Onboarding Success Manager - Proposal Management

AutogenAI

$100K — $120K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in B2B SaaS, implementation, onboarding, or customer success roles.
  • Exceptional written and verbal communication skills.
  • Proven ability to manage multiple onboarding projects simultaneously.
  • Familiarity with AI software and applications.
  • Understanding of proposal development and processes, especially in the Federal sector.
  • Experience in dynamic, fast-paced environments like startups or consulting.
  • Strong project management skills with attention to detail.

Responsibilities

  • Welcome and guide new customers through their onboarding journey.
  • Create and manage tailored project plans, ensuring timely deliverables.
  • Configure the platform according to customer-specific needs for early value.
  • Deliver onboarding training sessions in both virtual and in-person formats.
  • Integrate the platform with existing customer proposal workflows.
  • Provide proactive support during implementation for customer engagement.
  • Collaborate with cross-functional teams to ensure a seamless experience.

Benefits

  • Competitive salary and variable compensation opportunities.
  • Stock options offering meaningful equity in the company.
  • Comprehensive medical, dental, and life insurance partially funded by the company.
  • 401(k) retirement plan with matching contributions.
  • Unlimited vacation policy.
  • Flexible work options, requiring ~2 days per week in the office.
  • Paid parental leave with generous duration for both parents.
  • Choice of laptop and opportunities for ongoing professional development.
Full Job Description
Job Summary:

AutogenAI is seeking a proactive and customer-focused Onboarding Success Manager to join our team. In this role, you'll be the primary guide for new customers, ensuring they have a seamless and positive experience implementing our platform. You'll manage onboarding journeys, configure the platform to meet customer needs, deliver impactful training, and drive early adoption and engagement. Your work will help customers reach key milestones and set the stage for long-term success with AutogenAI stage for long-term success with AutogenAI.

Location:

This role is hybrid with the expectation of ~2 days per week in our Midtown NYC office, or with clients.

What you'll be responsible for:
  • Customer Onboarding: Welcome new customers and guide them through their onboarding journey, ensuring a smooth and successful start with AutogenAI.
  • Project Management: Create and manage tailored project plans, ensuring timelines, milestones, and deliverables are consistently achieved.
  • Platform Configuration: Configure the AutogenAI platform to meet customer-specific requirements, ensuring early value and adoption.
  • Training Delivery: Deliver comprehensive onboarding training sessions-both foundational and advanced-in virtual or in-person formats.
  • Proposal Workflow Alignment: Help customers connect the platform to their existing proposal workflows, including RFP intake, compliance review, annotated outlines, content reuse, review cycles, writing assignments, and deadline-driven submissions.
  • Customer Engagement: Provide proactive support and guidance throughout the implementation phase, ensuring customers feel confident and supported.
  • Cross-Functional Collaboration: Work closely with Customer Success and Product teams to ensure continuity, share feedback, and create a seamless customer experience.
  • Customer Communication: Maintain consistent communication to keep customers informed on progress, platform updates, and key next steps.
  • Customer Handover: Coordinate smooth handoffs to Customer Success post-implementation, supporting strong ongoing relationships.


What You'll Bring to the Team:
  • Customer-Centric Mindset: A passion for delivering high-quality, impactful experiences tailored to customer needs.
  • Project Management Skills: Proven ability to manage multiple onboarding projects simultaneously with strong attention to detail.
  • Exceptional Communication: Confident communicator with strong presentation skills; able to engage a range of stakeholders.
  • Adaptability: Flexible, solutions-oriented, and comfortable navigating change in a high-growth environment.
  • Technical Acumen: Ability to quickly learn and adapt our platform to customer use cases and workflows.
  • Proposal Fluency: Practical understanding of proposal development, including RFP review, compliance, outlines, content reuse, color reviews, proposal deadlines, and the roles of capture, business development, proposal management, SMEs, and executives.
  • Federal/GovCon Awareness: Familiarity with Federal contractors, public-sector procurement, and the operating realities of proposal teams working in structured, deadline-driven environments.


Requirements:
  • Proposal-Writing Industry Exposure: Understanding of the proposal-writing space, including industry-specific challenges and opportunities.
  • Customer Engagement: Proven track record of delivering exceptional onboarding experiences and managing multiple customer projects simultaneously.
  • Communication Skills: Exceptional written and verbal communication skills, with experience delivering training and presentations.
  • Cross-Functional Collaboration: Ability to work effectively with sales, customer success, and product teams to deliver a seamless onboarding experience.
  • Adaptability: Comfortable working in a dynamic, fast-paced environment (previous startup or consulting experience preferred)
  • Technical Acumen: Ability to quickly learn and adapt our platform to customer use cases and workflows.


Preferred Qualifications (not essential):
  • Experience: 2+ years' experience in B2B SaaS, implementation, onboarding, customer success, proposal management, capture support, or another customer-facing role.
  • Start-Up Experience: Previous experience leading onboarding projects in a fast-paced startup environment.
  • AI Software Knowledge: Familiarity with AI software and applications.
  • Federal, GovCon, or complex proposal experience: Direct experience working in, supporting, or selling to proposal teams in U.S. Federal, public-sector, GovCon, defense, healthcare, infrastructure, engineering, or similarly complex procurement environments.
Compensation and Benefits:
  • Competitive Salary: $100,000 - $120,000 basic salary (depending on experience and location), plus opportunities for variable attainment, depending on specific experience and qualifications relevant to the role.
  • Stock Options: Meaningful equity in the company.
  • Comprehensive medical/dental/life insurance: Insurance coverage for individuals and families partially paid by the company as well as opportunity to participate in pre-tax health Flexible Spending Account.
  • Retirement Plan: Ability to invest your pre-tax dollars in a 401(k) retirement plan with company matching contributions.
  • Paid Time Off: Unlimited vacation (Yes, you read right!)
  • Flexible Work Options:This role is hybrid with the expectation of ~2 days per week in our Midtown NYC office, or with clients.
  • Paid parental leave: 16 weeks if you've just given birth, 4 weeks if your partner has just given birth (after one year of year of service)
  • Additional Perks: Your choice of laptop (Mac or Windows), regular company events to connect with teammates, and opportunities for continued professional development.

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