Onboarding Manager

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About Drift  

Drift is the Revenue Acceleration platform that uses Conversational Marketing and Conversational Sales to help companies grow revenue and increase customer lifetime value, faster. More than 50,000 businesses use Drift to align sales and marketing on a single platform to deliver a unified customer experience where people are free to have a conversation with a business at any time, on their terms. Our mission is to use conversations to make business buying frictionless, more enjoyable, and more human. After just four years in market, the company has become one of the fastest-growing SaaS companies and was named to the Forbes Cloud 100, LinkedIn Top 50 Startups, Entrepreneur's Top Company Cultures, Boston Business Journal's Best Places to Work, and SaaS Company of the Year by the NEVCA.

About the role / About the team

We put the customer at the center of everything we do, and everyone who works at Drift has a part in driving customer success. The goal of Professional Services is to ensure our customers launch Drift successfully, adopt it into their organization, and achieve the results and value they want in partnership with the Customer Success team. We are currently looking to grow our Onboarding team to ensure customers are set up to realize the full potential of their Drift investment. 

What you’ll be doing on the team:

  • Contribute to developing and deploying onboarding process and content changes to the Customer team.
  • Influence internal behavior cross-functionally to get buy-in for onboarding initiatives.
  • Serve as a mentor and coach for Onboarding Specialists.
  • Support the onboarding of new Drift customers to deploy their Conversational Marketing strategy including configuration, training, go-live support, and optimization.
  • Partner closely with our Customer Success Managers and Account Managers to solidify and execute client deployment strategy based on customer goals and KPIs.
  • Lead client onboarding tasks including configuration and training, based on Conversational Marketing best practices. 
  • Develop a solid understanding of your customer’s marketing and sales tech stack, including the information that flows through it to be pushed into and pulled out of Drift to drive accurate attribution.
  • Monitor new client performance and address any open issues to ensure timely resolution and great customer experience.
  • Work closely with the product and engineering team to influence new product features and functionality based on customer feedback.

In one month you'll

  • Attend comprehensive organization training and learn the Drift story, our leadership principles, how we communicate and do work, as well as our goals for the future.
  • Experience in-depth product training, including learning how to use the product for your own business.
  • Gain a detailed understanding of the customer lifecycle, with emphasis on post-sale onboarding and success processes.
  • Have 1:1 meetings with your direct manager and meet with other key players on the customer team.
  • Shadow colleagues and learn best practices for what make Drift Customers successful.
  • Deliver customer onboarding calls.
  • Begin to be fully responsible for your very own portfolio of customers and for running calls independently!

By month 3 you'll 

  • Continue to master your knowledge of Drift product, have a deep understanding of Conversational Marketing, and become a bot-building expert.
  • Fully understand our internal ecosystem and be able to collaborate cross-functionally to provide the best in class sales process.
  • Work with your customers daily, delivering value and helping them achieve their goals.
  • Should be meeting your Customer Onboarding targets and KPIs

By month 6 you'll 

  • Drive customers successfully through onboarding in a fast paced environment.
  • Master conversational sales and marketing practices.
  • Consistently meet or exceed your onboarding and professional services goals.
  • Support complex onboarding engagements for our largest customers.
  • Work with your manager to identify a plan for continued growth.
  • Bring your thinking, strategy, and ideas to the team to advance our creative culture and vision for the future.

About you and what type of skills you’ll need:

  • Minimum 3 years of experience in Marketing, Customer Support or Customer Success within the technology space (MarTech experience preferred)
  • Willingness to experiment – even if something doesn't work, be prepared to learn from your failures
  • Ability to work across teams including marketing, product, sales, IT and operations
  • Quick learner, always looking to embrace and master new technologies
  • Ability to prioritize, multitask and organize workload 
  • Ability to work both individually and collaboratively within a team environment 
  • Strong written and verbal communication skills
    • Bonus: Experience with Marketo, Eloqua, Pardot, Hubspot, Salesforce, Google Analytics
    • Bonus: Certified in Conversational Marketing
    • Bonus: Experience with a company practicing account-based marketing
    • Bonus: Knowledge of demand generation funnels and tactics used at each stage within the funnel 

Drift is committed to being an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Drift is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at [email protected] #LI-Remote


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Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • DjangoFrameworks
    • Node.jsFrameworks
    • DynamoDBDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • AWS (Amazon Web Services)Services
    • SketchDesign
    • ConfluenceManagement
    • JIRAManagement

An Insider's view of Drift

How would you describe the company’s work-life balance?

