Onboarding Manager - Remote

Overview

The Onboarding Manager (OM) ensures that our customers are successful on the Affinity platform. They oversee accounts after they have been closed by a Sales Manager and before they transition to a Customer Success Manager (CSM). They will provide templates, best practices, and training to help customers successfully onboard and migrate to Affinity as quickly as possible.

In Short

• Own product implementation and configurations for simultaneous customer engagements
• Drive product strategy with client during onboarding to ensure successful long-term partnership
• Get new users/teams excited about the most important features of Affinity in interactive training sessions
• Present integrations and product upgrade opportunities and connect them with customer business problems
• Facilitate customer data migrations from other CRMs and business tools to Affinity
• Be a subject matter expert on setting up Affinity for popular use cases in multiple sectors including Venture Capital, Investment Banking, Private Equity, and others
• Share industry best practices and advise customers on how they should think about solving problems with our product
• Update customers about new and planned features that tie to relevant workflows
• Liaison with our product team to present feedback or improvements to internal processes related to Onboarding

Requirements

• You have 2+ years work experience in customer-facing SaaS Account Management, Implementation, Technical Support, Consulting, Workflow Management and/or Project Management
• You understand customer needs/points and are able to prioritize accordingly
• You have magician-like qualities in your use of Excel to conduct data clean-up and raw data structure analysis.
• You are able to manage your time across multiple customers and projects to meet aggressive timelines
• You are able to manage expectations and complexity and are comfortable with navigating grey areas to solve customer problems
• You excel at both written and live customer communication
• You are able to engage a group of people to get a team excited about our technology by providing interactive and engaging product education
• Ability to work cross functionally
• Comfort with ambiguity and fast paced startup environment

Benefits

• We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
• Health Care coverage and flexible personal & sick days. We want our team to be happy and healthy :)
• We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning!
• We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
• Virtual team building and socials. Keeping people connected is essential.