Manage onboarding programs from deal close through deployment, ensuring milestones are delivered on schedule
Maintain structured project plans, task tracking, and status reporting
Monitor risks, dependencies, and delays, escalating where necessary
Coordinate onboarding across Customer Success, Technical Delivery, Sales, Product, and Support team
Coordinate the structured Sales-to-CS handover process
Ensure complete knowledge transfer prior to onboarding kick-off
Validate that onboarding inputs are captured, including customer stakeholders and contacts, account structure and hierarchy, and technical prerequisites and constraints
Maintain Salesforce and CS platform hygiene, including onboarding milestones and progress tracking
Set up and manage collaboration workspaces (Teams, SharePoint, etc.)
Document outcomes and track follow-up actions
Identify opportunities to standardise onboarding workflows across customer tiers
Support CSMs during onboarding with coordination, scheduling, and milestone tracking
Maintain onboarding dashboards and success plans

2–3 years of experience in onboarding coordination, project management, or similar roles within SaaS or enterprise software
Proven ability to manage multiple concurrent projects across cross-functional teams
Strong skills in milestone tracking, risk management, and dependency coordination
Exceptional organization and attention to detail
Excellent written and verbal communication skills
Experience with tools such as Salesforce, Microsoft Teams, SharePoint, or similar collaboration platforms
A structured, process-oriented mindset
Experience working with CS, Technical Delivery or Professional Services teams (preferred)
Exposure to identity security, Active Directory, Entra ID, or cybersecurity environments (preferred)

Onboarding Program Manager

Key skills