Customer Onboarding Officer Jobs

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. As a Lifecycle Marketing Manager you’ll drive the way we connect with customers to drive engagement across our products, connecting the right user to the right action. You will be focused on informing and implementing a strategic growth roadmap that introduces users to the right products and drives engagement across the entire user journey across onboarding, product adoption, engagement and retention. You’ll work closely with teams across product, marketing,, creative and data science to build campaigns, experiments and messaging that increase engagement with our products and services. You have a passion for applying a quantitative approach to prioritization and creative problem solving. You look to marketing technology and data as your competitive advantage. At your core, you are results oriented and thrive in a fast-paced environment. You’ll be supported by an incredible group of engineers, analysts, content strategists, brand marketers, and product innovators to reach our common goal - to help democratize our financial system. This role is based in our Menlo Park, CA and New York City, NY office(s), with in-person attendance expected at least 3 days per week. At Rob

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: The World’s Identity Company™ Okta is the leader in Identity management and The World’s Identity Company™ . Our mission is to build a more secure world . Okta provides a neutral, powerful, and extensible platform that puts identity at the heart of your stack. Our platforms secure all types of identity, including customers, employees, partners, and AI agents . Top brands trust Okta . We are relied upon by two thirds of the Fortune 100 and over 40% of the Forbes Global 2000 for their Identity-powered journeys. The Strategic Workforce Identity Opportunity Okta Platform Focus: Workforce Identity Solutions Location: Remote (Must be based within 50 miles of downtown Bellevue, WA office, working in the Pacific time zone). Travel: Some travel is required, including in-person onboarding and travel to our San Francisco, CA HQ office during the first week of employment. This role is integral to the Strategic segment team

We are Datadog's in-house product experts. The technical solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. The Product Solution Architecture team works closely with Datadog customers, Datadog’s Product management, engineering and Tech Solutions teams to help architect and implement the Datadog Solution. The team has grown to cover more than 12 Product Categories and needs a highly motivated, results-oriented individual to help lead the team. 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: Manage a team of expert individual contributors, working with Engineering and Product Management on their Product, who help create best practices for adoption of Datadog at scale. Assist in recruiting and hiring of top talent for the team. Mentor/coach new hires during on-boarding to ensure proper ramping of skills and capabilities Ensure that your team is aligned to top company initiatives and enabled to work with various Datadog internal and external stakeholders Deliver performance reviews along with collaborating on and executing individual development plans Be a Trusted Advisor to Product Management by providing high quality feedback based on your field experience working closely with our Sales, Support, Partners and Customers Offer guidance on architecture choices, data collection, and best practices to large Enterprise customers as they adopt these Datadog services across the organization Participate in Executive Brief conversations with high profile customers and prospects about overall architecture, Observability Best Practices and industry trends Who You Are: 10+ years of experience solving complex problems for customers and a strong kno

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Why this role? Why this role? We're hiring a People Systems and Automation Manager to own how our People processes actually run, and to automate them. Cohere is scaling fast. Our processes were built for a much smaller company and too many of them still depend on someone remembering to do something. That does not hold at the size we're heading toward. A useful lens; this role sees us scale through systems and leverage, not human effort. This is a hands-on building role. You will redesign processes, build the workflows that execute them across Rippling, Slack, Notion and the rest of our stack, and own offboarding and our employee support model outright. You cannot automate a process well without running one, so you will do both. You will own the outcome, not just the design. You'll join a small HR Operations team during our Rippling implementation, which means greenfield opportunity and real influence over how this function works for the next few years. What you'll do Design the process, then automate it Map how our People processes actually work today, not how they're supposed to Redesign them before automating, so we don't lock

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 As an Onboarding Manager, you are a trusted partner to new customers and a critical driver of successful implementations. You bring a consultative, service-first approach to your work, balancing structured execution with the ability to tailor onboarding experiences to meet customer needs. You are skilled at managing multiple stakeholders and navigating ambiguity, ensuring alignment across customers and internal teams. You take ownership of the onboarding process end-to-end, proactively managing timelines, identifying risks, and driving outcomes. You are confident leading customer conversations, asking thoughtful questions to understand goals, and translating those insights into actionable onboarding plans. You are a strong communicator who can explain complex concepts clearly and guide customers toward best practices. You are adaptable and solution-oriented, able to troubleshoot challenges and make informed decisions that keep onboarding on track. You are continuously refining your approach and contributing to a high standard of customer experience. Your Success Profile What You Will Work On Serve as the main point of contact for

Figma is growing our team of passionate creatives and builders on a mission to make design accessible to all. Figma’s platform helps teams bring ideas to life—whether you're brainstorming, creating a prototype, translating designs into code, or iterating with AI. From idea to product, Figma empowers teams to streamline workflows, move faster, and work together in real time from anywhere in the world. If you're excited to shape the future of design and collaboration, join us! As an Onboarding Manager, you'll partner with our largest customers and help set them up for immediate success by leading them through a clearly defined onboarding process. You'll build and leverage key cross-functional relationships across Sales, Marketing, and Product Support as you deliver an exceptional onboarding experience. You'll use metrics, customer feedback, and direct experience to help identify new initiatives and materials needed to better engage and support our customers. You bring strong communication and project management skills, and a genuine investment in customer outcomes. This is a full-time, hybrid role based out of our Tokyo hub. What you'll do at Figma: Own and manage the onboarding process for our largest customers from pre-sales through successful onboarding closeout Partner closely with Account Executives to ensure smooth customer handoff experience Understand customer goals and successfully manage their onboarding timeline towards value Collaborate with Technical Account Managers, Designer Advocates, and Product Support to drive a seamless customer onboarding experience Report on metrics and customer feedback to assess the impact of successful onboarding and to help identify new customer initiatives and product opportunities Develop content and enablement resources for customers to use for training/education and to help accelerate product adoption Understand and consult on product and industry best practices in order to act as a trusted advisor to our customers and in

Manager, Customer Onboarding and Partnership, Franchise — Waterloo, Belgium. Apply via Workday.

About the Job: The Customer Success Manager reports directly into the regional CS leader and represents LaunchDarkly as the direct point-of-contact with our customers post-sales. They are LaunchDarkly subject-matter experts guiding our new and expanding customers towards implementation and adoption and helping them achieve their desired use-cases and realize value. The best candidate for this role will be passionate about customer success with a keen interest in software development and DevOps, balanced with a strong sales acumen. In LaunchDarkly GTM, we are all customer-obsessed and striving for massive year over year growth. Responsibilities: Customer Onboarding: You will shepherd in new customers from the sales handoff through successful activation in the product. This includes building out success plans to get customers up to speed in the platform, project management through onboarding, helping customers leverage the most appropriate enablement paths and assessing customer’s adoption on an ongoing basis. Risk Identification and Mitigation: You’ll work to proactively identify and diagnose risk inhibiting adoption or that may cause churn and contraction. You’ll own building a risk mitigation strategy and coordinating across the account team to effectively steer the customer to success. Technical Guidance: You’ll maintain a deep level of LaunchDarkly product knowledge and be expected to provide customers with direction on implementation and adoption best practices. Prescriptively Sell: You maintain a pulse on how our customers are tracking against their key goals and outcomes identifying opportunities for customers to purchase additional products, services and adopt new features needed for them to maximize the value of our solution. Trusted Advisor: You understand your customers like no other and have built enough trust to act as an extension of their team. You provide prescriptive guidance to customers to help them get the most out of their Launc

At Trustpilot, we're on an incredible journey. We're a profitable, high-growth FTSE-250 company with a big vision: to become the universal symbol of trust. We run the world's largest open customer review platform, and while we've come a long way, there's still so much exciting work to do. Come join us at the heart of trust! As a Customer Success Manager at Trustpilot, you play a key role in our mission to become the universal symbol of trust. You serve as the trusted advisor and value owner for your portfolio, moving beyond simple account management. Your core focus is to ensure our customers not only adopt but thrive on our platform. Your responsibilities span the entire customer lifecycle, from initial onboarding to achieving measurable results. By maximising adoption and strengthening customer health, you ensure our partners realise ongoing value. This ultimately turns our customers into lifelong advocates, fostering sustained engagement and satisfaction. You bring a strategic, analytical mindset to high-volume SMB success. By using data to segment accounts and streamline engagement, you deliver targeted, 1-to-many outreach that drives adoption and retention at velocity. What you'll be doing: Customer Onboarding: Lead post-sale onboarding & implementation, ensuring a smooth handover from commercial reps and customer time to value. Adoption & Value Realisation: Drive measurable business adoption across your customer portfolio to deliver tangible results. Data-Driven Portfolio Prioritization: Leverage data and analytics to effectively prioritize daily account focus, identifying high-impact adoption opportunities and churn risks across a large portfolio. Retention & Churn Reduction: Own customer health and maintain high Gross Renewal Rates (GRR) by using health scores and behavioral data to execute proactive recovery actions. Scaled Strategy & Mass Outreach: Analyze your portfolio to cohort customers by health, stage, and common needs. De

Position Overview: The Customer Success Manager oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, gross revenue retention, upsell/cross-sell referrals, meaningful customer engagement and adoption via product usage indicators. As the key contact point for the customer relationship on Diligent products. The CSM will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction. Key Responsibilities Build and maintain strong direct client relationships with key stakeholders & retain those relationships via meaningful and consistent engagement with the key stakeholders at the customer. This entails setting up and running operational meetings as well as periodic formalised business review meetings to align intended outcomes with the customer journey. Owning and managing the commercial and contractual customer renewal process; Grow your set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage; Collaborate with the Sales team in a mutually beneficial account management model by spotting, qualifying and passing on expansion leads Increase overall client satisfaction with Diligent measured through Net Promoter Score; Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s; Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and op

The Customer Success Manager I oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, net revenue retention, referrals and product usage indicators. As the key contact point for the customer relationship on Diligent products. The CSM I will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction. Key Responsibilities Renew and grow a set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage; Increase overall client satisfaction with Diligent measured through Net Promoter Score; Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s; Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and operations teams. Be heavily intertwined with the Expansion Sales team in spotting, qualifying and passing on expansion leads Facilitation alongside the Implementation team of Diligent’s product and modules with senior stakeholders to the client including C-Suite and Directors. Build and maintain strong direct client relationships with key stakeholders & retain those relationships. Seek out client advocacy related initiatives Renewal of the existing book of Business Negotiating bigger deals Required Experience/Skills Up To 3 years of experience required Fluency in additional languages to English are desirable Build and maintain strong

The Opportunity Jumio is looking for a Senior Customer Success Manager to own a portfolio of enterprise and mid-market accounts across APAC. This is not a relationship management role — it is a value consulting role. You will be expected to understand your customers’ business deeply, make the value Jumio delivers visible and quantifiable, and act as the connective tissue between the value that was promised during the sale and the value the customer actually achieves. You will work closely with Account Managers on renewal and expansion, with Onboarding and Implementation Managers during the critical customer onboarding and adoption stages, and with Product and Support to close the loop on customer feedback. You will be a named owner of customer health — accountable for knowing which accounts are at risk, why, and what you are doing about it. This role is well-suited to someone who is commercially aware, data-fluent, and energized by the complexity of enterprise customer relationships. You will be joining at a moment of intentional transformation — there is significant opportunity to shape how Jumio’s CS motion operates going forward. What You’ll Own Customer Health & Retention Own the health of a portfolio of APAC enterprise and mid-market accounts — you are accountable for knowing which are green, yellow, or red and why Monitor customer health signals continuously: product utilization, support ticket trends, NPS, executive engagement, and contract consumption pace Identify early warning signs of dissatisfaction or disengagement before they surface as churn risk — act on health score drops immediately, don’t wait for the customer to raise the issue Own escalation when product gaps or recurring issues are impacting customer outcomes — and close the feedback loop by communicating back to the customer what Jumio is doing Ensure open support issues are resolved to the customer’s satisfaction and that unresolved issues never reach a renewal conversation Value R

