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Customer Onboarding Director Jobs

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Explore current customer onboarding director jobs. Use filters to narrow by work mode, employment type, experience and date posted.

SA
Scale AI
📍 Honolulu• $166.4K – $249K/yr
6mo ago

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 customers in locations throughout the Oahu 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 manag

pythonsqlai
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We’re looking for an Account Executive, Mid-Market to help us develop and close new business with mid-market Hootsuite customers within our landmark industries. You will work in a fast paced sales environment selling Hootsuite solutions to prospective customers. You will work with our inbound lead generation teams, helping our prospective customers choose Hootsuite as their Social Media Management partner. This is a hybrid position open to candidates based near Hootsuite's London office. In this role, you will report to the Manager, Mid-Market Sales. WHAT YOU’LL DO: Successfully acquire new mid-market customers within our landmark industries by responding and actioning internal leads in order to achieve individual quota targets. Navigate sales cycles from value creation to negotiation and closing, and present the value of our solutions to prospective customers. Forecast and close new business revenue every month. Proactively seek out insightful market and industry information in order to effectively develop rapport with mid-market customers. Recommend relevant solutions by offering a unique product mix from the range of Hootsuite products to solve clients business challenges. Recommend appropriate third party partner solutions to meet customer needs and build a differentiated pitch for our customers. Deliver product presentations and demos to potential customers, showcasing a range of solutions that provide maximum benefit to the customer. Complete RFI/ RFP and other supplier technical requirement documents. Partner with our pre & post sales teams to navigate roadblocks and objections, ensuring customer success and long term value for the customer. Manage, track and report sales activities and results through Salesforce, Sales Navigator and 6Sense Facilitate a warm handoff to the implementation and customer teams following the close of the initial customer sale to ensure a smooth customer transition and onboarding. Engag

artificial intelligenceaisalesforce
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P
3mo ago

About Paytm Europe Merchants deserve better from their payments provider: fairer pricing, faster settlement, easier tools, and support from a partner that understands their business. Paytm Europe Payments S.A., is being established in Luxembourg, backed by One97 Communications Limited, one of India's largest fintech groups, with the ambition of transforming how SMEs across Europe accept and manage payments. Following launch in Luxembourg, the business will expand into Germany, the Netherlands and other European markets. As a CSSF-regulated Payment Institution, Paytm Europe is committed to building a best-in-class governance, risk and compliance framework from inception. Role Purpose The Head of Financial Crime & MLRO will lead the design, implementation and continuous enhancement of Paytm Europe's financial crime framework across Europe. The successful candidate will act as the Money Laundering Reporting Officer (MLRO), ensuring compliance with all applicable AML/CFT/CPF, sanctions and financial crime obligations while enabling sustainable commercial growth. This is a strategic executive leadership role responsible for building a scalable, technology-enabled financial crime function capable of supporting Paytm Europe's long-term European expansion. Key Responsibilities Build the Financial Crime Framework - Design and implement Paytm Europe's AML/CFT/CPF framework, policies and procedures. -Establish a risk-based control environment aligned with CSSF, EU and international regulatory expectations. -Ensure the framework scales effectively as the business expands across Europe. Act as MLRO - Serve as the designated Money Laundering Reporting Officer. - Maintain effective relationships with the CSSF, Financial Intelligence Units and other competent authorities. - Oversee suspicious activity investigations and reporting. Customer & Merchant Due Diligence - Oversee customer and merchant onboarding, KYC/KYB, enhanced due diligence and ongoing monitoring. - Ensure rob

B
Baseten
📍 San Francisco• Full-time• Remote• $220K – $285K/yr
4mo ago

ABOUT BASETEN Baseten powers mission-critical inference for the world's most dynamic AI companies, like Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma, and Writer. By uniting applied AI research, flexible infrastructure, and seamless developer tooling, we enable companies operating at the frontier of AI to bring cutting-edge models into production. We're growing quickly and recently raised our $1.5B Series F , led by Altimeter Capital, Conviction Partners, and Spark Capital. Join us and help build the platform engineers turn to ship AI products. THE ROLE As a Software Engineer on the Internal Tooling team, you will own the internal operating system that sits at the heart of how Baseten operates. Capacity helps unlock revenue by carefully balancing supply and demand. The operating system manages all aspects of the customer lifecycle: from onboarding to managing complex customer SLA requirements. This role is for engineers who want to own a product end to end, not just implement tickets. You will work directly with the Capacity, Sales, and Engineering teams to understand requirements, define solutions, and ship software that removes friction from some of the most high-stakes workflows in the company. If something is slow, manual, or error-prone in the capacity fulfillment lifecycle, you will be the one to fix it. You are a strong fit if you have strong product intuition, move fast without sacrificing quality, and take satisfaction in building tools that make the people around you measurably more effective. RESPONSIBILITIES Own the Capacity product end to end: scoping, design, implementation, and iteration based on feedback from internal stakeholders Translate complex operational requirements from Capacity, Sales, and SRE teams into clean, ergonomic product experiences Build and maintain full-stack features across the Capacity toolchain, including UI surfaces, APIs, and backend services Identify workflow bottlenecks and manual processes across the capacity lifecycl

REMOTEjavascriptpostgresqlaws
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A BOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: Tide is available for UK, Indian, German and French SMEs Over 2 million members globally and rapidly growing Over $300 million raised in funding 3,000 Tideans globally Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg About the team The Onboarding Team is a front-line team, looking to convert as many prospective/cold leads into becoming a Tide Member and taking advantage of many Tide products during their Onboarding period. We collaborate with marketing, product and the KYC Teams to ensure a seamless Onboarding experience for prospective members, providing key insights to all stakeholders. About the role As a Customer Support Executive with German (Onboarding), you will act as a key liaison between Tide and potential members, ensuring they see the value of joining a leading fintech company. Your role combines excellent customer service with strong sales skills to convert leads into full Tide members. Why? Tide is growing, and with

aiaccountingrecruitment
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J
Justworks
📍 Mexico City• Full-time• MX$61K – MX$73.9K/mo
2mo ago

Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you’ll fit right in. Who You Are You are a strategic, detail-oriented professional with expertise in the Employer of Record (EOR) industry. You thrive on managing complex international onboardings and turning nuanced challenges into seamless customer and employee experiences. A natural collaborator, you enjoy working across departments to optimize workflows and bridge product gaps. You are highly organized, deadline-driven, and committed to delivering high-touch service that helps customers scale their global teams with confidence. Your Success Profile What You Will Work On Own the full technical and operational setup for international hires, including the execution of employment agreements, statutory policy alignment, local enrollments, and the successful implementation of local benefit enrollments to ensure 100% Day 1 compliance. Identify customer needs during the implementation phase to recommend essential supplemental services, including but not limited to, IT provisioning, background checks, supplemental benefits, and more. Lead high-impact initiatives to improve the customer and employee journey and drive efficiency across the onboarding experience f

awsrestai
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M
5 days ago

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. JOB FAMILY SUMMARY: Leads new Mindbody customers through software configuration, training, and onboarding to ensure successful setup with our products. Conducts virtual face-to-face onboarding sessions, ensuring the successful deployment of systems while meeting client requirements and timelines. Provides training and support for a smooth transition and effective use of implemented solutions. Recommends and helps implement additional value-added services available through Mindbody. JOB SUMMARY: The Onboarding Specialist position provides software configuration and onboarding support to Mindbody customers through multiple methods of contact, specifically on camera interactions over video conferencing and email communication. They collect customer requirements during initial kick-off calls and configure the customer site accordingly to help them achieve their goals. This role acts as a liaison between the customer and other Mindbody teams, recommending and helping implement value-added services. MINIMUM QUALIFICATIONS AND REQUIREMENTS: Bachelor’s degree or High School diploma and equivalent experience required. 1+ years of

Excelcustomer service
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M
Mindbody
📍 Brazil• Full-time
1mo ago

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. The Role You'll Play You'll guide new Mindbody customers through their software journey - from configuration and training to launch. Acting as their trusted partner, you'll lead virtual onboarding sessions, gather requirements, and build out their sites to match their unique goals and business needs. You'll troubleshoot challenges, recommend value-added services, and collaborate across teams to ensure every customer feels confident and set up for success. Manage onboarding for assigned customers, delivering configuration, training, and support through virtual video sessions Gather customer requirements during kickoff calls and configure their software environment to align with their business objectives Identify opportunities to recommend and coordinate additional Mindbody services and products that add value Troubleshoot software challenges and collaborate with Engineering and Product teams to resolve issues Build trust and confidence by sharing your firsthand knowledge of Mindbody products, services, and processes Proactively follow up with customers to ensure engagement, answer questions, and support their progress Schedule ongoing training sessions as needed to reinforce lear

aigorust
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About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. About the Role: We’re looking for a sharp, detail-oriented professional who is passionate about enabling self service within the College Pads PMC customer base. You will help scale how we onboard and support clients through automation, process optimization, and improve how ongoing client operations are delivered. You will work closely with Customer Success, Renewals, and Customer Operations to turn manual processes into scalable, self-service experiences. Your focus will be on improving data accuracy, increasing automation, and expanding CSM capacity by reducing manual, repeatable work. Over time, this role is expected to evolve into a Customer Success Operations function with greater ownership of systems and tooling. What You Will Own : Onboarding Operations & Process Execution- • Support and execute onboarding workflows designed by Customer Operations • Identify inefficiencies and recommend scalable improvements • Translate manual processes into structured, repeatable systems Self-Service & Workflow Automation- • Build and maintain forms, templates, and workflows that enable self-service onboarding and updates • Identify and implement opportunities to automate repetitive tasks • Partner with internal teams to test and roll out automation and AI-driven solutions Data Accuracy & Listing Management- • Own the quality and cons

aigorust
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C
3 days ago

Team/Role Overview The Client Onboarding Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job. What you'll do Remediate data in the Clients and Security Coding systems Perform trend analysis and identify root causes Implement or suggest solutions based on the root cause analysis Liaise with other teams globally to ensure data quality is remediated Provide a high level of customer service to our internal stakeholders Own ad-hoc projects from inception through to completion Provide tangible metrics to Management Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. What we'll need from you Experience in managing various data remediation work st

customer service
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About the Team Our Merchant Services team lies at the heart and soul of DoorDash, ensuring that we set all our merchants up for success by providing a seamless onboarding, menu, and photo experience. As DoorDash grows in scale and scope of offering, the strength of our merchant services engine must grow with it. About the Role We are looking for a Premium Onboarding Partner (POP) to partner with our highest-value merchants to provide a best-in-class Merchant onboarding experience at DoorDash. As a Premium Onboarding Partner, you will play a crucial role within the Merchant Services team by providing our merchants with direct contact for all of their onboarding activities & needs. You will build long-lasting relationships with our Merchants through excellent customer service and strategic problem-solving. Not only will you partner with our Merchants, but you will also work with Account Owners and own a book of business as their onboarding contact. You will be a part of a new program to shape support as a differentiator in the marketplace through high-quality, white-glove service. You’re excited about this opportunity because you will… Leverage a proactive approach to Merchant onboarding success by anticipating issues, strategizing on solutions, and recommending specific actions to your cross-functional partners and Mx to ensure a defect-free onboarding Work directly with Merchants daily, helping to ensure flawless onboarding experiences Build relationships with Merchants by serving as a Single Point of Contact for all Merchant onboarding related concerns Promote retention and overall Merchant success by providing an unprecedented first impression of DoorDash’s service Prioritize and escalate issues in partnership with our teams Develop expertise in how DoorDash's systems and resources work and how to use them to promote positive outcomes for our Merchants Provide a best-in-class service experience to Merchants We’re excited about you because… You have 2 yea

salesforceExcellogistics
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C
Citi
📍 Tampa Florida United States• $56K – $78.2K/yr
Just now

