Customer Onboarding Officer Jobs

At Linear, we're building the product development system for teams and agents. AI is fundamentally changing how software gets built, and we’re shaping the tools this new era requires. Founded in 2019, Linear has become the platform of choice for more than 40,000 companies (including OpenAI, Coinbase, and Ramp) to plan, build, and ship their products. Today, our team is distributed across North America, Europe, and Australia, and we’re continuing to grow internationally. What unites us is relentless focus, fast execution, and a deep care for software craftsmanship. In this role, you will serve as the primary technical partner for our most strategic prospects and customers. You’ll play a dual role: driving complex technical engagements through end-to-end demos, migrations, and integrations, and accelerating ramp for new sales hires by codifying best practices. You will showcase our product’s value to prospects, uncover challenges and architect tailored solutions, drive successful sales evaluations, and champion customer needs internally. Location & work mode Linear is a remote-first company, with optional co-working offices in San Francisco, New York, and London. This role is open to candidates based in North America. You can work from anywhere within this region. We value deep focus and async collaboration, with intentional moments to connect in person through team off-sites, optional co-working, and occasional travel. What you’ll do Articulate Linear’s architecture, data model, and integration patterns to engineering and product teams; deliver tailored technical presentations and deep-dive demos for key stakeholders. Design, plan, and execute large-scale migrations, custom configurations, and API integrations; troubleshoot proactively to ensure seamless onboarding. Build and maintain realistic demo instances that mirror enterprise workflows, scale tests, and feature toggles—enabling sales reps to showcase Linear’s capabilities in context. Collaborate with Sales

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Okta is seeking a Staff Technical Writer to lead documentation for major product launches, spanning both developer.okta.com (APIs, SDKs, integration guides) and the help.okta.com (admin/product guides). Reporting to the Manager of Technical Documentation, you'll quickly ramp up on the team’s guidelines and processes and set expectations with cross-functional partners on documentation deliverables. Location: Bengaluru, Karnataka, India Work Mode: Hybrid (minimum of 2 days onsite/week) Note: Requires an in-person meeting with the Hiring Manager at our Bengaluru office following the final rounds. Onboarding requires in-person travelling to our Bengaluru office. What you'll be doing Work closely with Engineering, Product Management, QA, Support, and members of the Information Development team. Prioritize documentation work across concurrent initiatives to meet release dates. Create end-to-end feature documentation for multiple engineering teams. These include developer content (API references and SDK/CLI/Terraform guides) and admin/product content (feature and configuration guides). Develop comprehensive product expertise through hands-on engagement to ensure documentation accuracy and alignment with customer workflows. Become an expert in the Information Development team’s guidelines, processes, and tools. Identify scope for improvement and suggest enhancements, including the use of Generative AI tools to increase productivity. Analyze customer fe

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Account Maintenance team’s mission is to build trust with the RIAs we support by delivering a seamless, consistent account onboarding and maintenance experience. As the primary entry point for new customer accounts, we take complete end-to-end ownership of every request with speed and accuracy from initiation to resolution. As an Account Maintenance Associate, you will work with a highly motivated team providing timely and accurate execution of new account opening and account maintenance functions. You must welcome challenges, seek continuous improvement, and be eager to learn and grow within a dynamic environment. This role is based in our Clearwater, FL office(s), with in-person attendance expected at least 5 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you’ll do Review and process new account applications and account maintenance requests, ensuring all requests are processed efficiently and accurately. Keep records of interactions and file account-rela

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Ads Solutions Engineer to partner with advertisers and agencies throughout the pre-sales and growth lifecycle, helping them successfully evaluate, launch, and scale on OpenAI’s advertising platform. You will serve as the technical expert in the sales process, translating advertiser objectives into scalable technical solutions across measurement, integrations, data activation, and campaign execution. This role sits at the intersection of sales, product, and engineering. You’ll work closely with Client Partners, Customer Success Managers, Product, Engineering, Policy, and Operations teams to remove technical blockers, accelerate revenue growth, and shape the future of OpenAI’s ads platform. This role is based in London, UK. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Partner with Client Partners during the sales cycle to provide technical expertise that unlocks new business and accelerates deal closure. Lead technical discovery with advertisers and agencies to understand data flows, martech stack, measurement requirements, and activation goals. Design and recommend implementation approaches for pixels, APIs, server-to-server integrations, identity solutions, offline conversions, and measurement frameworks. Guide advertisers through onboarding and launch readiness, ensuring successful setup of tracking, attribution, audience signals, and reporting. Troubleshoot technical issues related to implementati

