok, we embrace a dynamic and flexible hybrid work environment based out of our growing office hubs - San Francisco, New York City, and Salt Lake City, where we collaborate in-person 3 days per week.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Anrok recruiters will only reach out via LinkedIn or email with an anrok.com domain. Any outreach claiming to be from Anrok via other sources should be ignored.

Similar Jobs

More Jobs at Anrok, Inc

More Information Technology Jobs

Find similar Onboarding Manager jobs: