Customer Onboarding Officer Jobs

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential. What you’ll do As a Product Leader at Brex, you will be the driving force behind our Growth Product team — overseeing the thoughtful strategy and execution of team and technical systems to drive customer acquisition and onboarding. You will also collaborate closely with our Go-to-Market (GTM) teams to ensure seamless acquisition and onboarding for customers, particularly those with significant and complex spending n

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential. What you’ll do As a Product Leader at Brex, you will be the driving force behind our Growth Product team — overseeing the thoughtful strategy and execution of team and technical systems to drive customer acquisition and onboarding. You will also collaborate closely with our Go-to-Market (GTM) teams to ensure seamless acquisition and onboarding for customers, particularly those with significant and complex spending n

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential. What you’ll do As a Product Leader at Brex, you will be the driving force behind our Growth Product team — overseeing the thoughtful strategy and execution of team and technical systems to drive customer acquisition and onboarding. You will also collaborate closely with our Go-to-Market (GTM) teams to ensure seamless acquisition and onboarding for customers, particularly those with significant and complex spending n

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 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 lifecy

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

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

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

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

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution, overcoming challenges and taking brands direct-to-consumer. Our client portfolio includes globally recognised brands such as Coca-Cola, Nestle, Elemis, Homebase, and Proctor & Gamble. What’s the role? Job Title: CX Apprentice - Onboarding Reports to: Customer Success Director Apprenticeship: Business Administrator Level 3 Duration: 12-18 months, subject to learner progress + End Point Assessment Role Purpose To support the end-to-end onboarding of new clients into the Customer Experience function, coordinating project plans, channel set-up, testing and stakeholder communication so every client goes live smoothly and on time. Key Responsibilities Maintain onboarding project plans and trackers for assigned clients, minute onboarding calls, and produce regular status summaries for internal and client audiences. Support configuration of customer service channels (email, live chat, phone, social and marketplace), including auto-responses, macros, routing rules, SLAs and holiday calendars. Assist with knowledge base/FAQ setup and configure user accounts, roles and permissions. Draft and run UAT test scripts, log and track defects to resolution, and coordinate sign-off with clients. Act as a day-to-day point of contact for onboarding clients, handling first-line escalations and supporting a complete handover to BAU/account management. Coordinate across internal teams (CS Operations, Client Services, Tech, Fulfilment) to keep onboarding on track, raising and chasing internal tickets. Brief the operations team ahead of go-live on volumes, staffing and edge cases, and flag resourcing or capacity risks early. What We Need From You A friendly, organis

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 ●

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

About the Team Netlify's Customer Success team is responsible for making sure customers get real, lasting value from the platform - from onboarding through renewal and beyond. The team works closely with Sales, Product, and Marketing to help customers grow their usage, see clear outcomes, and stay engaged over time. Every motion the team runs - whether it's a renewal conversation, a feature adoption push or customer escalation - is designed to build trust and relationships that compound. This role exists because we have a growing book of SMB accounts that need a dedicated, consistent point of contact. As our Customer Success Associate, you’ll drive broad-stroke outreach and build the workflows to manage them well. You'll carry a book of 120+ accounts with roughly $2M in ARR, and your job is to make sure those customers are engaged, getting value, and set up for renewal. This is an entry-level role with real ownership from day one, and you'll have mentorship from senior teammates as you ramp into the commercial side of the work. What You'll Do Own the day-to-day relationship for your book of accounts, serving as the primary point of contact and keeping customers informed, engaged, and successful on the platform Contribute ideas to dashboards and workflows to track your book of business - renewal timelines, health signals, engagement levels, and expansion indicators - so nothing falls through the cracks With guidance of leadership, drive outreach to customers ahead of renewal, lead those conversations, handle objections, and negotiate terms on flat renewals and smaller expansions, looping in Sales when a meaningful expansion opportunity emerges. Track and forecast your renewal book on a rolling basis, proactively surfacing risks and creating plans to address them before they become problems Use product usage data and customer outcomes to demonstrate value in renewal conversations and ongoing check-ins Identify opportunities for feature adoption and product expan

