Onboarding Manager

Affinity.co

1d • $88,000 - $110,000

About The Position

The Onboarding Manager (OM) ensures that our customers are successful on the Affinity platform. They oversee accounts after they have been closed by a Sales Manager and before they transition to a Customer Success Manager (CSM). They will provide templates, best practices, and training to help customers successfully onboard and migrate to Affinity as quickly as possible.
What you’ll be doing:
Own product implementation and configurations for simultaneous customer engagements
Drive product strategy with client during onboarding to ensure successful long-term partnership
Get new users/teams excited about the most important features of Affinity in interactive training sessions
Present integrations and product upgrade opportunities and connect them with customer business problems
Facilitate customer data migrations from other CRMs and business tools to Affinity
Be a subject matter expert on setting up Affinity for popular use cases in multiple sectors including Venture Capital, Investment Banking, Private Equity, and others
Share industry best practices and advise customers on how they should think about solving problems with our product
Update customers about new and planned features that tie to relevant workflows
Liaison with our product team to present feedback or improvements to internal processes related to Onboarding

Requirements

• You have 2+ years work experience in customer-facing SaaS Account Management, Implementation, Technical Support, Consulting, Workflow Management and/or Project Management
• You understand customer needs/points and are able to prioritize accordingly
• You have magician-like qualities in your use of Excel to conduct data clean-up and raw data structure analysis.
• You are able to manage your time across multiple customers and projects to meet aggressive timelines
• You are able to manage expectations and complexity and are comfortable with navigating grey areas to solve customer problems
• You excel at both written and live customer communication
• You are able to engage a group of people to get a team excited about our technology by providing interactive and engaging product education
• Ability to work cross functionally
• Comfort with ambiguity and fast paced startup environment

Responsibilities

• Own product implementation and configurations for simultaneous customer engagements
• Drive product strategy with client during onboarding to ensure successful long-term partnership
• Get new users/teams excited about the most important features of Affinity in interactive training sessions
• Present integrations and product upgrade opportunities and connect them with customer business problems
• Facilitate customer data migrations from other CRMs and business tools to Affinity
• Be a subject matter expert on setting up Affinity for popular use cases in multiple sectors including Venture Capital, Investment Banking, Private Equity, and others
• Share industry best practices and advise customers on how they should think about solving problems with our product
• Update customers about new and planned features that tie to relevant workflows
• Liaison with our product team to present feedback or improvements to internal processes related to Onboarding

Benefits

• We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
• Health Care coverage and flexible personal & sick days. We want our team to be happy and healthy :)
• We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning!
• We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
• Virtual team building and socials. Keeping people connected is essential.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed