Senior Onboarding and Implementation Manager
Posted on 1/19/2024
INACTIVE
Affinity

201-500 employees

CRM intelligence platform
Company Overview
Affinity's mission is to create a world where anyone can cultivate and fully harness their network to succeed. The company has created a platform that structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, and discover untapped opportunities.
Food & Agriculture
Data & Analytics
Cybersecurity
AI & Machine Learning

Company Stage

Series C

Total Funding

$133.5M

Founded

2014

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

3%

1 year growth

7%

2 year growth

4%
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Management
Salesforce
CategoriesNew
Sales & Account Management
Requirements
  • 5+ years work experience in project management or customer success roles
  • Experience as a Salesforce SI
  • Proven track record of driving customer success and satisfaction and owning an implementation experience
  • Strong understanding and comfortability in setting up and troubleshooting SSO
  • Experience in troubleshooting technical challenges with data or processing
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and effectively in a fast-paced, dynamic environment
  • Understanding of the VC, LP, IB space
  • Strong attention to detail
  • Strong willingness and desire to make the customer experience exceptional
Responsibilities
  • Lead implementation efforts, including database configuration and data migrations
  • Ensure a seamless onboarding experience through project planning, execution, monitoring, and change management
  • Be the primary point of contact for customer inquiries and issues
  • Facilitate regular business reviews with customers to assess progress and align on objectives
  • Drive customer adoption of products and services - Continuously monitor and measure customer satisfaction levels
  • Develop and execute change management processes for transitions, upgrades, or new features
  • Monitor customer health scores and identify opportunities to enhance customer value
  • Develop and implement churn reduction strategies and address potential issues to maintain high retention
  • Understand individual customer goals and challenges
  • Collaborate closely with Sales and Customer Success Managers to identify growth opportunities
  • Provide data-driven insights and recommendations for customer success
  • Spearhead customer-focused programs and initiatives to enhance satisfaction, adoption, and loyalty
Desired Qualifications
  • Experience with E-Verify
  • Experience in a relationship-driven industry
  • Experience with a Relationship Intelligence platform