Customer Onboarding Manager

SAI360

. Serve as the primary coordinator for the customer onboarding journey from contract handoff through launch and transition to ongoing Customer Success .

Posted 10/13/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer onboarding and project management, with a strong focus on developing and executing onboarding plans, managing cross-functional teams, and ensuring successful customer transitions to ongoing success. Proficient in utilizing tools like Salesforce and Smartsheet to track project health and drive measurable outcomes.

Highest-signal resume keywords

Customer Onboarding ManagementProject ManagementCross-Functional Team CoordinationSalesforce ProficiencySaaS Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementOnboarding PlanningRisk Identification and MitigationImplementation MethodologiesCustomer Success Strategies

Soft Skills

Exceptional Communication SkillsOrganizational SkillsInterpersonal SkillsOwnership MentalityStakeholder Accountability

Tools & Technologies

SalesforceSmartsheetJira

Certifications & Qualifications

PMPCAPM

Industry Keywords

SaaSGovernanceRisk ManagementComplianceLearning Technology

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Serve as the primary coordinator for the customer onboarding journey from contract handoff through launch and transition to ongoing Customer Success
Establish onboarding plans with milestones, responsibilities, dependencies, and success criteria
Lead alignment meetings to ensure expectations and timelines are understood
Maintain consistent customer communication and ensure a structured handoff to Customer Success
Coordinate onboarding activities across SAI360 product lines
Partner with Sales, Account Management, Customer Success, Professional Services, Product, Support, and Finance
Maintain visibility across product implementations, dependencies, sequencing, and competing priorities
Develop and maintain onboarding project plans, milestones, deliverables, risks, and target launch dates across multiple concurrent engagements
Identify timeline, resource, scope, and readiness risks and drive mitigation and escalation
Hold stakeholders and customers accountable for agreed-upon actions and timelines
Track onboarding health using Salesforce, Smartsheet, and other systems
Provide leadership visibility into status, trends, and risks
Define measurable onboarding success criteria, desired business outcomes, and initial adoption goals
Include customer readiness, enablement, stakeholder engagement, and adoption activities beyond technical go-live
Monitor early adoption and customer-readiness indicators
Establish exit criteria and ensure successful transition to ongoing Customer Success
Build strong customer relationships and establish confidence in SAI360
Improve onboarding methodologies, templates, processes, and reporting
Analyze onboarding trends, implementation duration, delays, escalations, and time-to-value
Develop working knowledge of SAI360 products, services, and implementation methodologies

Requirements

What you’ll need

Bachelor's degree or equivalent relevant professional experience
5+ years of experience in customer onboarding, implementation, professional services, project management, Customer Success, or a related customer-facing SaaS role managing complex, concurrent projects
Exceptional project management and organizational skills with demonstrated ability to drive projects to completion and hold stakeholders accountable
Experience coordinating cross-functional teams without direct authority
Strong customer-facing communication skills across operational and executive stakeholders
Proven ability to identify project risks early, develop mitigation plans, and escalate effectively when necessary
Ability to translate customer business requirements into actionable implementation and onboarding plans
Strong technical aptitude and experience with project management and enterprise applications such as Smartsheet, Salesforce, or Jira
Experience within SaaS, Governance/Risk/Compliance, Ethics & Compliance, or Learning Technology preferred
PMP, CAPM, or similar certification is a plus
Excellent interpersonal, written, and verbal communication skills
Highly organized with the ability to manage competing priorities in a fast-paced environment
Strong ownership mentality with a bias toward action and follow-through
Ability to build trusted customer relationships while maintaining accountability and driving outcomes

Benefits

Comp & perks

PTO leave
Quarterly wellness days
EAP program
Healthcare benefits
Bonus incentives
401(k) match
Pet insurance
FSA account
Remote-first hiring strategy