Customer Onboarding Manager - United States

Reposted 11 Days Ago
Hiring Remotely in United States
Remote
Senior level
Marketing Tech • Software • Conversational AI • Generative AI
The #1 platform that brings everything marketing and customer engagement teams need in one place, to become unstoppable.
The Role
The Customer Onboarding Manager is responsible for transitioning clients to the Insider One platform, ensuring effective onboarding, managing project delivery, and providing technical guidance to optimize client engagement and satisfaction.
Summary Generated by Built In
Before jumping into all the information about the role and what you can bring to the table, let us introduce ourselves real quick.

About us

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. 

Our story began with six desks and a vision to create a single platform to make industry-first technologies and emerging channels accessible to marketers worldwide. Today, Insider One is powered by 1,500+ team members representing 50+ nationalities across 30+ offices.  With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. 

We recently raised one of the largest funding rounds in the industry, a $500M Series E led by General Atlantic. We are backed by top-notch investors, including Sequoia Capital, QIA, Riverwood, and Endeavor Catalyst, and trusted by 2000+ customers from high-growth startups to the most prestigious Fortune 500 companies such as Samsung, Nike, L’Oreal, Singapore Airlines, Nestlé, Nissan, Lenovo, Puma, IKEA, Allianz, Domino's, and the list goes on.

Insider One was congratulated for becoming one of the only woman-founded, women-led B2B SaaS unicorns in the world. Loved by customers, recognized by analysts, we are the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need. Don’t just take our word for it — see for yourself. We consistently outperform and continue our leadership, and the results speak for themselves.

From day one, Insider One’s mission has not only been to build a world-class product company, but also to create one of the most socially progressive technology communities in the world. Through our social responsibility initiatives like 100 Social Responsibility Projects, AI Training for Teachers, Code Academy, SheCodes, SheLeads, and SheMarkables, our community has committed to scaling its impact on our communities across 30+ countries, driving initiatives in health, education, farming, animal rights, and increasing women’s representation in STEM.

Behind all these achievements is an exceptionally talented, visionary team of overachievers that moves fast and agile, creating cutting-edge products, and focuses on making an impact. If you want to be a part of this journey, just keep reading.


The Customer Onboarding Manager is one of the first members of the post-sales team to work with new and existing clients. The Customer Onboarding Manager is responsible for transitioning our clients from the sales process through onboarding and implementation of their new platform, while reinforcing the Insider One vision of true 1-to-1 personalisation driven by the client’s data.
 
Responsible for understanding client’s business requirements and use-cases, managing project delivery, and ensuring accelerated time-to-value realisation from their investment in Insider One.
 
It is critical during this initial period that our new clients are enabled and empowered to use the platform to its fullest potential. The Customer Onboarding Manager is the key member of the Onboarding team. They are responsible for ensuring smooth, timely, and complete Insider One platform adoption and client confidence in their new system.
 
Using a combination of hands-on approach with strong project management principles and technical knowledge, the Customer Onboarding Manager will be responsible for providing technical guidance to the client. Supporting clients through setup while having a full understanding of the client's application environment and data in order to provide optimal solution design recommendations for integration in a timely and impactful manner.

What You Will Need

  • Minimum 5 years experience in SaaS project management and client onboarding
  • PM qualifications (Agile, PMP, Prince2) is a plus
  • Strong written and verbal communication skills; business fluency in English
  • Strong time and task management skills are a must
  • Strong at Communication with Internal & External Stakeholders
  • Delivering projects in a timely and qualified manner
  • Understanding of Google Tag Manager, Google Product Feed, and Google Analytics is an advantage
  • Understanding of webhooks and API
  • Exposure to and understanding of AI driven product recommendation tools and algorithms is an advantage
  • Experience with other CRM, ERP / Marketing Automation platforms as an advantage

What You Will Do

  • Project manage customer onboardings to successful outcomes, accelerating Time to Value, growing and retaining customers.
  • Collaborate with internal technical resources to empower and train customers to use Insider One’s platform and powerful features as efficiently as possible.
  • Establish credible relationships with all levels of the customer organization, from senior managers to end users of Insider One, to understand their business and technical goals for using Insider One.
  • Help drive early adoption, setting KPIs and success metrics for ROI.
  • Advocate customer business use-cases to product development
  • Ensure successful transitions to the Customer Success Manager team after onboarding by understanding and documenting client stakeholder roles and hierarchy.
  • Enhance customer experience during onboarding by designing and continually improving processes and materials.
  • Where required, tailor 1:1 onsite and remote onboardings to meet client needs and exceed expectations.
  • Responsible for establishing client’s trust and confidence in Insider One platform
  • Help drive early adoption, setting KPIs and success metrics for full ROI attainment
  • Where necessary, coordinate effectively with client agencies and third parties to drive desired outcomes
  • Ensure highest deliverable quality and client satisfaction to streamline the post-onboarding transition to the Customer Success & Support teams
  • Where applicable, coordinate with the development team to ensure the custom development is up to standard and meets client expectations
  • Understand and document client stakeholder roles within an account to ensure smooth & successful transition to the Customer Success Manager team after onboarding
  • Own project and assume responsibility for successful project implementation while working closely with internal and external stakeholders
  • Facilitate exceptional user-enablement training and workshops

