Onboarding Manager

About Our Client

This fast-growing Series B SaaS organization is on a mission to provide next-generation software that seamlessly integrates into the daily operations of salons and spas. The platform is favored daily by over 10,000 salon and spa professionals across the U.S. and Canada, enabling them to manage everything from appointment booking and staff management to payment processing and more. The opportunity to work in this environment offers numerous possibilities.

The team is relatively small yet strives to make a significant impact. Committed to a fully remote work model, the team enjoys a fun and dedicated atmosphere, complete with occasional in-person gatherings every few months. Join the journey to build something remarkable!

About the Role

As an Onboarding Manager, you will foster impactful relationships with customers to ensure they understand, utilize, and adopt the software platform fully. This role requires establishing strong rapport with key stakeholders and executing a systematic onboarding experience.

In this position, you will work directly with customers to document their desired outcomes, conduct product training, configure their accounts, import data, and implement the product rollout. You will manage a portfolio of onboarding projects across salons and spas in the U.S. and Canada, with the support of various teams while guiding customers through their onboarding journey.

In the Onboarding Manager role

- Guide customers through the software adoption process by managing their onboarding journey, documenting goals, providing product training via Zoom, and configuring their accounts for a seamless rollout.

- Oversee multiple onboarding projects simultaneously, collaborating with internal teams to meet milestones and deliver results on schedule.

- Partner with cross-functional teams—including engineering, product, sales, and marketing—to enhance the onboarding experience and respond to customer feedback.

- Track and analyze onboarding performance, using data analytics to refine processes and ensure customer satisfaction.

- Act as a trusted resource for best practices, offering tailored advice to help salons and spas optimize their use of the platform.

What is Required

- 2+ years of experience in a customer-facing role within a SaaS environment, with a preference for vertical SaaS; familiarity with CRM systems (e.g., Salesforce), project management tools (e.g., Notion), and communication platforms (e.g., Slack) is advantageous.

- Strong proficiency in Excel, particularly with manipulating and importing large datasets, along with excellent written and verbal communication skills to quickly establish trust with clients.

- Detail-oriented and highly organized, capable of managing time effectively while ensuring accuracy and thoroughness in all tasks.

- A collaborative team player who can also work independently, excel in a fast-paced environment, and adapt to changing processes and challenges.

- Empathetic and passionate about helping customers succeed, with a commitment to enhancing organizational systems to streamline workloads and boost efficiency.

What You Will Appreciate

- Unlimited PTO

- A generous monthly wellness budget for gym memberships, yoga classes, etc.

- Premium subscriptions to wellness apps and health memberships

- Comprehensive health, dental, vision, life, and LTD insurance

- Opportunities to attend exciting and enjoyable team events

- 401k plan (no matching)

Compensation

$75K • Equity offered • $15K – $35K Commission • Bonuses available