The Role
The Onboarding Manager (OM) ensures that our customers are successful on the Affinity platform. They oversee accounts after they have been closed by a Sales Manager and before they transition to a Customer Success Manager (CSM). They will provide templates, best practices, and training to help customers successfully onboard and migrate to Affinity as quickly as possible.
What you’ll be doing:
- Own product implementation and configurations for simultaneous customer engagements
- Drive product strategy with client during onboarding to ensure successful long-term partnership
- Get new users/teams excited about the most important features of Affinity in interactive training sessions
- Present integrations and product upgrade opportunities and connect them with customer business problems
- Facilitate customer data migrations from other CRMs and business tools to Affinity
- Be a subject matter expert on setting up Affinity for popular use cases in multiple sectors including Venture Capital, Investment Banking, Private Equity, and others
- Share industry best practices and advise customers on how they should think about solving problems with our product
- Update customers about new and planned features that tie to relevant workflows
- Liaison with our product team to present feedback or improvements to internal processes related to Onboarding
Qualifications
Required:
- You have 2+ years work experience in customer-facing SaaS Account Management, Implementation, Technical Support, Consulting, Workflow Management and/or Project Management
- You understand customer needs/points and are able to prioritize accordingly
- You have magician-like qualities in your use of Excel to conduct data clean-up and raw data structure analysis.
- You are able to manage your time across multiple customers and projects to meet aggressive timelines
- You are able to manage expectations and complexity and are comfortable with navigating grey areas to solve customer problems
- You excel at both written and live customer communication
- You are able to engage a group of people to get a team excited about our technology by providing interactive and engaging product education
- Ability to work cross functionally
- Comfort with ambiguity and fast paced startup environment
What you’ll enjoy at Affinity
- We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
- Health Care coverage and flexible personal & sick days. We want our team to be happy and healthy :)
- We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning!
- We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
- Virtual team building and socials. Keeping people connected is essential.
A reasonable estimate of the current range is $88,000.00 - $110,000.00 CAD Base. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant.
About Affinity
With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.
We use E-Verify
Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.
Top Skills
What We Do
Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, and discover untapped opportunities. Affinity uses artificial intelligence to analyze relationship strength and illuminate the best paths to warm introductions. The platform also offers a holistic view of users’ networks in a centralized, automatically updated database without any manual upkeep. Founded in 2014, Affinity is headquartered in San Francisco, California.
Affinity has raised $120M to date and is backed by leading investors including Menlo Ventures, Advance Venture Partners, 8VC and MassMutual Ventures.
It has over 2,700 customers in 70 countries, including venture capital firms such as Bain Capital Ventures and Kleiner Perkins, private equity firms such as SoftBank Group, investment bankers such as Woodside Capital Partners, financial services firms such as Fidelity Investments, real estate companies such as Tishman Speyer, insurers such as American Family Insurance and enterprises such as Nike, Qualcomm and Twilio.
Affinity has been named in Fortune Magazine's Best Workplaces, Inc. Magazine's Best Workplaces and editor's number one pick, the Data Breakthrough Award, BIG Innovation Award and others
