Customer Success Onboarding Manager

RenishawNew York, NY
2d

About The Position

Reporting into the Customer Success & Delivery Leadership Team, the Onboarding Customer Success Manager is responsible for onboarding and implementing Brightmine products across the portfolio for both new and existing customers. This role ensures customers have a positive onboarding experience by delivering efficient, timely implementations tailored to customer needs. You will work closely with New Business, Customer Growth, and other Customer Success & Delivery team members to support customers during the early stages of their subscription. By developing a strong understanding of each customer’s requirements, you will help ensure successful product adoption and a smooth transition to ongoing account management.

Requirements

  • Proven experience delivering high-quality customer service, including training customers or internal teams.
  • Experience implementing and onboarding customized or bespoke customer products.
  • Ability to meet deadlines and service level agreements while maintaining a strong focus on customer experience.
  • Strong interpersonal and listening skills with a people-oriented mindset.
  • Commercial awareness with the ability to work effectively with stakeholders at all levels, including C-suite leaders.
  • Excellent time management skills and strong attention to detail.
  • Ability to manage multiple workstreams simultaneously and adapt to changing priorities with a positive attitude.
  • Analytical problem-solving skills with the ability to troubleshoot and source technical solutions.
  • Proven ability to build and maintain strong relationships with both internal and external stakeholders.
  • Highly motivated, proactive team player who can operate autonomously in an agile environment.

Responsibilities

  • Deliver seamless onboarding experiences by executing customized implementation plans aligned to customer priorities across the Brightmine product portfolio.
  • Gather and document client requirements by asking the right questions, executing on agreed priorities, and keeping customers informed of progress throughout onboarding.
  • Act as a trusted advisor by working closely with customer stakeholders to develop and manage onboarding and implementation timelines that support onboarding objectives.
  • Collaborate with external stakeholders to ensure they have the necessary information to successfully implement Brightmine products.
  • Support customers through the full onboarding lifecycle, meeting agreed timelines and ensuring a smooth handover to the Account Manager.
  • Deliver online and occasional in-person training sessions to improve user understanding and drive product adoption.
  • Partner closely with New Business, Customer Growth, Customer Success & Delivery, and Data Operations teams to provide a proactive and high-quality onboarding experience, including support for data ingestion requirements.
  • Troubleshoot customer issues and problem-solve in a repeatable, structured manner while supporting inquiries and ensuring appropriate user access.
  • Maintain accurate and up-to-date records of all customer onboarding activities.
  • Provide insights and analysis on onboarding trends and customer feedback to support ongoing process and product improvements that enhance onboarding efficiency.

Benefits

  • Health Benefits: Comprehensive, multi-carrier program for medical, dental and vision benefits
  • Retirement Benefits: 401(k) with match and an Employee Share Purchase Plan
  • Wellbeing: Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs
  • Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity
  • Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits
  • Health Savings, Health Care, Dependent Care and Commuter Spending Accounts
  • In addition to annual Paid Time Off, we offer up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice
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