Encircle

Manager

• Own the customer activation experience from Launch Planning through Graduation
• Guide customers through onboarding, product enablement and training
• Lead live kickoffs, product walkthroughs, working sessions and check-ins
• Tailor standardized onboarding plans and use AI to personalize customer guidance
• Drive assigned accounts to defined activation thresholds within target timelines
• Share mutual plans with dates at kickoff
• Track milestone progress and activation status in CRM/CSP
• Graduate independently capable customers and escalate stalled accounts with documented reasons
• Deliver group onboarding sessions, webinars and cohort programs
• Direct customers to in-product flows, guides, checklists and Learning Hub resources
• Use automation, in-app guidance and AI-assisted workflows to scale onboarding
• Partner with Account Managers on re-adoption, retraining and product enablement
• Document outcomes and recommendations before transitioning accounts
• Own activation, time-to-activation, self-serve activation, milestone attainment, graduation and rescue-play metrics
• Surface onboarding friction, recurring questions and content gaps
• Improve playbooks, call guides, templates and knowledge base content
• Share effective practices across the team

Customer Activation Manager