Drift is a digital first environment, which means employees’ primary work experience is remote and Drifters can collaborate in “Conversation Spaces.” This allows us to focus on outcomes rather than time spent in the office. If we're hitting our goals, you are free to work hours that suit you, wherever suits you. It allows for the ultimate balance.

Kaitlyn

Marketing

How do you collaborate with other teams in the company?

I feel really lucky because I get to work with the Sales, Customer Success, Product, and Ops team on a regular basis. We say "One team, one dream" un-ironically and are always willing to hop into anything that benefits the customer.

Sara

Conversational Marketing Specialist

What makes someone successful on your team?

Our leadership principles are the core of who we are and how we operate every day. Bringing these in to your actions, decisions, and how you deliver results is the surest way to be successful here. Walk the talk. Focus on the customer. Deliver results every single day.

Brit

Director of Learning and Development

How do you make yourself accessible to the rest of the team?

Today, all of our lives run in real-time. As a result, our expectations for how we communicate with businesses have changed: we expect answers in real-time too. Customers have all of the power today, and that’s why we put a premium on how we’re treated. Businesses need to adapt to this shift in order to thrive today, and that’s what we focus on.

David

Executive Chairman, Co-Founder

What does your typical day look like?

While my days vary, it usually consists of connecting with customers to walk through their results and celebrate their wins, digging a bit deeper into what’s going on at their organization, and delivering recommendations on how they can achieve greater results. I also connect with Product to share what our customers are saying to help improve Drift

Chris

Customer Success Manager

What are Drift Perks + Benefits

Drift Benefits Overview

Our employees are our greatest asset. To take care of you and your family, we offer a robust employee benefit plan. On top of comprehensive and affordable health, dental, and vision plans, we also offer generous PTO, parental leave for primary and secondary caregivers, 401K matching, wellness perks and discounts, snacks, soft drinks, tea, and coffee every day. The Drift book club (order one free book of your choosing per month!) is one of our most popular perks. Free subscription to Headspace is great as well!

Culture
Volunteer in local community
Most recently, groups of Drifters have enjoying helping out the Greater Boston Food Bank - they had fun and found it rewarding!
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
In-person all-hands meetings
In-person revenue kickoff
Employee awards
Flexible work schedule
Remote work program
We have a hybrid model, where those near our Conversation Spaces might go into the office once or twice a week. Some love being onsite 4 or 5 days a week - it works well for them!
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
At Drift we have eight different Employee Resource Groups for people of similar backgrounds or interests to promote inclusion.
Hiring practices that promote diversity
We have a recruiter devoted to diversity sourcing to help us reach our diversity related hiring goals.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Every other week Inner City Weightlifting comes to the office to teach a fitness class to Drift employees.
Mental health benefits
We offer all employees a free subscription to the Headspace meditation app, employee-led yoga and meditation breaks, and have an Employee Resource Group that focuses on mental well-being
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
At Manager level and above, equity kicks in.
Performance bonus
Each role currently has an annual performance bonus plan tied to meeting and exceeding various goals.
Charitable contribution matching
Pay transparency
Child Care & Parental Leave Benefits
Childcare benefits
Our flexible spending account allows you to designate pre-tax dollars to spend on qualified dependent care expenses such as daycare, after school care, or summer camp.
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
We have unlimited vacation time, which includes sick days, paid holidays, etc.
Paid volunteer time
Sabbatical
After working at Drift for three years, all Drift employees are eligible for a month-long sabbatical.
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Our flexible spending account allows you to designate pre-tax dollars to spend on commuting expenses.
Company-sponsored outings
Free snacks and drinks
Our Conversation Spaces are all fully stocked with snacks and drinks for the employees who decide to utilize the spaces.
Some meals provided
Company-sponsored happy hours
Recreational clubs
Fitness stipend
Home-office stipend for remote employees
We offer a home office stipend to all employees, as well as a $100 credit each month towards internet, office supplies, etc.
Mother's room
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks

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