Customer Onboarding Director Jobs

About the role Rubrik's Customer Success and Renewals organization is the operational backbone that keeps our retention and growth motions running as a measurable, automated, insight-driven system. We're looking for a senior Customer Success Operations professional to be the operational engine behind these motions — building the automation that removes manual toil, turning scattered data into trusted analytics, and acting as the connective tissue between Customer Success, Renewals, RevOps, Product, and Engineering. What You'll Do Design and build automation across the customer lifecycle — onboarding, adoption tracking, renewal triggers, risk alerts, health-score refreshes — replacing manual workflows with scalable, self-refreshing processes. Partner with Product and Engineering to instrument customer and telemetry signals into the reporting layer, and coordinate on closing technical/product gaps surfaced by CS and Renewals data. Build and own CS/Renewals dashboards and executive data packs covering GRR/NRR, renewal trends, churn/downsell drivers, at-risk accounts, health distribution, adoption, and time-to-value. Design and govern product metrics across product/eng and post sales teams; own data integrity across Salesforce, the CS platform, Snowflake, and Tableau. Apply AI/LLM tools to automate reporting, build workflows and frameworks from scratch, accelerate analysis, and reduce manual operational work — and help set the standard for how the post-sales org uses AI to scale. Act as the operational bridge across RevOps, Sales Ops, Finance, Support Ops, Enablement, and Data/BI — leading cross-functional programs and driving alignment on data, definitions, and scaling initiatives. Deliver ad hoc and recurring analysis that turns raw data into decision-ready insight for CS and Renewals leadership. Experience you’ll need Minimum of 6 years in Customer Success Oper

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your opportunity The Associate Technical Success Manager will be responsible for the technical relationship with our largest enterprise customers, acting as their technical champion with accountability to drive customer adoption and value realization with our platform. You will be explicitly driving consumption through the usage of our platform. This role involves close collaboration with Account Executives to articulate and demonstrate the technical benefits of New Relic’s solutions, ensuring customers understand the value and efficiency our platform brings to their operations. As a TSM, you will lead the customer journey, taking the customer from onboarding adoption to value realization and beyond, ensuring a high level of customer satisfaction. What you'll do Guiding Customer to Initial Committed Consumption: Work alongside customers during the onboarding process, understanding their needs and guiding them through onboarding best practices. Monitor adoption and address any hurdles to ensure prompt achievement of committed usage levels. Through value-based activities, TSMs will plan and proactively drive consumption and usage across our customer accounts. Their actions will improve customer experience with the New Relic platform, increasing adoption and consumption. Owning User Success through Training and Enablement: Lead personalized training sessions and create resources like documentation, videos, and articles to empower users to f

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp's first post-sales hire in Europe doesn't just activate customers, they set the standard for what post-sales excellence looks like in a brand new market. This is a role for people who have been inside organizations when change was hard, who speak the language of a CFO, and who can move a customer from onboarding to true business value without losing the commercial thread. You'll own a book of customers end-to-end: responsible for driving genuine activation and adoption, and for finding and closing the expansion opportunities that follow when customers are actually getting value. There is no handoff here. Onboarding and growth live in the same seat. As one of the first people on the ground in London, you'll have real accountability from day one, and the work you do will directly shape how Ramp builds its post-sales motion across Europe. If you're someone who uses AI the way high performers use any sharp tool (as a default, not an experiment), who is energized by building from scratch, and who wants to own outcomes rather than just

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As an Associate, Broker Dealer Operations, you'll join the Coinbase Capital Markets team within Finance and help run the daily operational engine behind our U.S. equities brokerage experience. This team keeps customer accounts, trades, cash, positions, transfers, and corporate actions accurate, controlled, and scalable. You'll execute core broker-dealer workflows, investigate exceptions, and drive improvements that make the operation safer and more efficient for millions of customers. What you'll do: Execute daily trade, position, balance, and cash reconciliations between Coinbase and Apex records, investigating and resolving breaks with full documentation. Support customer account onboarding and maintenance workflows, including documentation review, status follow-up, and exception escalation. Process inbound and outbound securities transfers (ACATs) end-to-end, from intake review and eligibility checks through submission, tracking, and exception resolution. Monitor operational alerts and exception queues, prioritize customer- and risk-impacting issues, and coordinate remediation across Engineering, Product, Trading, CX, Compliance, Finance, and Apex. Support corporate action operations by reviewing event notices, monitoring deadlines, validating allocations, and investigating post-event discrepancies. Identify recurring failure modes and propose practical improvemen

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your opportunity The Technical Success Manager (TSM) will be responsible for the technical relationship with our largest enterprise customers, acting as their technical champion with accountability to drive customer adoption and value realization with our platform. You will be explicitly driving consumption through the usage of our platform. This role involves close collaboration with Account Executives to articulate and demonstrate the technical benefits of New Relic’s solutions, ensuring customers understand the value and efficiency our platform brings to their operations. As a TSM, you will lead the customer journey, taking the customer from onboarding adoption to value realization and beyond, ensuring a high level of customer satisfaction. What you'll do Work alongside customers during the onboarding process, understanding their needs and guiding them through onboarding best practices; monitor adoption and address any hurdles to ensure prompt achievement of committed usage levels; plan and proactively drive consumption and usage across customer accounts. Lead personalized training sessi

About the Team The Customer Success Team is part of DoorDash's In-Store Business Unit and serves as the heartbeat of our customers. We are a diverse, global team working to help our customers meet and exceed their business goals through creative problem-solving, data and deep product knowledge, always with a customer centric approach. Our team is a group of empathetic relationship builders, curious minds, doers, thinkers, strategizers, and friendly humans who are passionate about supporting the hospitality industry. About the Role We are looking for a Senior Customer Success Manager (Senior CSM) to drive strategic partnership, retention, and growth across a portfolio of our highest-value and complex SMB customers. This is a high-touch, relationship-driven role focused on delivering measurable business outcomes across the full customer lifecycle, including onboarding, adoption, renewal, and expansion. As a Senior CSM, you will operate as a trusted advisor to key stakeholders, partnering closely with Account Management to drive long-term customer success and revenue growth. You’re excited about this opportunity because you will… Own a High-Value Book of Business. Manage a tailored, high-value portfolio of customers in key strategic markets, delivering deep, high-touch engagement to drive strong customer health, retention, and expansion. Drive End-to-End Customer Outcomes. Own the full customer lifecycle—from onboarding and adoption through renewal and growth—ensuring customers realize measurable ROI and long-term value from our platform. Lead High-Impact Customer Engagement. Develop and execute tailored account strategies, including leading high-impact business reviews and planning sessions with senior and executive stakeholders. Act as a Trusted Advisor. Build deep relationships with key decision-makers, providing strategic guidance that influences customer business outcomes and long-term success. Partner Closely with Account Management. Collaborate in a highly integ

Perplexity's API Platform brings our work in AI, search, and agent orchestration to developers. Our customers range from AI-native startups to some of the world's largest technology companies. Working with them, alongside our own developments in building Perplexity’s core application gives our team direct exposure to how search, models, and tools are used to build and scale AI-native products and applications. About this role We are looking for a technically fluent Customer Success Manager to help our API customers succeed and shape how we support them as the business grows. You will own a portfolio of customers, understand what they are building, and help them move from evaluation to production and broader adoption. Alongside your accounts, you will lead projects such as product and endpoint migrations, customer enablement, and communications for product updates and incidents. You will work directly with customers developing AI products and with the engineers building the APIs they depend on. As an early member of the team, you will help shape our customer success programs and bring what you learn from customers into product decisions. Responsibilities Own customer relationships across onboarding, adoption, retention, and expansion, building trust with developers, technical leaders, and business stakeholders. Understand each customer's use case, integration, and success criteria. Help them evaluate the APIs, resolve adoption barriers, and establish a path to production. Use account and product usage data to identify declining adoption, technical risks, and growth opportunities, then work with customers on specific next steps. Investigate technical questions using API documentation, sample requests, and usage data. Coordinate with Engineering and Support on deeper issues and keep customers informed through resolution. Lead customer-facing programs such as endpoint migrations, product rollouts, and enablement. Define milestones, coordinate internal owners, and track

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Product & Pricing Consultant III What is the Opportunity? As an integral member of the Customer Experience and Onboarding, the Product & Pricing Consultant II, will work with customers to successfully implement our product. You will obtain product expertise and gain the ability to explain, configure and demonstrate functionality to our customers and partners. You will collaborate with internal and external stakeholders to achieve successful outcomes for our customers. Who We Are Looking For Elicit, clarify, and document business requirements Strong ability to articulate key functional capabilities of SaaS solution suite Lead in fit-gap analysis exercise to assess business requirements and align them with out of the box capabilities and work closely with cross-functional teams to determine action plan to address gaps Job Description Establish user stories and backlog items, and prepare test specifications utilizing agile methodology Prepare key implementation deliverables business requirements documentation, functional specifica

About Outreach Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. Outreach infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. World leading enterprise organizations use Outreach to power their revenue teams, including Databricks, SAP, Siemens, and Verizon to name a few. About the Team Our Professional Services team is the main point of contact with Outreach customers after a sale is complete. We are leading experts on AI agent delivery, Sales Engagement, Conversational Intelligence, and Forecasting who bring innovation to implementation each and every day. As a vital part of our customer success ecosystem, we make sure a customer's initial onboarding and implementation are exceptional. We educate our customers on the benefits and features of our core product, inspire their organization, and help them immediately start exceeding their KPIs. The Role As a Senior Professional Services Consultant, you are a trusted advisor to customers who have just purchased Outreach, and you ensure their onboarding and services experience is exceptional. You provide strategic insight throughout the implementation and partner with customers on overall platform best practices, GTM strategy, technical configuration, change management methods, and how best to engage their teams to drive adoption. You work across Sales, Presales, Customer Success, Education, Support, Product, and Engineering to keep the customer journey well documented, handoffs seamless, and customer feedback captured. AI is changing how our consultants work. You will use it to

Scale AI is at the forefront of the AI revolution, helping the U.S. government unlock the potential of AI across national security missions. We’re building enterprise-grade generative AI solutions and delivering them into operational use cases that matter. We’re hiring an engagement manager (EM) to lead and coordinate delivery of agentic workflows for a national security customer. As an EM on our public sector delivery team, you will own or support a large account plan, manage day-to-day execution for customers, and ensure an incredible customer experience. This role is ideal for someone who blends program leadership, customer relationship building, technical fluency, and contract awareness — and who thrives in fast-moving, ambiguous, and mission-driven environments. You will: Manage customer relationships from the executive to the end user Work alongside customers to scope agentic workflow use cases that Scale’s engineering team will build and you will ultimately refine Lead a cross-functional project team to deliver on and exceed the customer's AI/ML objectives Lead with a “whatever-it-takes” mentality, proactively identifying customer needs and operator pain points to ensure customer success Oversee onboarding and successful implementation of customer accounts Must haves: An active TS/SCI clearance 5+ years of work experience succeeding in stakeholder management or a customer-facing role delivering enterprise-scale applications / solutions A track record of structured, analytics-driven problem solving Excellent verbal and written communication skills Willingness to be onsite with the customer in the Omaha area 4 days per week and able to travel at least 25% of the time (as needed) We have a diverse team with a variety of skill sets, many have: 10+ years of professional experience, often in a customer-facing technical program management role in industry or government Prior experience at an API technology company and / or managing technical customers using an API A

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Customer Growth & Experience (CGX) team owns the full customer lifecycle - from the moment a customer lands on plaid.com to their journey across onboarding, activation, adoption, and long-term success. Within CGX, the Growth team owns Plaid's highest-leverage revenue levers. We optimize the self-serve funnel from a customer's first onboarding step through go-live and scale, build the upsell motion that expands existing customers, partner with GTM to remove friction from the sales flow, and own the premium enterprise features that unlock our largest customers. We operate data-first, using funnel analytics and experimentation to find and prioritize the bets that move the business. As a Product Manager on the Growth team, you'll own one of Plaid's highest-leverage revenue surfaces: the self-serve funnel that takes customers from their first onboarding step through go-live and scale. You'll work to increase acquisition, reduce friction, and improve revenue efficiency across the SMB and long-tail base. You'll partner closely with the Web team, Engineering, Design, BI/DS, Marketing, and Sales to build the upsell motion that expands existing customers, whether served in-product o

Scale AI is at the forefront of the AI revolution, helping the U.S. government unlock the potential of AI across national security missions. We’re building enterprise-grade generative AI solutions and delivering them into operational use cases that matter. We’re hiring an engagement manager (EM) to lead and coordinate delivery of agentic workflows for a national security customer. As an EM on our public sector delivery team, you will own or support a large account plan, manage day-to-day execution for customers, and ensure an incredible customer experience. This role is ideal for someone who blends program leadership, customer relationship building, technical fluency, and contract awareness — and who thrives in fast-moving, ambiguous, and mission-driven environments. You will: Manage customer relationships from the executive to the end user Work alongside customers to scope agentic workflow use cases that Scale’s engineering team will build and you will ultimately refine Lead a cross-functional project team to deliver on and exceed the customer's AI/ML objectives Lead with a “whatever-it-takes” mentality, proactively identifying customer needs and operator pain points to ensure customer success Oversee onboarding and successful implementation of customer accounts Must haves: An active TS/SCI clearance 5+ years of work experience succeeding in stakeholder management or a customer-facing role delivering enterprise-scale applications / solutions A track record of structured, analytics-driven problem solving Excellent verbal and written communication skills Willingness to be onsite with the customer in the Omaha area 4 days per week and able to travel at least 25% of the time (as needed) We have a diverse team with a variety of skill sets, many have: 10+ years of professional experience, often in a customer-facing technical program management role in industry or government Prior experience at an API technology company and / or managing technical cus

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Customer Growth & Experience (CGX) team owns the full customer lifecycle - from the moment a customer lands on plaid.com to their journey across onboarding, activation, adoption, and long-term success. Within CGX, the Growth team owns Plaid's highest-leverage revenue levers. We optimize the self-serve funnel from a customer's first onboarding step through go-live and scale, build the upsell motion that expands existing customers, partner with GTM to remove friction from the sales flow, and own the premium enterprise features that unlock our largest customers. We operate data-first, using funnel analytics and experimentation to find and prioritize the bets that move the business. As a Product Manager on the Growth team, you'll own one of Plaid's highest-leverage revenue surfaces: the self-serve funnel that takes customers from their first onboarding step through go-live and scale. You'll work to increase acquisition, reduce friction, and improve revenue efficiency across the SMB and long-tail base. You'll partner closely with the Web team, Engineering, Design, BI/DS, Marketing, and Sales to build the upsell motion that expands existing customers, whether served in-product or routed to GTM as

Scale AI is at the forefront of the AI revolution, helping the U.S. government unlock the potential of AI across national security missions. We’re building enterprise-grade generative AI solutions and delivering them into operational use cases that matter. We’re hiring an engagement manager (EM) to lead and coordinate delivery of agentic workflows for a national security customer. As an EM on our public sector delivery team, you will own or support a large account plan, manage day-to-day execution for customers, and ensure an incredible customer experience. This role is ideal for someone who blends program leadership, customer relationship building, technical fluency, and contract awareness — and who thrives in fast-moving, ambiguous, and mission-driven environments. You will: Manage customer relationships from the executive to the end user Work alongside customers to scope agentic workflow use cases that Scale’s engineering team will build and you will ultimately refine Lead a cross-functional project team to deliver on and exceed the customer's AI/ML objectives Lead with a “whatever-it-takes” mentality, proactively identifying customer needs and operator pain points to ensure customer success Oversee onboarding and successful implementation of customer accounts Must haves: An active TS/SCI clearance 5+ years of work experience succeeding in stakeholder management or a customer-facing role delivering enterprise-scale applications / solutions A track record of structured, analytics-driven problem solving Excellent verbal and written communication skills Willingness to be onsite with the customer in the Colorado Springs area 4 days per week and able to travel at least 25% of the time (as needed) We have a diverse team with a variety of skill sets, many have: 10+ years of professional experience, often in a customer-facing technical program management role in industry or government Prior experience at an API technology company and / or managing technical

Scale AI is at the forefront of the AI revolution, helping the U.S. government unlock the potential of AI across national security missions. We’re building enterprise-grade generative AI solutions and delivering them into operational use cases that matter. We’re hiring an engagement manager (EM) to lead and coordinate delivery of agentic workflows for a national security customer. As an EM on our public sector delivery team, you will own or support a large account plan, manage day-to-day execution for customers, and ensure an incredible customer experience. This role is ideal for someone who blends program leadership, customer relationship building, technical fluency, and contract awareness — and who thrives in fast-moving, ambiguous, and mission-driven environments. You will: Manage customer relationships from the executive to the end user Work alongside customers to scope agentic workflow use cases that Scale’s engineering team will build and you will ultimately refine Lead or support a cross-functional project team to deliver on and exceed the customer's AI/ML objectives Lead with a “whatever-it-takes” mentality, proactively identifying customer needs and operator pain points to ensure customer success Oversee onboarding and successful implementation of customer accounts We have a diverse team with a variety of skill sets, many have: A technical background (education or professional experience with computer science, economics, statistics, engineering) A proven track record in B2B client-facing roles and expanding client relationships Prior experience owning the technical implementation of solutions to the government Must haves: An active TS/SCI clearance (Full Scope Polygraph is a nice to have) 3+ years of work experience succeeding in stakeholder management or a customer-facing role delivering enterprise-scale applications / solutions A track record of structured, analytics-driven problem solving Excellent verbal and written communicat