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Customer Onboarding Manager - Remote

Posted 11 weeks ago
Customer Service
Full Time
USA
$100,000 - $105,000/year

Overview

Human Interest is hiring a Customer Onboarding Manager to drive efficiency and velocity within our customer onboarding processes. You’re the right fit for this role if you are highly metrics-driven with an emphasis on delivering a high number of launched plans on a consistent basis.

In Short

  • Manage a team of customer onboarding specialists and ensure they meet their quarterly goals
  • Strategize internal bonuses and promos to meet revenue goals
  • Actively inspect customer onboarding pipeline, monitor churn, and review onboarding calls to enforce process and talk tracks
  • Identify opportunities for improvement within your customer onboarding team
  • Identify launch blockers and collaborate cross-functionally to communicate blockers and identify solutions
  • Strategize with customer onboarding leaders, RVPs, and Program Management to identify process gaps and improvements
  • Partner with other managers and departments to resolve customer escalations
  • Manage the end-to-end customer onboarding process and forecast launch
  • Drive a culture of accountability while having fun in the process

Requirements

  • 3-5 years of total experience with 2+ years of management in customer onboarding or related disciplines in a SaaS environment
  • Proven track record of success in a quota-driven sales environment
  • You must be results-driven, confident, and a dynamic leader that can quickly make key decisions to adjust the organization to meet business needs
  • Ability to effectively communicate across the organization while inspiring and motivating the team to perform at a high level
  • Demonstrated success working with high volume metrics
  • Experience in SaaS and ability to work in a fast-paced tech environment
  • Excellent written, oral, presentation, and interpersonal communication skills
  • Bachelor’s degree in a related discipline
  • Experience evolving and optimizing people, processes, and tools
  • Expertise in managing and overseeing large complicated accounts and projects
  • Ability to effectively facilitate change from the executive level down
  • Ability to effectively navigate and mediate conflict

Benefits

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Generous PTO and parental leave policies
  • Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Enhanced Mental Health Support for Employees and dependents
  • Fertility healthcare and family forming benefits
  • Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
  • Fun online and regional events and celebrations and department and company offsites
  • The vast majority of our positions can be 100% remote
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Human Interest

Human Interest is a forward-thinking company dedicated to providing accessible and affordable retirement plans for small and medium-sized businesses. By leveraging technology and innovative solutions, Human Interest aims to simplify the retirement savings process, empowering employees to secure their financial futures. The company is committed to fostering a diverse and inclusive workplace, where collaboration and creativity drive success.

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