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role Our Sales team has a unique mission to help customers understand the deep impact that highly capable AI models can bring to their business and users. This role is a mixture of technical understanding, vision, partnership, and value-driven strategy. You’ll be a key driver of new business opportunities through the entire sales cycle, from pipeline generation to closure. You’ll work with researchers, engineers, and solution strategists to help customers evolve their industry with AI. This role is based in Tokyo. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you'll: Build and manage a pipeline of new business opportunities Lead our enterprise prospects’ journeys from consideration to successful deployment Partner with solutions and research engineering to build and execute complex customer programs and projects Own a consumption revenue target Analyze opportunity metrics to create reports and provide insights to internal stakeholders Closely monitor the industry landscape (people, competitors, partners, etc.) to contribute to product roadmap and other corporate strategies Collaborate with solutions, marketing, communications, business operations, people operations, finance, product management, and engineering Support the recruitment and onboarding of other te

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. Team: The Security Governance, Risk, and Compliance (GRC) team is part of Plaid’s security organization, focused on enabling the business by proactively managing information security risks and maintaining effective controls. Our mission is to reduce the likelihood and impact of security risks while operating a robust assurance program that builds trust with our customers, consumers, and data partners.We partner closely across the company to ensure Plaid’s platform remains secure, resilient, and aligned with industry and regulatory expectations. Third-party ecosystem risk is a core part of how we keep Plaid safe—we vet the security of both the vendors we rely on and the customers and partners who connect to our platform, so trust runs in both directions. Role: You will run security risk assessments for Plaid’s third parties end-to-end—from intake and questionnaire through risk rating, findings, and tracked exceptions. You will assess the security posture of customers and partners onboarding to the platform with the same rigor we apply to vendors. You will keep the third-party risk lifecycle moving—risk tiering, reassessment cadence, remediation follow-through, and a clean, current risk register. You

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with exceptional attention to detail

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Act as a strategic partner to customers, orchestrating cross-functional internal teams and engaging executive, technical, and business stakeholders to understand customer goals and translate them into a clear, deliverable Datadog value narrative. Proactively build and maintain executive relationships to deliver clear, outcome-driven value stories that connect Datadog technical use cases to measurable business results. Lead QBRs and strategic reviews as a forum to demonstrate impact, align on priorities, and define next-step initiatives. Analyze adoption and usage trends to quantify value delivered, extract insights from large datasets, identify gaps, and drive financially grounded commercial recommendations and strategic opportunities. Position Datadog as a critical observability platform that enables reliability, efficiency, and informed decision-making. Own and project manage the on-boarding process for new customers Collaborate cross-functionally with AEs, SEs, TAM, Product, Support, Enablemen and other technical teams to ensure consistent value delivery and messaging. Who You Are: Customer-centric with 3+ years in a Customer Success

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Act as a strategic partner to customers, orchestrating cross-functional internal teams and engaging executive, technical, and business stakeholders to understand customer goals and translate them into a clear, deliverable Datadog value narrative. Proactively build and maintain executive relationships to deliver clear, outcome-driven value stories that connect Datadog technical use cases to measurable business results. Lead QBRs and strategic reviews as a forum to demonstrate impact, align on priorities, and define next-step initiatives. Analyze adoption and usage trends to quantify value delivered, extract insights from large datasets, identify gaps, and drive financially grounded commercial recommendations and strategic opportunities. Position Datadog as a critical observability platform that enables reliability, efficiency, and informed decision-making. Own and project manage the on-boarding process for new customers Collaborate cross-functionally with AEs, SEs, TAM, Product, Support, Enablemen and other technical teams to ensure consistent value delivery and messaging. Who You Are: Customer-centric with 3+ years in a Customer Success

