Before jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick. About us We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are the #1 AI-native platform for Customer Experience and Marketing—offering marketers a single platform to deliver unique experiences per person, drive profitable growth, and unleash peak productivity and efficiency. Our platform connects data across channels, predicts future behavior with AI, and individualizes experiences from a single platform. We have just celebrated our $500M Series E funding round, led by General Atlantic . Before this, we’ve unlocked unicorn status following our Series D round. We are backed by top-tier investors, including Sequoia Capital, QIA, Riverwood, and Endeavor Catalyst , and trusted by 1200+ brands from high-growth startups to Fortune 500 giants like Samsung, Coca-Cola, Nike, L’Oreal, Singapore Airlines, Virgin, Nestle, Nissan, Lenovo, Puma, IKEA, Allianz, Domino’s, CNN, among others. Having achieved unicorn status, Insider was recognized as one of the few woman-founded, women-led B2B SaaS unicorns in the world, with over $200M in CARR (Committed Annual Recurring Revenue). Insider has been named a leader in The Forrester Wave for Cross-Channel Campaign Management 2021 and in the IDC MarketScape: Worldwide Omnichannel Marketing Platforms for B2C Enterprises 2023. The company ranks in the top 1% of all software companies worldwide in G2’s 2024 Software Awards and is among the Top 10 Best Software Products with the most #1 rankings, alongside Google, Zoom, and Monday.com, according to G2’s Spring’24 reports. Insider is also the #1 G2 Leader in over 6 categories, including Customer Data Platforms (CDP), Personalization Engines, and E-commerce Personalization. Our founding vision extended beyond creating a product company; we aimed to build the most socially progressive technology community globally. Through initiatives like 100Projects SheCodes, SheLeads, and SheMarkables, our community impacts over 27 countries, focusing on health, education, farming, animal rights, and increasing women's representation in STEM careers. Behind these achievements is a talented, passionate team across 27+ countries that moves fast, creates innovative products, and strives to make a meaningful impact. If you want to join us on this journey, keep reading. Role Overview The Customer Onboarding Manager is a key member of the post-sales team, working with new and existing clients to ensure smooth transition from sales to onboarding and platform implementation. They reinforce Insider’s vision of true 1-to-1 personalization driven by client data, understanding client needs, managing project delivery, and ensuring rapid realization of value from their investment. During this critical period, enabling clients to fully utilize the platform is essential. The Manager provides technical guidance, supports setup, and offers solution design recommendations for integration, leveraging their understanding of client environments and data. Qualifications Minimum 3 years experience in SaaS project management and client onboarding PM qualifications (Agile, PMP, Prince2) are a plus Excellent written and verbal communication skills; business fluency in English Strong time and task management skills Effective communication with internal and external stakeholders Experience delivering projects on time and to standard Knowledge of Google Tag Manager, Google Product Feed, and Google Analytics is advantageous Understanding of webhooks and APIs Exposure to AI-driven product recommendation tools and algorithms is a plus Experience with CRM, ERP, or Marketing Automation platforms is beneficial Responsibilities Manage customer onboarding projects to ensure successful outcomes, accelerating time to value and fostering customer retention and growth Collaborate with technical teams to train customers on Insider’s platform and features Build credible relationships across all levels of the customer organization to understand their goals Drive early adoption by setting KPIs and success metrics Advocate for customer use-cases to product development Ensure smooth transition to Customer Success team post-onboarding by documenting roles and hierarchy Improve onboarding processes and materials to enhance customer experience Customize onboarding sessions to meet client needs, both onsite and remote Establish client trust and confidence in the platform Coordinate with third parties and agencies as needed to achieve outcomes Ensure high-quality deliverables and client satisfaction for seamless transition to support teams Work with development teams to meet client expectations for custom developments Document stakeholder roles for transition planning Own project responsibilities, working closely with stakeholders to ensure success Facilitate training and workshops for users We are committed to equal opportunity and a workplace free of discrimination, embracing diversity regardless of sex, race, religion, gender identity, sexual orientation, disability, citizenship, or marital status. #J-18808-Ljbffr