Customer Onboarding Officer Jobs

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

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

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

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 a Customer Success Manager to support advertisers in India on onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role is based in our Mumbai office. 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: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have

As a Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our existing customer base through on-boarding, up-selling and cross selling. 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. 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 the sales team to ensure smooth transition and onboarding experience Proactively build relationships with customers to create mutual trust Successfully carry-out the full-sales cycle for any growth opportunities in existing customer accounts Act as advisor to customers to ensure they’re leveraging the Datadog solution effectively Monitor and identify usage trends to uncover renewal risks and promote greater adoption rates Collaborate cross-functionally across internal Datadog teams (Support, Product, Finance, and Legal) Who You Are: A strong communicator with excellent attention to detail Motivated by building long-term and long-lasting relationships Driven by the opportunity to make a visible impact with your work 5+ years of experience in a customer account facing role Customer-minded, always aiming to provide the most value possible Excited by working in an ever-evolving and fluid solution focused environment Experienced in negotiating contract terms and overcoming pricing objections without direct guidance for up-sell and cross sell activities Proven track record of achieving account expansion targets, with

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 an (Associate) Customer Success Manager, you are the value owner and trusted advisor for your portfolio of customers within the Benelux market. You ensure every customer achieves success with Trustpilot - from onboarding and adoption to measurable results and advocacy. Your mission is to maximize product adoption, strengthen customer health, and reduce churn, ensuring customers realize ongoing value and remain engaged, satisfied partners. This role is based in our Amsterdam office, where our Benelux team is located. What you'll be doing: Lead post-sale onboarding and setup, ensuring a smooth handover from New Business and a strong foundation for adoption. This results in a high business adoption Drive measurable Business Adoption across your customer portfolio to deliver tangible value for our customers. Achieve high Gross Renewal Rate (GRR) by maintaining customer health and addressing risks proactively, in collaboration with our Account Managers. Own customer health, proactively identifying risks and executing recovery actions to maintain high Gross Renewal Rates (GRR). Drive customer satisfaction and advocacy, achieving strong Net Promoter Score (NPS) results across your portfolio. Act as the first line for customer issues related to onboarding, usage, or product value. Partner with Marketing to identify case study, testimonial, and reference opportunities. Collaborate with Product to share structured customer feedback and insights that inform roadmap improvements. Maintain accurate health metrics, notes, and success plans in CRM for full portfolio visibility. Who you are: Fluent in Dutch and proficient in English You have prior experience

The Team + The Role Pendo’s Customer Engineering team is the technical backbone of the company’s pre- and post-sales customer motion. The team supports growth by bringing technical ownership across the full customer lifecycle, from discovery and evaluation through implementation, adoption, retention, and expansion. As a Customer Engineer, you are the primary technical resource for a portfolio of Commercial accounts. You partner with Account Directors to own discovery, demos, onboarding, technical health, risk, and expansion strategy. You serve as a trusted technical advisor who helps customers drive outcomes with Pendo. This role is based in our Raleigh office. What this looks like day-to-day Customer acquisition: Partner with Account Directors to understand customer pain, business goals, and technical requirements. Craft and deliver demos, define success criteria, guide installation, and lead hands-on technical evaluations and workshops. Technical discovery and implementation: Lead discovery conversations across product stacks, integration environments, and customer goals. Own onboarding for purchased modules, troubleshoot integrations, and answer technical questions related to APIs, data models, configuration, and front-end implementation. Adoption and value: Monitor usage signals, identify low adoption or configuration drift, and act before issues become escalations. Facilitate enablement workshops, support account health planning, and help customers measure and articulate the ROI of Pendo. Retention and expansion: Identify technical expansion paths in your portfolio and hand them to Account Directors with clear deployment plans and business rationale. Support growth opportunities by bringing a strong technical point of view on customer needs, readiness, and value. Risk ownership: Own the technical dimension of account risk, including champion turnover, integration issues, stalled rollouts, and technical blockers. Document risks in Salesforce, build mitigation pl

At Asana, we’re building agentic work management software to help every organization in the world become more effective in working together and realizing their goals. Our Customer Experience team is committed to helping customers in their post-sales journey to deploy, adopt, and use Asana as both a technology product and a holistic way of working. We strive to help our customers, across geographies, industries, and functions, get off on the right foot, experience the most value out of the tool over time, and ultimately renew & grow their subscription. We are looking for a senior leader for the Head of Digital & Scaled Customer Success. In this role you will lead a team that designs and leads automated, data-driven programs to retain, engage, and grow large groups of smaller-tier customers without relying on one-on-one human management. You will build tech-touch strategies, manage digital engagement tools, and optimize operations to drive low-cost customer lifetime value. This role can either be fully remote depending on which US state you live in, or based in our San Francisco, Chicago, or New York City office with an office-centric hybrid schedule. If based in-office: The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you’ll achieve Define and own scale & digital strategy: Own the scale and digital CS strategy, defining the digital customer journey, determining engagement motions for each stage, and establishing how customers transition as their needs evolve. Design digital success programs: Launch self-serve onboarding, lifecycle communications, and in-product nudges that drive activation and habitual software usage with minimal to no human coverage. Build AI-powered e

