Z

ZoomInfo

Sells business data and sales intelligence

Principal Customer Onboarding Manager

Full-Time
$100k - $130k+ Bonus
Senior, Expert
Bachelor's
Waltham, MA, USA+2 moreMore locations: Vancouver, WA, USA | Bethesda, MD, USA
Hybrid
Project & Program ManagementProgram Management
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • At least 7 years of experience leading complex customer implementations, enterprise onboarding, program management, professional services, or customer success within a SaaS environment.
  • A bachelor's degree in business or a related field is strongly preferred.
  • Ability to manage multiple competing priorities and adapt and respond to customer requests and timeline changes.
  • Strong presentation skills and an ability to work collaboratively, stay organized, and execute effectively.
  • Strong project management skills, including attention to detail, timelines, and quality of work.
  • Problem-solving skills and the ability to research, analyze, and resolve newly identified issues while adapting to project situations.
  • Experience developing, installing, training, and/or supporting B2B solutions.
  • Familiarity with Salesforce CRM.
  • Relationship and communication skills, both verbal and written.
  • Demonstrated experience leading enterprise, cross-functional implementation programs involving multiple stakeholders and executive sponsors.
  • Proven ability to manage project scope, timelines, risks, dependencies, and executive communications.
  • Experience creating project governance frameworks, implementation methodologies, or operational processes.
  • Executive presence and the ability to influence stakeholders across technical and business organizations.
  • Organizational and project management skills, including experience managing multiple complex workstreams simultaneously.
Responsibilities
  • Lead ZoomInfo’s most strategic and complex customer onboarding engagements as the overall project lead.
  • Develop implementation plans covering scope, milestones, dependencies, resource planning, risk mitigation, and success criteria.
  • Drive execution across multiple concurrent enterprise onboarding programs while balancing customer outcomes, timelines, quality, and business priorities.
  • Facilitate recurring project governance meetings, executive status reviews, and stakeholder communications throughout implementation.
  • Identify, manage, and proactively resolve project risks, issues, dependencies, and scope changes.
  • Coordinate execution across Customer Success, Solutions Engineering, Professional Services, Product, Learning & Development, Sales, and Technical Implementation teams.
  • Own cross-functional accountability to ensure deliverables are completed on schedule and implementation milestones remain on track.
  • Establish decision points, escalation paths, and governance processes for complex customer implementations.
  • Manage project documentation, implementation plans, milestones, and customer communications within Salesforce and other project management systems.
  • Standardize implementation artifacts, project plans, playbooks, and delivery frameworks to improve consistency across Custom Onboarding.
  • Lead continuous improvement initiatives to enhance implementation quality, efficiency, and customer experience.
  • Develop reporting and executive dashboards to communicate project health, progress, risks, and outcomes.
  • Partner with Product to influence roadmap priorities based on enterprise customer implementation feedback and recurring deployment challenges.
  • Serve as the subject matter expert for enterprise onboarding methodologies, deployment strategies, and implementation best practices.
  • Mentor onboarding managers by sharing project management best practices, implementation frameworks, and customer engagement strategies.
  • Lead team enablement initiatives, including coaching sessions, project reviews, and knowledge-sharing forums.
  • Partner with leadership to define, document, and evolve processes supporting complex onboarding motions.
Desired Qualifications
  • Previous experience with ZoomInfo and/or ZoomInfo certification is strongly preferred.

About the company

Z

ZoomInfo

View
cbWebsite

ZoomInfo sells company and contact intelligence to sales, marketing, operations, and recruiting teams that need to find and reach customers or candidates. Its Copilot product combines buyer signals with AI recommendations so sellers focus on promising accounts. The platform connects with customer relationship software, enriches records, and routes leads, while tools for outreach and call analysis support the rest of the sales process. Customers pay for subscriptions based on features, users, and data access, with additional charges for usage and professional services. ZoomInfo traces its founding to 2007 and is headquartered in Vancouver, Washington, United States.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Vancouver, Washington

Founded

2007

Get referred to ZoomInfo

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Simplify Jobs

Simplify's Take

What believers are saying

  • Bundled agents ease adoption: October 2026 Agent Teams arrived in GTM Studio without another contract.
  • US employees receive family support: ZoomInfo lists up to $20,000 in family-forming benefits.
  • Contracts anchor recurring revenue: 53% of ZoomInfo's annualized contract value comes from multi-year agreements.

What critics are saying

  • Job security is strained: May 2026 ZoomInfo announced roughly 600 role eliminations, with some positions relocated.
  • Existing customer contracts shrink: ZoomInfo reported 89% net revenue retention in August 2026.
  • Data collection carries legal exposure: Quebec plaintiffs allege ZoomInfo's collection and publication of personal information violated privacy law.

What makes ZoomInfo unique

  • Customers improve its data: ZoomInfo uses participating customers' connected records to verify information and remove outdated entries.
  • Its data reaches rival platforms: GTM.AI feeds Salesforce Agentforce, HubSpot Breeze, and Microsoft Copilot.
  • Its database spans people and businesses: ZoomInfo reports over 100 million companies and 500 million professional contacts.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • 401(k) Retirement Plan
  • Parental Leave
  • Family Planning Benefits
  • Wellness Program

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

1%
MarketBeat
Oct 16th, 2026
Salesforce Inc. $CRM stock: Milestone Asset Management LLC raises stake.

Salesforce Inc. $CRM stock: Milestone Asset Management LLC raises stake. October 16, 2026 Key points. * Milestone Asset Management increased its Salesforce stake by 190.6% in the third quarter, owning 13,197 shares valued at approximately $3.03 million. Institutional investors and hedge funds collectively own 80.43% of CRM. * Wall Street remains broadly positive, with Salesforce holding a "Moderate Buy" consensus rating and an average price target of $278.12, above its reported $246.66 share price. * Salesforce's latest quarterly results exceeded expectations, with earnings per share of $5.90 versus a $3.27 estimate and revenue of $11.35 billion. Investors continue to focus on whether the company's AI initiatives will translate into stronger growth and profitability. * Interested in Salesforce? Here are five stocks we like better. Milestone Asset Management LLC raised its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 190.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,197 shares of the CRM provider's stock after purchasing an additional 8,655 shares during the period. Milestone Asset Management LLC's holdings in Salesforce were worth $3,030,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. ABS Direct Equity Fund LLC acquired a new stake in shares of Salesforce in the second quarter valued at approximately $25,000. Manning & Napier Advisors LLC bought a new position in Salesforce in the 2nd quarter worth approximately $26,000. Persistent Asset Partners Ltd bought a new position in Salesforce in the 2nd quarter worth approximately $27,000. Costello Asset Management INC grew its holdings in Salesforce by 410.3% in the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider's stock worth $28,000 after buying an additional 119 shares in the last quarter. Finally, Gables Capital Management Inc. acquired a new stake in Salesforce in the 2nd quarter valued at approximately $28,000. 80.43% of the stock is owned by institutional investors and hedge funds. More Salesforce news. Here are the key news stories impacting Salesforce this week: * An analyst upgrade helped lift Salesforce, adding to favorable sentiment around its valuation, earnings outlook and AI growth prospects. * Salesforce benefited from broad strength in enterprise software and a major United Kingdom deal, while technical analysts pointed to a bullish flag breakout, a double-bottom pattern and a weekly reversal that could extend the recovery. * ZoomInfo was named a flagship data partner for Salesforce's new Hunter outbound sales agent. Hunter will combine CRM data with live intelligence to identify prospects and recommend next actions, reinforcing Salesforce's strategy of embedding AI into Sales Cloud. * One investment-fund review argued that Salesforce's AI integration is increasing the value of its core enterprise platform. Another comparison gave Salesforce an edge over ServiceNow based on stronger earnings-estimate revisions, faster AI growth and a lower valuation. * Investors continue comparing Salesforce with ServiceNow. Salesforce generates more revenue, but ServiceNow has posted faster and more consistent year-over-year growth, highlighting the need for Salesforce to accelerate its expansion. * Some investors remain skeptical that agentic AI will meaningfully improve Salesforce's profits, particularly because many customers have not yet upgraded to newer offerings. That uncertainty could limit further gains until AI monetization becomes clearer. Wall Street analysts forecast growth. Several analysts have weighed in on the company. DA Davidson set a $225.00 target price on Salesforce in a research note on Thursday, September 17th. Barclays lowered Salesforce from an "overweight" rating to a "positive" rating in a research report on Monday. The Goldman Sachs Group reissued a "buy" rating on shares of Salesforce in a report on Thursday, August 27th. Truist Financial restated a "buy" rating and set a $300.00 price objective (up from $280.00) on shares of Salesforce in a research note on Thursday, August 27th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $300.00 price objective on shares of Salesforce in a report on Thursday, September 17th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $278.12. Discover more MarketBeat All Access Research tools subscription Stock Screener access Salesforce price performance. NYSE CRM opened at $246.66 on Friday. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11. The firm has a market capitalization of $203.00 billion, a PE ratio of 22.49, a P/E/G ratio of 1.07 and a beta of 1.26. The company's 50 day simple moving average is $230.50 and its 200 day simple moving average is $194.50. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84. Salesforce (NYSE:CRM - Get Free Report) last released its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, topping analysts' consensus estimates of $3.27 by $2.63. The firm had revenue of $11.35 billion during the quarter, compared to the consensus estimate of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%. The firm's revenue for the quarter was up 10.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.91 earnings per share. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, equities research analysts forecast that Salesforce Inc. will post 12.82 EPS for the current fiscal year. Salesforce dividend announcement. The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Thursday, September 17th were paid a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, September 17th. Salesforce's payout ratio is currently 16.04%. Insider buying and selling at Salesforce. In other news, Director David Blair Kirk bought 4,176 shares of the stock in a transaction that occurred on Friday, September 18th. The shares were purchased at an average cost of $239.33 per share, with a total value of $999,442.08. Following the completion of the acquisition, the director directly owned 18,748 shares in the company, valued at approximately $4,486,958.84. The trade was a 28.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Craig Conway sold 4,500 shares of Salesforce stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $260.61, for a total value of $1,172,745.00. Following the transaction, the director directly owned 5,437 shares in the company, valued at approximately $1,416,936.57. The trade was a 45.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.50% of the company's stock. Salesforce company profile. Salesforce, Inc NYSE: CRM develops cloud-based customer relationship management (CRM) software and enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, analytics, data integration and collaboration through subscription-based services. The company's product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Salesforce Platform, Data Cloud and Tableau. Salesforce also offers MuleSoft integration technology, Slack collaboration software and artificial intelligence capabilities through its Einstein platform. Want to see what other hedge funds are holding CRM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Salesforce Inc. (NYSE:CRM - Free Report). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Salesforce, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Salesforce wasn't on the list. While Salesforce currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps. Continue following MarketBeat

MR Web
Oct 15th, 2026
Daily research news online.

Daily research news online. The global MR industry's daily paper since 2000. Follow DRNO on... ZoomInfo brings clients' unstructured data into GTM. October 15 2026 Business data specialist ZoomInfo has added new features based on the technology of Workbounce, a knowledge platform company it acquired in 2024. The new tools allow companies to bring data such as call transcripts, emails, product documents and Slack threads into its store of actionable GTM intelligence. ZoomInfo's B2B data includes more than 100 million companies, 500 million contacts and billions of signals, helping revenue teams to identify, engage and convert buyers. Workbounce, co-founded by Rowan Bailey and Adam Smith (pictured), is a search, collaboration and analytics platform for unstructured go-to-market data, connecting to tools teams already use and making their data semantically searchable, using context rather than mere keywords. The addition of its tech has extended GTM.AI, ZoomInfo's headless layer, beyond external market intelligence and into existing internal GTM knowledge - its integration with Zoominfo's verified company, contact and buying-signal data means agents can become more personalized, more context-aware, and therefore more effective in improving customer interactions. 'ZoomInfo gives GTM.AI the verified structured data needed to understand the market,' says Henry Schuck, founder and CEO. 'Workbounce adds the institutional knowledge inside your own walls. When those two layers come together, an agent can understand both the market and the account, with provenance, permissions and confidence built in.' Adam Smith, VP Product Management at ZoomInfo, adds: 'By bringing Workbounce into GTM.AI, agents can ground their answers in both external market truth and everything the team already knows, exactly when that context is needed.' Web sites are at www.zoominfo.com and www.gtm.ai. All articles 2006-23 written and edited by Mel Crowther and/or Nick Thomas, 2024- by Nick Thomas, unless otherwise stated. Most viewed items in the last week... Each (*) indicates > 1,000 views. Select a region below...

VentureBeat
Oct 12th, 2026
ZoomInfo launches native integration with n8n through GTM.AI.

ZoomInfo launches native integration with n8n through GTM.AI. 5:30 am, PT, October 12, 2026 VANCOUVER, Wash.-(BUSINESS WIRE)-October 12, 2026- ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has confirmed a native integration with n8n, the workflow automation platform teams use to connect apps and build AI agents. The integration allows joint customers to combine verified ZoomInfo intelligence with n8n's automation and agent capabilities with immediate effect. The integration ships as a verified node inside n8n, built and maintained by ZoomInfo. Once a workflow authenticates with a customer's own ZoomInfo credentials, it can call ZoomInfo's GTM Context Graph directly: verified data on more than 100 million companies, 500 million contacts, and billions of buying signals. Workflow teams have typically stitched ZoomInfo data into automations through static exports that go stale within weeks. The native node removes that step. A workflow now reads the current record at run time instead of a snapshot a person uploaded weeks earlier. ZoomInfo Data Now Available Inside n8n Workflows Inside a workflow, the node can search contacts by company, title, seniority, and location, enrich existing contact and company records, search companies by size, revenue, and industry, and monitor buyer intent, organizational changes, and news coverage on target accounts. Every result returns as an individual item, so a workflow can loop, filter, and pass the data downstream to a CRM or another system. The node also works as a tool an n8n AI agent can call on its own. Instead of running on a fixed schedule with fixed parameters, an agent can decide mid-workflow to research a company, enrich a contact, or check an intent signal, and use the result to plan its next action. "Our users build workflows that run sales and marketing operations every day, and the quality of the data behind them decides whether those workflows deliver. With ZoomInfo's verified node now inside n8n, teams can pull current company and contact intelligence at run time, and give their AI agents a trusted source to research, enrich, and act on. It's a natural fit for how our community already builds," said Hugues Vincent, Head of Partnerships, n8n. n8n joins a growing list of platforms connected to GTM.AI, ZoomInfo's headless GTM context layer, alongside Salesforce, Microsoft, Claude, ChatGPT, and more. GTM.AI connects ZoomInfo's data and agentic orchestration through API and Model Context Protocol, so any workflow or agent can plug in the same way. Authentication and permissions stay tied to each customer's own ZoomInfo account. Access control, data lineage, and audit logging apply to the n8n node the same way they apply across every other surface GTM.AI powers. About ZoomInfo ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry's most comprehensive B2B data, including more than 100 million companies, 500 million contacts and billions of signals, ZoomInfo delivers the intelligence, automation and integrations that modern revenue teams need to identify, engage and convert their best buyers. GTM.AI is ZoomInfo's headless GTM context layer. It is the API and Model Context Protocol home for AI agents, powering integrations across Salesforce, HubSpot, Microsoft, Anthropic, OpenAI, Perplexity, and dozens more. Media contact: Public Relations Team, ZoomInfo: [email protected]

