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Customer Onboarding Manager
Bucketlist Rewards and Recognition. Own the complete end-to-end onboarding journey for SMB, mid-market, and enterprise clients from post-sale handoff through launch and early adoption .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing end-to-end client onboarding processes for SMB, mid-market, and enterprise clients within a B2B SaaS environment, with a strong focus on project management, client communication, and technical troubleshooting. Proficient in building relationships with stakeholders and ensuring successful program adoption through effective training and support.
Highest-signal resume keywords
Customer OnboardingProject ManagementSaaS Platform UnderstandingPresentation SkillsBilingual Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ImplementationTechnical TroubleshootingPlatform ConfigurationProgram DesignChange ManagementDocumentation ManagementIntegration SupportHR TechnologyEmployee EngagementRewards and Recognition
Soft Skills
Communication SkillsOrganizational SkillsAdaptabilityProblem-SolvingTrust Building
Industry Keywords
B2B SaaSMulti-Stakeholder ImplementationsEnterprise SecurityProcurement ProcessesImplementation Processes
About the role
Key responsibilities & impact- Own the complete end-to-end onboarding journey for SMB, mid-market, and enterprise clients from post-sale handoff through launch and early adoption
- Manage multiple concurrent implementations across competing timelines and stakeholder needs
- Lead kickoff meetings, platform walkthroughs, training sessions, and milestone check-ins
- Guide clients through platform configuration, program design, and launch planning using Bucketlist best practices
- Demonstrate platform features, configuration options, integrations, and recommended program design
- Collaborate cross-functionally to manage risks, resolve blockers, and complete launch requirements
- Maintain accurate project documentation
- Deliver a clear, comprehensive handoff to the Customer Success Manager following launch
Requirements
What you’ll need- 3+ years of experience in customer onboarding, implementation, or customer success within a B2B SaaS company
- Experience supporting SMB, mid-market, and enterprise clients, including complex, multi-stakeholder implementations
- Ability to manage multiple client projects with strong organization, prioritization, and attention to detail
- Excellent presentation, facilitation, and verbal communication skills
- Strong understanding of SaaS platforms, integrations, and technical troubleshooting fundamentals
- Ability to build trust with senior leaders, HR teams, and cross-functional partners
- Proactive, adaptable, and solution-focused approach in a fast-paced, evolving environment
- Bachelor’s degree in Business, Digital Marketing, Human Resources, or a related field preferred
- Equivalent professional experience will also be considered
- Experience with HR technology, employee engagement, or rewards and recognition platforms
- Background in change management, internal communications, or program adoption
- Familiarity with enterprise security, procurement, or implementation processes
- Bilingual proficiency in French or Spanish
Benefits
Comp & perks- Growth opportunities
- 100% remote work
- Flexible paid time off in addition to paid vacation days
- Health, dental, and vision care
- EFAP
- Annual paid day off and money to spend on personal bucket-list items
- Home office support
- Learning and development funding
- Rewards and recognition programs
- Performance-based bonuses