Customer Onboarding Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary liaison for new PMC clients from the moment the contract is signed through to vendor activation.

• Facilitate organized kickoff meetings to establish success criteria, timelines, and roles among PMC and NetVendor teams.

• Transition new accounts in collaboration with Sales and the Director of Customer Growth, ensuring comprehensive context, defined success criteria, and clear expectations.

• Foster customer engagement through consistent updates, proactive guidance, and tracking of milestones.

• Oversee account provisioning, integrations, and data setup.

• Sustain customer momentum via proactive communication and resolution of issues.

• Ensure PMCs are ready for vendors and equipped to lead internal vendor enrollment initiatives.

• Collaborate with Customer Relationship Managers to devise adoption strategies and guarantee a smooth transition into ongoing relationship management.

• Monitor and report onboarding KPIs, such as time-to-launch, vendor enrollment rates, and customer satisfaction levels.

• Proactively identify risks or bottlenecks early and implement corrective measures to keep launches on schedule.

• Provide structured feedback to Product, Operations, and Enablement teams regarding process enhancements and documentation.

• Deliver an exceptional onboarding experience that highlights NetVendor’s value and accelerates revenue realization.

⛳️ Requirements

• Demonstrated capability to lead customer-facing implementations with quantifiable outcomes (time-to-value, adoption rates, satisfaction).

• Outstanding project management and communication abilities, skilled in coordinating multiple stakeholders and timelines.

• Strong executive presence and comfort in facilitating kickoff meetings and client updates.

• Experience in collaborating with Sales, Operations, and Customer Success to ensure smooth handoffs.

• Data-driven approach with proficiency in utilizing project management or CRM tools for tracking progress and reporting results.

• Organized, empathetic, and motivated by assisting customers in achieving success and realizing revenue promptly.

🏝️ Benefits

• Medical, dental, and vision insurance.

• HSA, FSA, and DCFSA options.

• Long-term and short-term disability insurance.

• Company-paid standard life insurance.

• Generous paid time off policy.

• Paid holidays: 7 per year plus 1 floating holiday.

• Maternity Leave.

• 401(k) with company match.

• Employee Assistance Program.