Onboarding Manager
Core
Own the customer relationship from sales handoff through verified handoff to Customer Success, managing data setup, integration, and platform configuration for B2B SaaS clients.
Role type
Senior IC Onboarding Manager
Builds
Verified, documented customer onboarding and platform integration
Domain
B2B SaaS / Sales Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
B2B SaaS onboarding, concurrent account management, data audit, platform configuration, stakeholder communication, issue escalation, documentation, process improvement
Preferred skills
DevRev, HubSpot, Gainsight, ChurnZero, Jira, tax compliance, fintech, accounting/ERP platforms, API-based onboardings
Responsibilities
Audit new accounts for billing, documentation, and data setup; run structured working sessions for data foundation and platform walkthrough; flag account issues like billing mismatches or missing steps; manage unresponsive clients via structured outreach; complete documented handoffs to Customer Success; log all interactions in real time; collaborate cross-functionally with Sales, Product, and CS; gather feedback to refine the onboarding process
Seniority
Mid-level, hands-on IC
