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SMB Onboarding Manager
Connecteam. Manage the end-to-end onboarding process for SMB customers, from kick-off call to activation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the onboarding process for SMB customers, delivering tailored training sessions, and implementing proactive strategies to enhance customer retention and satisfaction. Possesses strong organizational skills to manage multiple projects in a fast-paced environment while fostering positive client relationships.
Highest-signal resume keywords
SaaS Onboarding ExperienceCustomer-Facing RolesPresentation SkillsTraining SkillsProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Onboarding Process ManagementSoftware ImplementationCustomer TrainingClient ConfigurationChurn Mitigation Strategies
Soft Skills
Team PlayerPositive AttitudeEmpathyHigh EnergyAdaptability
Tools & Technologies
Connecteam
Industry Keywords
SMB ClientsCustomer RetentionCustomer SatisfactionTech-SavvyDynamic Startup Environment
About the role
Key responsibilities & impact- Manage the end-to-end onboarding process for SMB customers, from kick-off call to activation
- Deliver tailored training sessions to help clients configure and implement Connecteam based on their unique business needs
- Guide customers to quick wins that showcase the platform’s value and increase adoption
- Ensure customers establish strong usage habits that drive retention and satisfaction
- Identify at-risk clients early and create proactive strategies to mitigate churn
Requirements
What you’ll need- 2+ years of experience in SaaS onboarding, implementation, or customer-facing roles - MUST
- Experience working with SMB clients - strong advantage
- Strong presentation and training skills
- Tech-savvy with the ability to quickly learn and explain software solutions
- High level of organization and ability to manage multiple onboarding projects simultaneously
- Ability to thrive as a team player in a dynamic, fast-paced startup environment
- Positive attitude, empathy, and high energy
Benefits
Comp & perks- Employee development, nurturing, and training opportunities
- Weekly happy hours
- Holiday parties
- Encouraging, caring, and supportive work environment