Customer Onboarding Executive
Core
Lead clients through end-to-end onboarding to ensure product adoption, time-to-value, and long-term retention for B2B SaaS/data-driven enterprise accounts.
Role type
Senior Customer Onboarding Executive
Builds
Scalable onboarding journeys, training materials, and seamless handovers between Sales, Product, and Customer Success.
Domain
B2B SaaS / Data & Price Reporting Services
Required skills
Customer onboarding execution, cross-functional collaboration, data-driven decision making, CRM management, training delivery, process optimization, stakeholder management, automation tooling, enterprise data delivery, analytics interpretation
Preferred skills
Experience with enterprise data models (APIs, SFTP), AI-enabled tools, self-serve content creation, change management
Technologies
Salesforce, Power BI, Tableau, Zendesk, Jira, ServiceNow, Confluence, SFTP, Excel add-ins
Responsibilities
Execute global onboarding and training approach, refine end-to-end onboarding journey, manage full onboarding workflow including setup and activation, deliver onboarding training, track and improve onboarding KPIs, surface upsell opportunities, use AI/analytics to identify adoption risks
Seniority
Senior, hands-on IC