Full-Time

Customer Onboarding Manager

Posted on 3/22/2024

Insider

Insider

1,001-5,000 employees

AI-driven cross-channel customer experience platform

AI & Machine Learning

Mid

Remote in USA

Required Skills
Agile
Communications
Marketing
Google Analytics
Requirements
  • Minimum 3 years experience in SaaS project management and client onboarding
  • PM qualifications (Agile, PMP, Prince2) is a plus
  • Strong written and verbal communication skills; business fluency in English
  • Strong time and task management skills are a must
  • Strong at Communication with Internal & External Stakeholders
  • Understanding of Google Tag Manager, Google Product Feed, and Google Analytics is an advantage
  • Understanding of webhooks and API
  • Exposure to and understanding of AI driven product recommendation tools and algorithms is an advantage
  • Experience with other CRM, ERP / Marketing Automation platforms as an advantage
Responsibilities
  • Project manage customer onboardings to successful outcomes, accelerating Time to Value, growing and retaining customers
  • Collaborate with internal technical resources to empower and train customers to use Insider’s platform and powerful features as efficiently as possible
  • Establish credible relationships with all levels of the customer organization, from senior managers to end users of Insider, to understand their business and technical goals for using Insider
  • Help drive early adoption, setting KPIs and success metrics for ROI
  • Advocate customer business use-cases to product development
  • Ensure successful transitions to the Customer Success Manager team after onboarding by understanding and documenting client stakeholder roles and hierarchy
  • Enhance customer experience during onboarding by designing and continually improving processes and materials
  • Where required, tailor 1:1 onsite and remote onboardings to meet client needs and exceed expectations
  • Responsible for establishing client’s trust and confidence in Insider platform
  • Help drive early adoption, setting KPIs and success metrics for full ROI attainment
  • Where necessary, coordinate effectively with client agencies and third parties to drive desired outcomes
  • Ensure highest deliverable quality and client satisfaction to streamline the post-onboarding transition to the Customer Success & Support teams
  • Where applicable, coordinate with the development team to ensure the custom development is up to standard and meets client expectations
  • Understand and document client stakeholder roles within an account to ensure smooth & successful transition to the Customer Success Manager team after onboarding
  • Own project and assume responsibility for successful project implementation while working closely with internal and external stakeholders
  • Facilitate exceptional user-enablement training and workshops

Insider's platform offers individualized, cross-channel customer experiences by leveraging AI for behavior prediction, data integration across 12+ channels, and omnichannel journey automation. Trusted by over 1,200 global businesses, it has been recognized as a leader in cross-channel campaign management and personalization engines.

Company Stage

Series D

Total Funding

$272.7M

Headquarters

, Türkiye

Founded

2012

Growth & Insights
Headcount

6 month growth

3%

1 year growth

14%

2 year growth

27%
INACTIVE