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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing onboarding processes and leading teams within a SaaS environment, focusing on operational efficiency, coaching, and customer success. Proven ability to analyze data trends and implement scalable improvements while maintaining high standards of accountability and communication.
Highest-signal resume keywords
SaaS Onboarding ManagementTeam LeadershipCoaching SkillsData Hygiene and ReportingProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Forecasting DisciplineOperational AnalysisPerformance ReviewsMetrics-Driven EnvironmentOnboarding Process ManagementProject ManagementCustomer Success StrategiesGong or Similar ToolsAutomation and ToolingImplementation Standards
Soft Skills
Strong Communication SkillsSupportive LeadershipMentoring and DevelopmentAccountabilityProblem-Solving
Tools & Technologies
SalesforceGongGuideCXProject Management PlatformsCRM Tools
Certifications & Qualifications
Six SigmaPMP
Industry Keywords
WellnessHealthcareMed SpaSalonService-Based Industries
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Manage and develop a team of 8–12 Onboarding Specialists through structured 1:1s, Gong-based coaching, and performance reviews
- Drive ownership and accountability for customer timelines
- Run weekly portfolio reviews covering account status, forecasts, risks, delays, and recovery plans
- Own new-hire ramp quality, volume, and velocity
- Develop future leaders through mentoring, stretch assignments, succession planning, and career conversations
- Own team activation velocity against benchmark targets
- Enforce funnel efficiency standards and eliminate backlog drag
- Maintain forecast accuracy and evidence-based commitments
- Analyze operational trends affecting activation velocity, forecast accuracy, cancellations, delays, and portfolio health
- Ensure implementation milestones and activation-readiness standards are completed
- Identify and mitigate customer risks and manage executive escalations
- Identify onboarding bottlenecks and recommend scalable process improvements
- Use operational data to influence tooling, playbooks, customer journeys, and cross-functional initiatives
- Partner with Operations on reporting, automation, and onboarding efficiency
- Score and review Gong calls and deliver behavior-focused coaching
- Run portfolio-focused, action-oriented team meetings
- Partner with Sales and Customer Success on SMB pre-sale to post-sale handoffs
- Represent SMB customer needs to Product and Engineering
- Partner with Revenue Operations and Finance on capacity planning, reporting integrity, and efficiency
- Champion automation, tooling, and process efficiencies
- Maintain data hygiene across project management and implementation platforms
Requirements
What you’ll need- 3+ years in SaaS onboarding, implementation, or customer success, with at least 1–2 years leading a team
- Ability to manage a high-volume portfolio with velocity and forecasting discipline
- Strong coaching skills to translate call reviews and metrics into actionable behavior change
- Comfort operating in a fast-paced, metrics-driven environment
- Experience with data hygiene and reporting integrity in CRM tools such as Salesforce or similar
- Experience with project management or implementation platforms
- Ability to hold a team accountable while maintaining a supportive, development-oriented culture
- Strong written and verbal communication skills for customer-facing escalations and internal reporting
- Experience managing high-volume onboarding motions
- Experience with Gong or similar conversation intelligence tools
- Experience within wellness, healthcare, med spa, salon, or service-based industries
- Familiarity with GuideCX or related SaaS operational platforms
- Six Sigma, PMP, or other process-improvement credentials
Benefits
Comp & perks- Competitive base pay and performance bonus eligibility
- Equity participation for all full-time employees
- Comprehensive medical coverage with up to 100% employee premium coverage and 75% dependent coverage
- Annual $1,200 HSA employer contribution for eligible plans
- 100% covered dental, vision, life, and disability insurance
- 12 weeks of fully paid U.S. parental leave
- Flexible paid time off
- 10 U.S. company holidays
- Fully remote work
- $200 home office setup allowance
- $50 monthly WFH reimbursement
- $200 quarterly Boulevard Bucks for well-being and industry connection
- One Medical membership
- Employee Assistant Program