The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients

artificial intelligenceaiExcel
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Job Title: Client Onboarding & Product Specialist Company: Paytm Location: Noida Department: Business / Customer Success / Product Role Overview We are looking for a proactive and customer-focused professional to manage the onboarding and adoption journey of new clients at Paytm. The role involves conducting product demos, guiding clients through setup and integrations, resolving onboarding challenges, and ensuring smooth adoption of Paytm’s solutions. The ideal candidate should have strong communication skills, a problem-solving mindset, and the ability to work closely with Sales, Support, and Product teams. Key Responsibilities Lead new clients through a smooth and structured onboarding process, ensuring successful product setup and activation. ● Conduct product demos, product tours, and personalized training sessions to help clients understand and effectively use Paytm’s solutions. ● Guide clients through WhatsApp Marketing integrations, campaign setup, and relevant product functionalities. ● Act as the primary point of contact during onboarding, addressing setup-related queries and troubleshooting issues to ensure a seamless experience. ● Monitor client adoption and proactively identify opportunities to improve product usage and engagement. ● Simplify complex product or technical processes and help clients move from initial onboarding challenges to confident product usage. ● Collaborate with Sales, Customer Support, and Product teams to resolve client issues and share actionable customer feedback. ● Track onboarding progress, client requirements, and issue resolution while ensuring adherence to defined SLAs. ● Monitor campaign performance and support clients in optimizing their multi-channel campaigns. ● Identify recurring client challenges and work with internal teams to improve processes, product experience, and onboarding journeys. ● Maintain accurate records of client interactions, onboarding status, feedback, and resolutions. Key Skills ●

O
OpenAI
📍 San Francisco• Full-time
2mo ago

About the Team The Enablement team translates OpenAI’s product innovation into real-world customer impact by equipping customer-facing teams with the knowledge, practice, and frameworks they need to succeed. Within GTM onboarding, we establish a shared foundation during the first 30 days and build deeper role readiness for technical GTM teams as they progress through ramp. About the Role OpenAI is hiring a GTM Technical Onboarding Program Manager to define and deliver the role-specific onboarding experience for technical customer-facing GTM roles. Foundational onboarding establishes a common baseline during the first 30 days. This role owns the deeper development that follows, with a particular focus on days 30–90, when new hires need to translate product and deployment knowledge into practical, job-specific capability. You will partner with technical GTM leaders, Product, and subject-matter experts to turn complex product and deployment concepts into role-specific curricula, hands-on practice, assessments, certifications, and manager reinforcement. Success means technical GTM new hires build the product fluency, scoping ability, solution judgment, and customer-facing confidence required for their roles. Managers have clear readiness signals, learning experiences stay current as products evolve, and role-specific ramp becomes repeatable across teams and regions. In this role, you will: Own the design and delivery of day 30–90 role-specific onboarding for technical GTM roles Define learning outcomes and readiness standards in partnership with technical GTM leaders Build curricula and learning paths that translate complex product and deployment concepts into job-specific behavior Design and facilitate hands-on experiences such as labs, demos, simulations, technical discovery practice, and customer scenarios Create assessments, certifications, and manager-ready signals of proficiency and deployment readiness Partner with Product, technical subject-matter experts, and G

awsrestai
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C(
15 days ago

The Position Cleo is looking for a Customer Success Associate that will work directly with existing customers and the CSM team to ensure a smooth onboarding, implementation, and renewal process. This intelligent, empathic, and high energy individual will hold responsibility within the CSM team who serve as the primary customer facing resource for all new and existing customers. Superb ability to interface with Customers, Sales, Services, Support, and Products Team is required. What You Will Be Doing Uphold Cleo’s Customer Success strategy and processes Adopt existing, and develop new, methodologies and best practices Own day-to-day interactions between Cleo and a subset of customers through 1:1 and 1:many tech touch communications Manage and facilitate cross-sell/upsell opportunities sourced within the broader Customer Experience organization. Analyze and report on customer usage data, adoption, and project status Oversee customer lifecycle processes/touch points and take clients on an optimal customer journey Drive the customer escalation process Develop ways for Customer Success to deeply understand our customers’ objectives Escalate issues appropriately to Services, Support, Product, etc. Keep accurate records, including documented customer service actions and discussions. Ensure that 100% of interactions are accurately recorded and follow ups scheduled Requirements 3-4 years working at an Enterprise Software and/or SaaS Company in a Customer Success, technical account management or a related field Strong written and verbal communications ability Proven ability to work in an environment with limited processes Experience with Open-Source solutions Experience working in a company selling applications, middleware, database, data warehouse, data integration technology or big/fast data technologies Experience with annual subscription offerings Cleo is an equal opportunity employer. All qualified applicants will receive consideration for employment withou

warehousecustomer service
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