Onboarding Success Manager - Proposal Management
Job Summary
AutogenAI is seeking a proactive and customer-focused Onboarding Success Manager to join our team. In this role, you’ll be the primary guide for new customers, ensuring they have a seamless and positive experience implementing our platform.
What You'll Be Responsible For
Customer Onboarding: Welcome new customers and guide them through their onboarding journey, ensuring a smooth and successful start with AutogenAI.
Project Management: Create and manage tailored project plans, ensuring timelines, milestones, and deliverables are consistently achieved.
Platform Configuration: Configure the AutogenAI platform to meet customer-specific requirements, ensuring early value and adoption.
Training Delivery: Deliver comprehensive onboarding training sessions—both foundational and advanced—in virtual or in-person formats.
Proposal Workflow Alignment: Help customers connect the platform to their existing proposal workflows, including RFP intake, compliance review, annotated outlines, content reuse, review cycles, writing assignments, and deadline-driven submissions.
Customer Engagement: Provide proactive support and guidance throughout the implementation phase, ensuring customers feel confident and supported.
Cross-Functional Collaboration: Work closely with Customer Success and Product teams to ensure continuity, share feedback, and create a seamless customer experience.
Customer Communication: Maintain consistent communication to keep customers informed on progress, platform updates, and key next steps.
Customer Handover: Coordinate smooth handoffs to Customer Success post-implementation, supporting strong ongoing relationships.
Requirements
Customer-Centric Mindset: A passion for delivering high-quality, impactful experiences tailored to customer needs.
Project Management Skills: Proven ability to manage multiple onboarding projects simultaneously with strong attention to detail.
Exceptional Communication: Confident communicator with strong presentation skills; able to engage a range of stakeholders.
Adaptability: Flexible, solutions-oriented, and comfortable navigating change in a high-growth environment.
Technical Acumen: Ability to quickly learn and adapt our platform to customer use cases and workflows.
Proposal Fluency: Practical understanding of proposal development, including RFP review, compliance, outlines, content reuse, color reviews, proposal deadlines, and the roles of capture, business development, proposal management, SMEs, and executives.
Federal/GovCon Awareness: Familiarity with Federal contractors, public-sector procurement, and the operating realities of proposal teams working in structured, deadline-driven environments.
Preferred Qualifications (not Essential)
Proposal-Writing Industry Exposure: Understanding of the proposal-writing space, including industry-specific challenges and opportunities.
Customer Engagement: Proven track record of delivering exceptional onboarding experiences and managing multiple customer projects simultaneously.
Communication Skills: Exceptional written and verbal communication skills, with experience delivering training and presentations.
Cross-Functional Collaboration: Ability to work effectively with sales, customer success, and product teams to deliver a seamless onboarding experience.
Adaptability: Comfortable working in a dynamic, fast-paced environment (previous startup or consulting experience preferred).
Technical Acumen: Ability to quickly learn and adapt our platform to customer use cases and workflows.