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Act as a strategic partner to customers, orchestrating cross-functional internal teams and engaging executive, technical, and business stakeholders to understand customer goals and translate them into a clear, deliverable Datadog value narrative. Proactively build and maintain executive relationships to deliver clear, outcome-driven value stories that connect Datadog technical use cases to measurable business results. Lead QBRs and strategic reviews as a forum to demonstrate impact, align on priorities, and define next-step initiatives. Analyze adoption and usage trends to quantify value delivered, extract insights from large datasets, identify gaps, and drive financially grounded commercial recommendations and strategic opportunities. Position Datadog as a critical observability platform that enables reliability, efficiency, and informed decision-making. Own and project manage the on-boarding process for new customers Collaborate cross-functionally with AEs, SEs, TAM, Product, Support, Enablement and other technical teams to ensure consistent value delivery and messaging. With demonstrated understanding of observability and security pla

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers in Indonesia. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers in Indonesia. Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with excep

As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers in Indonesia. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions are rooted in relationship-management, first and foremost, while also advocating for growth opportunities. Enterprise Customer Success Managers follow a well-defined methodology that helps them identify the customer's unique needs and clearly convey the value of the Datadog product. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with Enterprise Account Executive and Solution Engineering teams to onboard, train, and proactively drive adoption with our Enterprise customers in Indonesia. Proactively build relationships with customers to achieve loyalty and advocacy within their organization Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal) Own and project manage the on-boarding process for new customers Become a trusted advisor to the client and partner in building a clear and concise plan to meet their business goals Monitor and analyze usage trends to uncover renewal risks and identify opportunity for contract growth/optimization With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Customer-centric with 3+ years in a Customer Success or Account Management role Able to manage a wide portfolio of accounts rolling up to large enterprise corporate accounts Knowledgeable in working with Fortune 1000 companies and global brands across all industries A strong communicator with excep

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: Communicate and explain the data onboarding workflow to clients over calls and emails Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds Provision received accounts to the appropriate Addepar environments Work closely with data providers to tri

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Technical Program Manager 1. Overview This role provides Tier 1 and Tier 2 support for Jira Cloud users across Mastercard programs, ensuring seamless onboarding, issue resolution, and vendor coordination. You will work closely with engineering, product, and vendor teams to maintain operational excellence and drive adoption of Jira Cloud and integrated tools like Aha! and X-ray. 2. Role • Serve as the primary contact for Jira Cloud support , handling Remedy tickets, onboarding queries, and user escalations. • Facilitate onboarding of programs to Jira Cloud, including license validation, test case migration, and user provisioning. • Conduct demos and office hours to guide users through Jira workflows and integrations. • Partner with engineering teams to troubleshoot configuration issues, permission models, and data sync errors between Jira and Rally/Aha • Support CRQ planning and execution for Jira schema updates, field validations, and migration logic enhancements. • Coordinate with vendors to resolve plugin issues, validate architecture diagrams, and ensure compliance with Mastercard’s security standards. • Monitor and clean up orphaned work items, duplicate epics, and initiatives across programs using Domo reports and Confluence documentation. • Maintain Confluence pages for s

Datadog is seeking a Regional Manager, Sales Engineering to join our high-growth organization and world-class pre-sales team. You will manage a team of talented Sales Engineers to help qualify and close opportunities and coach the team on their approach to providing technical expertise through sales presentations, product demonstrations, and supporting technical evaluations (POCs). This is a hands-on management role where you will take the lead technical role in your region supporting customer facing activities and engagements for key accounts. Enable a strong partnership between the SE team and other organizations within Datadog. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Partner with the Sales Team to articulate the overall Datadog value proposition, vision and strategy to customers. Manage a team of leaders and individual contributors, helping to ensure customer success pre-sale; Assist recruiting efforts to find and hire top talent within your region. Mentor/coach new hires during on-boarding to ensure proper ramping of skills and capabilities Ensure that your team is enabled to support all required Datadog solutions along with key technical and soft skills Develop a close working relationship with Product Management, Support, and Enablement to ensure continuity between pre and post sales activities Deliver semi-annual performance reviews along with collaborating on and executing individual development plans Who You Are: Experienced with 1-3+ years in a Sales Engineering team lead or mentorship role and 3+ years in a Sales Engineering or other equivalent client facing role Coachable, with a strong desire to improve and grow as a professional and a demonstrated ability to navigate through change Proven in your ability to grow and develop a