What We Offer

  • Be part of a diverse team that’s as global as it gets — where every voice is heard and 50+ nationalities build together.

  • Level up with internal trainings covering AI fundamentals, coding, foreign languages, and a wide range of personal development skills.

  • Feed your curiosity with access to Spotify, LinkedIn Learning, Blinkist, MasterClass, and CloudGuru.

  • Become a Shareowner through our eligibility-based “ESOP” and own a piece of what you build.

  • Help build the team you want to work with and enjoy rewarding referral bonuses.

  • Opportunities to give back to your community through volunteering and purpose-driven social impact projects.

  • From global retreats to team-building activities, expect year-round events that turn into lifelong memories.

We aren't just hiring for a position; we are hiring for a mission — a mission to build a lasting legacy that will set the benchmark for the most progressive tech companies out there. 

To do this, we are looking for exceptional talent to join a community of good-hearted individuals who take high ownership and are relentlessly driven to go the extra mile.

If this sounds like who you are and where you aspire to be, we are excited to meet you.

 

We provide equal opportunity in a zero-discrimination workplace and not just welcome but also embrace everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.

Please follow Insider One on LinkedIn, Instagram, X, Facebook and Medium!

Skills Required

  • Minimum 5 years experience in SaaS project management and client onboarding
  • PM qualifications (Agile, PMP, Prince2)
  • Strong written and verbal communication skills; business fluency in English
  • Strong time and task management skills
  • Understanding of Google Tag Manager, Google Product Feed, and Google Analytics
  • Understanding of webhooks and API
  • Exposure to AI driven product recommendation tools and algorithms
  • Experience with other CRM, ERP / Marketing Automation platforms

Insider One Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Insider One and has not been reviewed or approved by Insider One.

  • Fair & Transparent Compensation Pay sentiment trends generally positive overall, with pay described as competitive in some roles and markets. Recent role-specific ranges and compensation benchmarks suggest market-aligned pay bands in several functions.
  • Strong & Reliable Incentives Bonus structures and performance-linked earnings potential appear to meaningfully increase total compensation, particularly in commercial roles. Variable pay and commission mechanics are portrayed as providing upside when targets are achieved.
  • Leave & Time Off Breadth Time-off policies are described as generous, including an unlimited PTO approach and in some cases additional holiday time. Flexible working hours also contribute to perceived time-off and flexibility value.

Insider One Insights

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The Company
1,512 Employees
Year Founded: 2012

What We Do

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. With AI at its core and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. Insider One provides the ultimate vendor experience, proven in fifteen industries and more than 30 countries for more than a decade, to help teams be first, be focused, and be progressive, redefining what it means to lead in customer engagement. Trusted by 2,000+ customers, including some of the world’s most loved brands like Samsung, L’Oréal, Unilever, Allianz, ING Group, Toyota, Singapore Airlines, and GAP, to accelerate growth, build customer love, and become a market leader. Loved by customers, recognized by analysts, Insider One is the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need, including AI, Customer Data Management, Cross-Channel Journey Orchestration, and Personalization, offering brands unrivaled product excellence within a single consolidated platform. Accolades include: - Leader in the IDC MarketScape: Worldwide AI-Enabled Marketing Platforms for Enterprise Companies 2025 - Leader in the Gartner Magic Quadrant for Personalization Engines, 2025 - #1 Customer Choice: 2025 Gartner Voice of the Customer for Personalization Engines - Leader in the Forrester Wave for Experience Optimization Platforms, Q4 2024 - The Gartner Customers’ Choice for Multichannel Marketing Hubs in 2025 - The #1 G2 Leader in 11 categories, including CDP, Personalization Engines, Mobile Marketing, Customer Journey Analytics, SMS Marketing, WhatsApp Marketing, eCommerce Search, and eCommerce Personalization, with a perfect 100/100 user satisfaction score.

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