Customer Onboarding Manager

Customer Onboarding Manager Job Description Template

Our company is looking for a Customer Onboarding Manager to join our team.


  • Manage performance and retention of the team through consistent metric reviews and reporting;
  • Work closely with cross-functional teams to eliminate barriers to enable onboarding consultants to get customers to value quickly;
  • Lead and develop a team of onboarding consultants who manage a portfolio of 10-15 new software customers at a time;
  • Provide call and strategy coaching to constantly up-level the team and ensure high-value customer communication.


  • Advanced understanding of analytics to identify areas to improve operations in the team and organization;
  • Solid customer success management experience and understanding of customer onboarding and retention in a B2B SaaS subscription business;
  • Experience working with customers through a company‚Äôs growth mode or acquisition;
  • Successful track record of consistently onboarding and supporting customers in a timely manner and driving platform usage and adoption;
  • Excellent customer facing communication skills;
  • Strong knowledge of the PR, Communications, and Marketing industry.