Onboarding CSM
$123.88k - $202.07kPalo Alto Networks
Our MissionAt Palo Alto Networks, we’re united by a shared mission—to protect our digital way of life. We thrive at the intersection of innovation and impact, solving real-world problems with cutting-edge technology and bold thinking. Here, everyone has a voice, and every idea counts. If you’re ready to do the most meaningful work of your career alongside people who are just as passionate as you are, you’re in the right place.Who We AreIn order to be the cybersecurity partner of choice, we must trailblaze the path and shape the future of our industry. This is something our employees work at each day and is defined by our values: Disruption, Collaboration, Execution, Integrity, and Inclusion. We weave AI into the fabric of everything we do and use it to augment the impact every individual can have. If you are passionate about solving real-world problems and ideating beside the best and the brightest, we invite you to join us!This role is remote, but distance is no barrier to impact. Our hybrid teams collaborate across geographies to solve big problems, stay close to our customers, and grow together. You will be part of a culture that values trust, accountability, and shared success where your work truly matters.Job SummaryAs an Onboarding Customer Success Manager (OB-CSM), you own the onboarding journey for a portfolio of enterprise/strategic customers across the Americas. Operating with a strong business value mindset, your mission is to accelerate time-to-value, establish clear success criteria, and drive customers towards their strategic outcomes.Highly proactive and self-motivated, you will orchestrate cross-functional resources (Services, Support, Sales Engineering, Product, and Partners) to deliver a repeatable, programmatic onboarding experience. By successfully managing a high volume of accounts at scale, you will drive strong early adoption and lay the critical foundation for long-term expansion.Key ResponsibilitiesHigh-Volume Portfolio Management: Effectively balance and drive >30 concurrent customer onboarding projects at any given time from contract signature to foundational value.Value Realization: Apply a strong business value mindset to define success plans and measurable business outcomes in collaboration with customer sponsors; ensure early wins are documented and communicated.Project Execution: Create and execute project plans, manage risk, track milestones, and keep executive stakeholders proactively informed.Customer Training & Adoption: Guide customers through adopting the platform by running training sessions and helping their teams adjust to the new system. Connect them with the right learning materials (like self-service guides, partner resources, or training portals) to ensure they are set up for success.AI & Process Innovation: Leverage AI tools and a continuous improvement mindset to refine how we work. Proactively identify ways to automate repetitive tasks, improve the onboarding playbook, and deliver a faster, better customer experience.Governance: Establish a clear governance cadence—including steering calls and executive business review to validate value.Proactive Block Removal: Monitor support cases and product telemetry to anticipate and remove adoption blockers quickly before they escalate.Commercial Alignment: Partner with Sales on renewal and upsell strategy once foundational onboarding KPIs are met.Product Feedback: Contribute feedback to Product Management on early-life customer experience and feature gaps discovered during onboarding.Qualifications Candidate Location: Must be based on the US East Coast. Candidates located in the Greater Boston area are highly preferred.IGA Expertise (Required): Deep, hands-on experience with Identity Governance and Administration (IGA) platforms (e.g., SailPoint, Saviyant, RSA, Omada, One Identity).CSM & Onboarding Experience: 5+ years of experience as a Customer Success Manager leading complex, multi-threaded software onboarding or implementation projects for enterprise customers.Self-Starter Mentality: Highly self-motivated and proactive, with the proven ability to thrive in a fast-paced environment and independently manage a heavy account load (>30 accounts).AI & Tech Savvy: Comfortable using modern AI tools to boost productivity and always looking for innovative ways to improve existing workflows.Executive Presence: Proven ability to manage executive-level relationships and navigate complex enterprise organizations.Methodology: Demonstrable success using outcome-based frameworks (OKRs, Success Plans, CSAT/NPS) and project-management tools (Smartsheet, Monday.com, Jira, or similar).CS Tooling (Nice-to-Have): Experience with Gainsight or similar customer success platforms is a strong plus.Technical Foundations: Strong general knowledge of Identity & Access Management (IAM), Windows/Active Directory, and one or more cloud platforms (AWS, Azure, or GCP).Travel: Willingness to travel up to 15% for key workshops and executive reviews.Compensation DisclosureThe compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/com-missioned roles) is expected to be the annual range listed below. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here.$123,880.00 - $202,070.00/yrOur Commitment We’re trailblazers that dream big, take risks, and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together.We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at View email address on click.appcast.io Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.All your information will be kept confidential according to EEO guidelines.Is role eligible for Immigration Sponsorship? No. Please note that we will not sponsor applicants for work visas for this position.SummaryLocation: Boston, United States of AmericaType: Full time
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- ...Training and servicing new clients on the full suite of our products. 2. Follow-up support with existing clients once they are fully onboarded. 3. Building meaningful industry relationships to help keep existing clients and find new potential clients. 4. Traveling...Suggested
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...community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one.Okta is an Equal Opportunity...Local areaWorldwideFlexible hoursShift work- ...implement best-in-class Access and Identity products from Idira. The E-CSM works with mid-to-large enterprise customers and is accountable... ...footprint.What You Will DoPortfolio Ownership: Own and drive onboarding, adoption, and advocacy across a portfolio of assigned...Contract workWork experience placementRemote workVisa sponsorshipWork visa
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...opportunity: About the Role With a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and business partners, and will help build confidence, trust and goodwill...Contract workWork at officeLocal areaWork from homeWorldwide- ...Virtual Client Onboarding Representative About the Role : Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a...Work from home
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...retention and growth across an assigned regional portfolio of existing Platform Services customers. This is not a reactive support role. The CSM leads renewals, protects recurring revenue, develops expansion opportunities, strengthens customer relationships, and maintains...Temporary workWork at officeFlexible hours3 days per week- Many companies pay lip-service to \"Customer Success\". At Gearset, we're looking for an experienced Customer Onboarding Manager to join a company where it's a core part of our DNA. You'll get to work in a high-trust environment where you're given the freedom and support...Full timeContract workWork at officeWork from homeMonday to FridayFlexible hours2 days per week1 day per week
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- ...Responsibilities: Own the voice of the customer by developing and maintaining customer relationships, preparing and leading onboarding new users and identifying opportunities for product and service improvements. Educate customers on the most relevant and up to...Work experience placement
$85k - $95k
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...content, and global audience goals, and tailor 3Play's solutions to meet their evolving needs. Own the customer journey from onboarding through ongoing adoption, bringing new customers and content groups onto the 3Play platform. Proactively manage customer health...- ...energizing: you get to build the proof, not just report on it. Your responsibilities Your portfolio of US accounts end to end: onboarding, adoption, value delivery, retention, and expansion. Setting clients up for success and steering them to value, agreeing what...Full timeTerm timeFlexible hours
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