As a Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our existing customer base through on-boarding, up-selling and cross selling. 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. 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 the sales team to ensure smooth transition and onboarding experience Proactively build relationships with customers to create mutual trust Successfully carry-out the full-sales cycle for any growth opportunities in existing customer accounts Act as advisor to customers to ensure they’re leveraging the Datadog solution effectively Monitor and identify usage trends to uncover renewal risks and promote greater adoption rates Collaborate cross-functionally across internal Datadog teams (Support, Product, Finance, and Legal) Who You Are: A strong communicator with excellent attention to detail Motivated by building long-term and long-lasting relationships Driven by the opportunity to make a visible impact with your work 5-7 years of experience in a customer account facing role Customer-minded, always aiming to provide the most value possible Excited by working in an ever-evolving and fluid solution focused environment Experienced in negotiating contract terms and overcoming pricing objections without direct guidance for up-sell and cross sell activities Datadog values people from all walks of life. We understan

As a Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our existing customer base through on-boarding, up-selling and cross selling. 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. 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 the sales team to ensure smooth transition and onboarding experience Proactively build relationships with customers to create mutual trust Successfully carry-out the full-sales cycle for any growth opportunities in existing customer accounts Act as advisor to customers to ensure they’re leveraging the Datadog solution effectively Monitor and identify usage trends to uncover renewal risks and promote greater adoption rates Collaborate cross-functionally across internal Datadog teams (Support, Product, Finance, and Legal) Who You Are: A strong communicator with excellent attention to detail Motivated by building long-term and long-lasting relationships Driven by the opportunity to make a visible impact with your work 5-7 years of experience in a customer account facing role Customer-minded, always aiming to provide the most value possible Excited by working in an ever-evolving and fluid solution focused environment Experienced in negotiating contract terms and overcoming pricing objections without direct guidance for up-sell and cross sell activities Datadog values people from all walks of life. We understan

As a Senior Enterprise Customer Success Manager, you will be responsible for driving the healthy adoption and positive experience of some of Datadog’s largest and most strategic customers. 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 Sales and Technical Solutions to proactively drive adoption from onboarding through to maturity. Own and project manage the on-boarding process for new customers. Discover, own and manage the customer’s success plan. Ensure consistent alignment with decision makers on the impact of their investment in Datadog. Proactively build and maintain targeted relationships with people of influence throughout the customer base. Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal). Monitor and analyze usage trends to uncover potential renewal opportunities and risks. Act as the primary owner of customer adoption and health. Support your colleagues and cross functional teammates in the development of best practices. With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: Min of 5+ years in a Customer Success or Account Management role in B2B SaaS (Exp in serving a technical audience a plus). Strong experience working with a portfolio of accounts that included large Enterprise. Excellent in driving discovery to understand your customers key pain points, objectives and priorities. Demonstrate expert level in communicating complex concepts and aligning them to the pains and objectives of your customers. Experienced in shifting your message effectively to align with the expectations of the audience. You’re excited to work i

As an Enterprise Customer Success Manager, you will be responsible for driving the healthy adoption and positive experience of some of Datadog’s largest and most strategic customers. 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 Sales and Technical Solutions to proactively drive adoption from onboarding through to maturity. Own and project manage the on-boarding process for new customers. Discover, own and manage the customer’s success plan. Ensure consistent alignment with decision makers on the impact of their investment in Datadog. Proactively build and maintain targeted relationships with people of influence throughout the customer base. Collaborate cross-functionally with internal Datadog teams (sales, support, enablement, product, finance, and legal). Monitor and analyze usage trends to uncover potential renewal opportunities and risks. Act as the primary owner of customer adoption and health. With demonstrated understanding of observability and security platforms, align customers technical and business objectives to our platform offerings Who You Are: 3+ years in a Customer Success or Account Management role in B2B SaaS. Experience working with a portfolio of accounts that included large Enterprise. Experienced in driving discovery to understand your customers key pain points, objectives and priorities. Excellent in communicating complex concepts and aligning them to the pains and objectives of your customers. Experienced in shifting your message effectively to align with the expectations of the audience. You’re excited to work in a fast paced environment, where you’re expected to consistently develop your skill set and play an active role in the development of the team’s best practices. Able to t

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 an Enterprise Customer Success Manager, you are the ultimate value owner and strategic partner for Trustpilot’s highest-tier, most complex accounts for the Benelux market. This role is based in our Amsterdam office, where our Dutch team is located onsite. In this role, you move beyond tactical management to become a trusted advisor, ensuring that Trustpilot is deeply embedded in the customer’s long-term business strategy and digital ecosystem.Your mission is to architect success for your portfolio - from onboarding and adoption to measurable results and advocacy - by translating complex business challenges into measurable product value. You are responsible for driving high-impact adoption and securing long-term retention through executive-level partnership and a deep understanding of the digital landscape. What you'll be doing: Lead high-stakes, post-sale alignment and executive onboarding for high-tier accounts. You ensure a smooth handover from New Business and a strong foundation for adoption, while establishing a multi-level relationship map that secures strategic buy-in from the outset. Proactively translate technical usage data into compelling ROI narratives. You understand and demonstrate how Trustpilot influences every stage of the digital marketing funnel from driving top-of-funnel traffic to increasing bottom-of-funnel conversion and long-term brand advocacy. Achieve high Gross Renewal Rate (GRR) by maintaining customer health and addressing risks proactively. Own customer health, proactively identifying risks and executing recovery actions to maintain high GRR. Own the holistic health of your portfolio. You don't just execute playbo

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 a Customer Success Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role is based in our Dublin office. 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: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ ye

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 a Customer Success Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role is based in our Munich office. 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: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ ye