We’re hiring a Customer Success Manager to turn new deployments into measurable outcomes for engineering teams using Coder. You guide customers from onboarding through renewal, clearing blockers, and aligning our platform to their goals. You lead rollouts, monitor health and usage, and keep stakeholders informed. You partner with Sales on expansions and renewals, and with Support and Product on issues and feedback. What you’ll do here Own onboarding and rollout plans for new customers; coordinate with Sales for a smooth, successful implementation of Coder’s platform Remove barriers to adoption so customers achieve their desired outcomes expediently Engage with customers to understand goals, challenges, and use cases, and provide tailored guidance and recommendations Identify expansion opportunities within existing accounts, and partner with Sales on upsell and cross‑sell motions Oversee renewals and forecasting, ensuring timely, successful commitments Serve as the primary point of contact for inquiries, issues, and escalations, and collaborate with Coder teams to resolve Monitor and report on customer health and usage Develop deep expertise in Coder’s products to provide global customer coverage What we’re looking for 3+ years in software/SaaS sales and/or customer success, with enterprise experience preferred Working knowledge of cloud infrastructure, DevOps, developer tools, coding agents, platform engineering, CI/CD, and the SDLC Hands-on experience with Salesforce and other industry-standard CS platforms History of building strong relationships across executive, business, and technical stakeholders Consistent internal advocacy for customers and the ability to provide actionable feedback for Product and cross‑functional teams Habit of staying current on industry trends, CS best practices, and the competitive landscape Startup experience High EQ with strong verbal communication and technical writing skills Self‑motivated with a creative and analytical approach to

We’re looking for a Training Specialist to help us build and facilitate instructor-led training workshops, subject specialist training content, and eLearning modules for our worldwide Customer Support teams. You’ll be working on onboarding and other training programs to help ensure the ongoing, long-term improvement of Customer Support Advocates’ skills, enabling them to fulfill their potential within the Customer Support team. This role is Hiring in Mexico City, Mexico and will report to Manager, Customer Support Training & Development. WHAT YOU’LL DO: Facilitate onboarding for all new Customer Support Advocates, including assessing new hires’ knowledge and providing feedback and guidance Create and lead training programs for Customer Support Advocates across our Ecommerce, Enterprise, and Escalation Center teams on technical skill-building and soft skills such as upselling techniques, contact handling when dealing with difficult customers, business acumen, troubleshooting, chat, and phone-based customer support Create and lead specialized training programs as needed with flexibility and adaptability to deliver some courses in various time zones Collaborate with the product team, Customer Support leadership, and senior Customer Support Advocates to develop and implement training for new product launches, features, and functionality Report on training feedback and results, contributing to monthly data reviews and global updates Assist in the maintenance of existing courseware and materials Assist in the maintenance of the internal knowledge base Research and present new technologies and methodologies in workplace learning WHAT YOU’LL NEED: 3-5 years experience (or equivalent combination of education and experience) in course design, course facilitation/instruction, or e-learning design/delivery Experience coordinating and delivering webinars, in-person training, and other virtual training Ability to create en

Client Onboarding Manager – Inference & Agentic AI | Paytm (Noida) About the Role Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Key Responsibilities Own client onboarding from sales handover to go-live. Understand client workflows, systems, and integration requirements. Coordinate with Product, Engineering, and Client teams for seamless deployment. Manage onboarding timelines, milestones, and stakeholder communication. Conduct client training sessions and drive product adoption. Track onboarding KPIs, client satisfaction, and implementation success. Gather client feedback and support continuous product improvements. Ideal Candidate 2–5 years of experience in Client Onboarding, Implementation, Customer Success, or Solutions Engineering. Experience in SaaS, Fintech, Enterprise Technology, or AI products preferred. Good understanding of APIs, integrations, CRM systems, and enterprise workflows. Strong project management, problem-solving, and stakeholder management skills. Excellent communication and client-facing abilities. Bachelor’s degree in Engineering, Business, or related field. Location: Noida Why Join? Be part of Paytm’s fast-growing AI business and work closely with enterprise clients to deliver cutting-edge AI-driven automation solutions at scale.