About Metaforms
Metaforms is redefining how market research gets done. Our AI platform empowers the world's leading research agencies to scale 10x faster while maintaining uncompromising quality. With AI Agents that augment survey programming, data processing, and project management, we help customers like Dynata, Savanta, and Borderless Access deliver more projects with less friction.
1,000+ surveys processed monthly
Serving Fortune 500 companies across the globe
Rapid month-over-month growth
Series A funded and growing fast, we're aggressively scaling our customer success team to ensure every new customer gets to value quickly and stays there.
The Role
We're looking for a Customer Success Manager focused on Onboarding to own the earliest and most critical phase of the customer journey at Metaforms.
When a research agency signs with us, they're not just buying software — they're changing how their entire operations team works. Your job is to make that transition fast, structured, and successful. You'll own onboarding end-to-end, run pilots with new accounts, and ensure customers are confident and productive on the platform before you hand them off. This is a hands-on IC role where your success is measured by how quickly customers reach their first milestone — and how few of them struggle to get there.
What You'll Own
Onboarding and Time-to-Value
Own the onboarding process for every new customer — from signed contract to fully live on the platform
Build and continuously improve structured onboarding playbooks, timelines, and success criteria for different customer segments
Run kickoff calls, training sessions, and check-ins that set customers up with the right habits and configurations from day one
Track time-to-value metrics across your book and identify where customers slow down or drop off
Pilot Management
Design and run structured pilots with new accounts — defining success criteria upfront, managing the timeline, and driving the evaluation to a clear outcome
Work closely with Sales during the pilot phase to ensure technical and operational requirements are met
Gather structured feedback during pilots and feed it back to Product and Engineering with clarity and context
Customer Enablement
Develop customer-facing training materials, onboarding guides, and workflow documentation tailored to research agency operations
Proactively identify knowledge gaps and build resources that help customers self-serve where possible
Run product walkthroughs that go beyond feature demos — connecting platform capabilities to the customer's specific workflows and outcomes
Cross-Functional Collaboration
Work closely with the Technical Product Support team to resolve onboarding blockers quickly
Partner with Product to surface friction points and recurring onboarding challenges that can be addressed at the platform level
Hand off successfully onboarded accounts to the ongoing CS function with clear documentation of configuration, goals, and any open items
What We're Looking For
Must-Have
3–5 years of experience in customer success, onboarding, or implementation at a B2B SaaS company
Proven track record of managing structured onboarding programmes for enterprise or mid-market customers
Strong project management instincts — you can run multiple onboardings in parallel without dropping the ball
Excellent written and verbal communication: able to run confident customer calls and produce clear documentation
Comfortable working with technically complex products — you don't need to write code, but you need to understand how the platform works deeply enough to troubleshoot and advise
High ownership: you follow every customer through to a successful go-live, not just through the kickoff call
Nice to Have
Experience onboarding customers onto AI-driven or data-heavy SaaS platforms
Familiarity with market research, survey programming, or research operations workflows
Experience running structured pilots or proof-of-concept engagements
Exposure to enterprise customers with complex technical and organisational requirements
Why Metaforms
Own a function that directly determines whether customers succeed — your impact is immediate and measurable
Work with sophisticated customers at major research agencies running high-volume, high-stakes operations
Build onboarding systems and playbooks from scratch — this is a function being shaped, not inherited
Zero-bureaucracy culture: high autonomy, fast feedback loops, and direct access to leadership
Well-funded and financially stable, with a clear roadmap and the runway to execute on it
Benefits
Full family health insurance
$1,000 USD annual learning and development budget
Dedicated mentor and coaching support
Free snacks and dinner at the office
Skills Required
- 3-5 years of experience in customer success, onboarding, or implementation at a B2B SaaS company
- Experience managing structured onboarding programs for enterprise or mid-market customers
- Strong project management skills and ability to manage multiple onboardings in parallel
- Excellent written and verbal communication skills
- Ability to understand technically complex products and troubleshoot or advise customers without writing code
- High ownership of customers through successful go-live
- Experience onboarding customers onto AI-driven or data-heavy SaaS platforms
- Familiarity with market research, survey programming, or research operations workflows
- Experience running structured pilots or proof-of-concept engagements
- Exposure to enterprise customers with complex technical and organizational requirements
What We Do
Metaforms is the AI platform that helps market research agencies operate smarter, and win more business. We've built AI Agents that get your business; learning your exact standards, integrating with your tools, and augmenting your team's capabilities across every research workflow. • Generate survey code with AI • Process data with intelligent flagging • Respond to RFPs faster with automated structuring • Coordinate vendors with smart routing • Conduct voice research with AI moderation The result? Agencies win more business. Handle exponentially more projects. Scale without the complexity or quality trade-offs. Trusted by world's leading agencies; Metaforms is defining the future of market research.
