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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading customer onboarding initiatives, managing team performance, and delivering tailored onboarding plans. Proficient in utilizing CRM/CSM systems and project management tools to enhance customer satisfaction and streamline processes.
Highest-signal resume keywords
Customer Onboarding ManagementTeam LeadershipCRM/CSM Systems ProficiencyProject ManagementData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer OnboardingImplementationData MigrationSystem IntegrationBusiness Requirements GatheringProcess ImprovementKPI MonitoringPlatform ConfigurationEscalation ManagementTraining Delivery
Soft Skills
Strong CommunicationOrganizational SkillsPresentation SkillsCoachingProblem-Solving
Tools & Technologies
MS OfficeProject Management ToolsCollaboration PlatformsERP SystemsAccounting Systems
Certifications & Qualifications
Project Management Certification
Industry Keywords
B2B SaaSFintechPaymentsREST APIs
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead and develop a team of Customer Onboarding Managers
- Manage team performance, workloads, resources, one-on-ones, reviews, coaching, recruitment and training
- Act as the team's escalation point
- Own strategic customer onboarding projects from kick-off to handover
- Build tailored onboarding plans and manage timelines and expectations
- Coordinate internal teams and external partners
- Support platform setup, configuration, data migration and integrations
- Troubleshoot issues and raise bugs and development requests
- Deliver platform training to customers and colleagues
- Support sales demos and pre-sales activity
- Lead process improvements and roll out new tools and systems
- Partner with other teams on product and business improvements
- Monitor onboarding timelines, completion rates, team KPIs and customer satisfaction
- Use data to identify risks and trends
Requirements
What you’ll need- 4+ years in customer onboarding, implementation or a similar customer-facing B2B SaaS role
- 1–2 years leading or managing a team
- A tertiary qualification in business, IT or a related field, or equivalent practical experience
- Confidence with CRM/CSM systems, MS Office, project management tools and collaboration platforms
- Excellent organisational skills and ability to juggle multiple projects and priorities
- Strong communication, training and presentation skills
- Experience gathering business requirements and working with technical teams
- Experience handling escalations and complex issues
- Highly regarded: experience with ERP or accounting systems, payments or fintech; system integrations via REST APIs; and project management certifications
Benefits
Comp & perks- 15-month maternity leave contract with the possibility of extension
- 3 days from home and 2 days in the office
- Meaningful work protecting Australian businesses from payment fraud and cybercrime
- Opportunity to lead a team and make a visible impact on customer experience
- Opportunity to broaden experience across implementation, product and pre-sales
- Vibrant, inclusive, and diverse culture