LinkedIn
Oct 10th, 2026
tldr; Workbounce has been acquired. Rowan Bailey and I have been working together on solving GTM problems for 7 years. We worked on it at Peakon together. We founded Workbounce together. And today… | Adam Smith | 65 comments

tldr; Workbounce has been acquired. Rowan Bailey and I have been working together on solving GTM problems for 7 years. We worked on it at Peakon together. We founded Workbounce together. And today I'm so excited to update that ZoomInfo has acquired Workbounce. Rowan and I will continue this journey of tackling GTM problems and building next-gen solutions. We can't share much beyond this atm - but we're so excited about what we're building, and we know that every one of you who's shared your problems with us over the last few years will be too. A big thank you to everyone who's supported us, investors, team, friends, family. You all know who you are. Most importantly, I couldn't have asked for a better partner in this than Rowan. Here's to (at least) 7 more years. | 65 comments on LinkedIn

Stock Story, Inc
Oct 9th, 2026
Why ZoomInfo (GTM) stock is trading up today.

Why ZoomInfo (GTM) stock is trading up today. Kayode omotosho /. October 9, 2026 What happened? Shares of go-to-market intelligence provider ZoomInfo (NASDAQ:GTM) jumped 2.5% in the afternoon session after the company announced a native integration with ClickUp through GTM.AI, while technology equities broadly rebounded from a sharp sell-off sparked by concerns over artificial intelligence revenue expansion. As detailed in the BusinessWire announcement, the new integration allows mutual clients to bring verified company and contact data directly into ClickUp. According to the corporate release, the connection operates through a connector based on the Model Context Protocol, which enables software applications to seamlessly exchange data and context. Industry analysts note that a native integration connects software systems directly, allowing critical information to transfer between platforms without manual input. The press release confirmed that through the connector launched on GTM.AI, shared clients can now access and use verified company and contact data directly within their ClickUp workflows. Providing macroeconomic context for the stock's strength, CNBC reported that major equity averages moved higher at the open on Friday as market sentiment stabilized across the SaaS sector. According to Reuters, just a day earlier, shares across the artificial intelligence and broader technology space had faced heightened selling pressure following an OpenAI revenue report that rattled investor confidence regarding near-term monetization. However, CNBC noted the pullback proved short-lived as dip-buyers re-entered the market, viewing the valuation reset as an attractive entry point and highlighting an enduring investor appetite for leading technology firms. After the initial pop, the shares cooled down to $3.91, up 0.9% from the previous close. What is the market telling us. ZoomInfo's shares are extremely volatile and have had 40 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 9 days ago when the stock gained 4.3% on the news that the Bureau of Economic Analysis reported a 0.9% increase in personal consumption expenditures for August, signaling resilient consumer demand alongside steady economic expansion. The latest report from the U.S. Bureau of Economic Analysis showed that consumer outlays advanced strongly despite a modest 0.2% uptick in personal income. Underlying inflation trends also remained relatively subdued, with the core Personal Consumption Expenditures price index - a key inflation gauge watched closely by policymakers - increasing 0.2% month-over-month. Supporting the positive economic picture, the third estimate of second-quarter gross domestic product confirmed the economy expanded at an annualized rate of 2.2%. Together, these indicators suggest that households continue to spend at a healthy pace, alleviating concerns over an impending consumer slowdown and bolstering market confidence across retail and consumer sectors. ZoomInfo is down 59.4% since the beginning of the year, and at $3.91 per share, it is trading 66.9% below its 52-week high of $11.80 from November 2025. Investors who bought $1,000 worth of ZoomInfo's shares 5 years ago would now be looking at only $62.45. ONE MORE THING: The $21 AI Application Stock Wall Street Forgot. While Wall Street obsesses over who's building AI, one company is already using it to print money. And nobody's paying attention. AI chip stocks trade at ridiculous valuations. This company processes a trillion consumer signals monthly using AI and trades at a third of the price. The gap won't last. The institutions will figure it out. You need to see this first. Read the FREE Report Before They Notice.