Team Lead for Customer Success Onboarding (m/f/d)
Core
Lead a Customer Success Onboarding team to ensure seamless transitions into SaaS ERP solutions for funeral homes, focusing on process improvement and customer retention.
Role type
Senior Team Lead, Customer Success Onboarding
Builds
Onboarding frameworks, documentation, workflows, dashboards, and reporting tools
Domain
B2B SaaS, Funeral Home Industry, ERP
Deliverable
dashboards & analysis
Required skills
Team leadership and mentorship, Process improvement, Project management, CRM (SFDC) and Project Management (Jira) tool usage, Data analysis, Strategic stakeholder alignment
Preferred skills
Predictive modeling, Product feedback integration
Technologies
Salesforce (SFDC), Jira
Responsibilities
Develop and refine customer onboarding frameworks, Create onboarding documentation, Lead and mentor the onboarding team, Collaborate with Sales, Product, and Support teams, Utilize data to track onboarding success, Implement predictive models for forecasting
Seniority
Senior, hands-on IC with team leadership
