Become a SmartVault Product Expert
Provide detailed account walkthroughs and assist many new customers with implementation
Clearly communicate account setup requirements and expectations with customers and key stakeholders
Educate customers on SmartVault capabilities, and best practices to simplify adoption and align expectations
Record customer implementation needs, requests, and questions in Salesforce and communicate to key SmartVault leadership
Ensure customers receive superior service
Collaborate with sales, customer success, operations, support and engineering teams
Leverage feedback for continuous improvement to onboarding process
Develop a deep understanding of customers' business and operational objectives
Listen carefully to information from customers and ask clarifying questions to ensure proper use of SmartVault
Establish strong relationships with new customer stakeholders and deepen relationships with existing customer stakeholders
Run and manage customer data migrations

2-3 years experience in Customer Onboarding and/or services function and implementing SaaS solutions
Project Management Skills
Track record of proactively resolving escalated client service issues while sharing insights with the organization.
Experience establishing and growing relationships with all levels within enterprise organizations from Director to C-Suite.
Ability to improve team processes and direction.
Work closely with the Global CS team to solve problems collaboratively.

Customer Onboarding Manager

Key skills