Director of Onboarding
Posted on 3/29/2024
INACTIVE
Vitally

51-200 employees

B2B customer engagement platform
Company Overview
Vitally is on a mission to build the future of customer success. Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers and empower every customer success manager to 10x their effectiveness through powerful assistive automation.
Data & Analytics

Company Stage

Series B

Total Funding

$39.3M

Founded

2017

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

10%

1 year growth

31%

2 year growth

223%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Data Structures & Algorithms
SQL
CategoriesNew
Data Engineering
Data Management
Data & Analytics
Requirements
  • Demonstrated background in developing and deploying successful onboarding programs for robust, technical platforms
  • Experience in project management: you have led onboarding projects from SMB to Enterprise.
  • You have led teams that have led large, detailed projects with multiple stakeholders.
  • Ability to guide technical and non-technical stakeholders through complex implementations
  • 3+ years experience leading an Onboarding team of 5+
  • Track record of driving outcomes and fostering cross-functional partnerships
  • Experience with custom scoping for Enterprise-level Onboarding projects
  • Technical skill requirements: APIs, Integrations, SQL, and complex data structures
  • Experience building or working in a Professional Services motion
  • You've worked with external Partners to enhance the Onboarding experience
  • You've used a Customer Success Platform, particularly Vitally!
Responsibilities
  • Set the overall vision and strategy for onboarding customers from New Deal close to Rollout with a focus on time to value, project management, and customer experience.
  • Create escalation pathways internally and with customers to ensure projects stay on track.
  • Partner with CS, Sales leadership, and Product teams to create smooth transitions from prospect to long-term customer and ensure consistent feedback loops.
  • Develop onboarding solutions that accommodate the needs of diverse customer segments, from SMB to Enterprise.
  • Balance scalability with personalized touch-points for a consistent yet adaptable onboarding experience across customer profiles.
  • Report internally on progress toward key onboarding metrics and leverage data to drive improvement of the process.
  • Lead, motivate, and develop a high-performing team focused on driving customer outcomes through onboarding.