Onboarding Success Manager - Proposal Management

Posted 2 Days Ago
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New York City, NY, USA
In-Office
100K-120K Annually
Junior
Artificial Intelligence
The Role
Lead customer onboarding for AutogenAI's SaaS platform: manage project plans, configure the product to customer workflows, deliver training, drive early adoption, liaise with product and success teams, and hand off to post-implementation Customer Success.
Summary Generated by Built In
Join AutogenAI – Revolutionizing Proposal Writing with generative AI 

AutogenAI is a leader in generative AI SaaS, transforming how organizations draft and optimize winning proposals through cutting-edge natural language processing technology. We are one of the fastest-growing AI companies in the world, expanding rapidly to meet the increasing demand for AI-driven solutions across industries. 

Our innovation stems from a belief that language AI technology will revolutionize business communication over the next decade. We empower our clients to grow faster and more efficiently by delivering AI language engines customized to their needs that save time, improve content quality, and increase win rates in highly competitive markets.  

AutogenAI is a company where everyone can have a career-defining experience and success is achieved by fostering a culture where innovation and ambition thrive. As we scale, passionate professionals are invited to join our journey of innovation, helping shape the future of AI-powered business solutions. 


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. You’ll manage onboarding journeys, configure the platform to meet customer needs, deliver impactful training, and drive early adoption and engagement. Your work will help customers reach key milestones and set the stage for long-term success with AutogenAI stage for long-term success with AutogenAI. 

 

Location:

📍This role is hybrid with the expectation of ~2 days per week in our Midtown NYC office, or with clients.

 

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.

What You'll Bring to the Team:  
  • 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. 
  • 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.
  • Cross-Functional Collaboration: Ability to work effectively with sales, customer success, and product teams to deliver a seamless onboarding experience.
  • AI Enthusiasm: You're actively up skilling in AI tooling to improve your own processes and workflows, with a passion for enabling others.

Preferred Qualifications (not essential): 
  • SaaS Implementation: Experience in a scaling B2B SaaS business managing customer implementation, onboarding or customer success.
  • Federal, GovCon experience: Direct experience working in, supporting, or selling to proposal teams in U.S. Federal, public-sector, GovCon, defense, healthcare, infrastructure, engineering, or similarly complex procurement environments. 
Compensation and Benefits:  
  • Competitive Salary: $100,000 - $120,000 basic salary (depending on experience and location), plus opportunities for variable attainment, depending on specific experience and qualifications relevant to the role.  
  • Stock Options: Meaningful equity in the company. 
  • Comprehensive medical/dental/life insurance: Insurance coverage for individuals and families partially paid by the company as well as opportunity to participate in pre-tax health Flexible Spending Account. 
  • Retirement Plan: Ability to invest your pre-tax dollars in a 401(k) retirement plan with company matching contributions. 
  • Paid Time Off: Unlimited vacation (Yes, you read right!) 
  • Flexible Work Options:This role is hybrid with the expectation of ~2 days per week in our Midtown NYC office, or with clients.
  • Paid parental leave: 12 weeks if you’ve just given birth, 4 weeks if your partner has just given birth (after one year of year of service) 
  • Additional Perks: Your choice of laptop (Mac or Windows), regular company events to connect with teammates, and opportunities for continued professional development. 

Our Principals - Culture in Action
  • Customers, Customers, Customers – We win when our customers win. We speak their language, understand their needs, and believe in our product because we use it ourselves.
  • Make It Happen – We act with urgency, take initiative, and focus on outcomes. If something needs doing, we do it—asking for forgiveness, not permission.
  • Learn & Adapt – We embrace curiosity, continuous learning, and bold experimentation. Facts change, so we change our minds. Failures are lessons that push us forward.
  • We Are All Owners – We own challenges, break the rules when necessary, and value reasoning over authority. No blame, just problem-solving.
  • Raise the Bar – Good enough isn’t enough. We push boundaries, move fast, and believe there’s always a next level.
  • Respect & Inclusion – Different perspectives make us stronger. We listen first, act with integrity, and always do what we say we will.
  • Trust & Transparency – We are open, honest, and direct. Feedback flows freely, knowledge is shared, and we assume positive intent.

AutogenAI is a merit-based equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.  


 

Skills Required

  • Proposal-writing industry exposure (understanding of proposal development and challenges)
  • Proven experience delivering exceptional onboarding experiences and managing multiple customer projects
  • Exceptional written and verbal communication skills; experience delivering training and presentations
  • Ability to work cross-functionally with sales, customer success, and product teams
  • Adaptability and comfort working in a fast-paced, dynamic environment (startup or consulting experience preferred)
  • Technical acumen and ability to quickly learn and adapt the AutogenAI platform to customer use cases
  • Familiarity with Federal contractors, public-sector procurement, and proposal team operating realities (GovCon awareness)
  • 2+ years' experience in B2B SaaS, implementation, onboarding, customer success, proposal management, or similar customer-facing role
  • Previous experience leading onboarding projects in a startup environment
  • Familiarity with AI software and applications
  • Direct experience supporting or selling to proposal teams in federal, public-sector, defense, healthcare, or complex procurement environments
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The Company
HQ: London
142 Employees
Year Founded: 2022

What We Do

Our mission is simple and clear: we help organizations win more business by helping them craft better proposals in a fraction of the time. Our solution combines the power of AI, your existing knowledge library and specialist features designed by bid-writers, for bid-writers, to ensure you have the competitive edge. An AutogenAI Language Engine will make your bid-writing team up to 8X more efficient, allow them to get to first draft in minutes rather than days and boost your win rates by up to 30%. Our team is made up of dedicated specialists in procurement, bid writing, and machine learning, each one contributing to the exceptional solutions we deliver. We believe that every organization is unique with its own specific needs and specifications. This is why we offer tailored solutions, with customizable options ranging from personalized language style to bespoke prompts. We are proud to be one of the fastest growing generative AI companies out there. Our method works, and our results speak for themselves. At AutogenAI, we understand that winning is the most crucial goal. It is through this lens that we deliver true value.

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