Onboarding Manager
Core
Guide new customers through the onboarding journey from sales handoff to training, implementation, and early product adoption for specialized marketing technology platforms.
Role type
Customer success manager (onboarding)
Builds
Customer adoption and engagement for marketing technology platforms
Domain
Marketing technology
Deliverable
client delivery
Required skills
Customer relationship management, project management, training delivery, problem-solving, process improvement, data analysis, stakeholder collaboration, strategic planning, portfolio management
Responsibilities
Support onboarding projects and guide new customers through the transition from sales handoff to successful platform adoption; Develop and implement onboarding strategies that address customer needs and encourage long-term engagement; Deliver engaging training sessions to help clients understand and effectively use the available platforms and features; Proactively communicate with customers throughout the onboarding process, identifying potential challenges and recommending appropriate solutions; Collaborate with onboarding team members and internal stakeholders to ensure smooth implementation and consistent customer experiences; Gradually assume responsibility for managing an individual client portfolio and overseeing onboarding activities independently; Monitor customer progress and early adoption, identifying opportunities to improve satisfaction, engagement, and long-term retention
