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Full-Time

Director of Onboarding

Posted on 3/29/2024

Vitally

Vitally

51-200 employees

Customer Success platform integrating automation

Data & Analytics
Consulting
Enterprise Software

Senior

Remote in USA

Category
Data Management
Data Engineering Management
Data & Analytics
Required Skills
Sales
Data Structures & Algorithms
SQL
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.

Vitally offers a Customer Success platform that integrates customer data with project management and work tools, utilizing automation to enhance productivity for B2B teams.

Company Stage

Series B

Total Funding

$39.3M

Headquarters

New York City, New York

Founded

2017

Growth & Insights
Headcount

6 month growth

6%

1 year growth

5%

2 year growth

110%

Benefits

100% of health/dental/vision insurance

401k with a company match

Commuter benefits

Unlimited PTO

Flexible work hours and work-from-home policy

WFH stipend

Education stipend

INACTIVE