At Trustpilot, we're on an incredible journey. We're a profitable, high-growth FTSE-250 company with a big vision: to become the universal symbol of trust. We run the world's largest open customer review platform, and while we've come a long way, there's still so much exciting work to do. Come join us at the heart of trust! As a Senior Customer Success Manager on our Enterprise team, you are the value owner and trusted advisor for your portfolio of customers. Unlike traditional enterprise CSM roles, our UK Enterprise team works across 40+ industry verticals, offering a unique and dynamic environment where you will solve diverse customer challenges and workflows daily. In this role, you will manage a portfolio size that is larger than usual for an Enterprise team. Our Customer Success organisation is new and rapidly evolving, offering a hands-on opportunity to help build, test, and shape our operational playbooks and CSM processes from the ground up, while leading smooth customer onboarding to drive rapid time to value. To thrive with a larger Enterprise book of business, there is a heavy need for strong data and analytics skills. You will leverage customer health metrics, product usage telemetry, and data insights to ruthlessly prioritise your focus, proactively mitigate churn risks, maximise value realisation, and regularly engage C-level stakeholders to demonstrate tangible ROI. What you'll be doing: Customer Onboarding: Lead post-sale onboarding & implementation, ensuring a smooth handover from commercial reps and customer time to value. Value Foundation & Alignment: Conduct thorough customer discovery to define clear business goals, success metrics, and KPIs, driving initial activation and long-term adoption across diverse industry verticals. Adoption & Value Realisation: Drive product adoption across your portfolio to deliver tangible business results, prove ROI, safeguard customer health, and secure renewal readiness. Data-Driven Portfolio Prioriti

Here’s a summary of the role: Love helping customers succeed? Thrive in fast-paced, client-facing environments where no two projects are the same? As an Onboarding Specialist , you’ll play a critical role in shaping the early customer journey—guiding clients from implementation through adoption and ensuring they realize value quickly. If you’re someone who enjoys project coordination, delivering impactful client training, managing multiple stakeholders, and building strong customer relationships, this could be your next great move. This is an opportunity to work with clients, senior stakeholders, and global teams while becoming a trusted advisor during one of the most important phases of the customer lifecycle. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Own and manage the end-to-end onboarding experience for assigned customers, ensuring a seamless transition from sale to adoption Lead onboarding projects by coordinating timelines, milestones, and internal stakeholders to deliver successful outcomes Deliver engaging product onboarding sessions and training to help customers quickly adopt and maximize value Configure customer environments and guide clients through setup and best-practice implementation Build trusted relationships with stakeholders including administrators, business leaders, and senior client contacts Partner cross-functionally with Customer Success, Product, Support, and Sales teams to resolve challenges and improve customer outcomes These are the essentials you’ll need to get an interview: 3–5 years of experience in customer onboarding, implementation, project coordination, or customer success Strong client-facing communication and presentation skills, with confidence engaging senior stakeholders Proven ability to independently manage multiple onboardin

Fin is the AI Customer Agent company on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey – from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk for one single system that is designed to meet the needs of modern day support teams. Founded in 2011, Fin became one of the fastest growing companies and remains one of the largest private software companies in the world with nearly 30,000 global businesses using our products to transform their customer support. Driven by our core values, we push boundaries, build with speed and intensity, and relentlessly deliver incredible value to our customers. What's the opportunity? Fin's Customer Education team drives customer onboarding, adoption, and transformation at scale through on-demand and live educational experiences. Live programming has the opportunity to genuinely connect with customers in unique ways that cut through the noise to build relationships that drive adoption. As a result, we’re looking for someone who can make this program exceptional. As our Senior Customer Education Manager, Live Programs, you'll own the live training program end-to-end: designing the curriculum, building and delivering the content, running our flagship Fin Academy Live event, and supporting strategic customers alongside our Deployment Services team. This is a high-visibility role where you'll regularly present to users, admins and C-suite audiences, and shape how Fin shows up in the room. This role requires travel to support live events and customer engagements throughout the year. What will I be doing? Own the live education program end-to-en