Manager, Onboarding
About the role
The organization operates in the nonprofit technology sector, addressing challenges nonprofits face in fundraising and donor engagement. It provides a giving platform and support that enable nonprofits to increase their fundraising success, donor recruitment, and retention, contributing to sustained impact despite sector-wide declines in giving. The MANAGER, ONBOARDING leads a team responsible for guiding clients through an effective and timely onboarding process. This role ensures high-quality service delivery and customer outcomes by managing team performance and collaborating with cross-functional partners to enhance onboarding programs, directly impacting customer success and satisfaction.
Responsibilities
- Lead and develop a team of onboarding professionals with clear expectations and ongoing feedback.
- Manage the team’s portfolio to ensure timely product implementation and positive customer engagement.
- Monitor onboarding metrics, team capacity, and project progress to balance resources and identify risks.
- Conduct reviews and provide coaching to improve customer communication and service quality.
- Identify and address customer and project risks, escalating critical issues as needed.
- Collaborate with project managers and other departments to create a seamless customer experience.
- Analyze customer feedback and performance data to refine onboarding processes.
- Translate product and customer needs into clear onboarding goals and success measures.
- Maintain expertise in products, onboarding best practices, and industry trends, sharing knowledge with the team.
Requirements
- 2–3 years leading a customer-facing onboarding, implementation, or professional services team in SaaS.
- 1–2 years in customer-facing SaaS onboarding, implementation, or project management.
- Proven ability to coach and hold team members accountable for performance.
- Strong operational and project-management skills with the ability to prioritize multiple tasks.
- Excellent communication and collaboration skills.
- Technical aptitude to quickly learn software products and workflows.
- Proactive and solutions-oriented in risk identification and process improvement.
- Experience using data and feedback to guide decisions.
- Commitment to serving nonprofit organizations.
Pay
The salary range for this position is $81,500 - $110,000. Eligibility for a discretionary bonus. Actual compensation depends on skills, experience, qualifications, location, and employment laws.
Benefits
- Access to health, vision, and dental insurance.
- Competitive PTO including 20 days PTO, 3 flex days, 4 volunteer days, 12 paid holidays, and paid parental leave.
- 401(k) plan with employer match.
- Remote work equipment provided.