What are the responsibilities and job description for the Customer Success Onboarding Manager position at Affinity.co?
San Francisco
The Role
The Onboarding Manager (OM) ensures that our customers are successful on the Affinity platform. They oversee accounts after they have been closed by a Sales Manager and before they transition to a Customer Success Manager (CSM). They will provide templates, best practices, and training to help customers successfully onboard and migrate to Affinity as quickly as possible.
What you’ll be doing:
Own product implementation and configurations for simultaneous customer engagements
Drive product strategy with client during onboarding to ensure successful long-term partnership
Get new users/teams excited about the most important features of Affinity in interactive training sessions
Present integrations and product upgrade opportunities and connect them with customer business problems
Facilitate customer data migrations from other CRMs and business tools to Affinity
Be a subject matter expert on setting up Affinity for popular use cases in multiple sectors including Venture Capital, Investment Banking, Private Equity, and others
Share industry best practices and advise customers on how they should think about solving problems with our product
Update customers about new and planned features that tie to relevant workflows
Liaison with our product team to present feedback or improvements to internal processes related to Onboarding
Qualifications:
You have 2 years work experience in customer-facing SaaS Account Management, Implementation, Technical Support, Consulting, Workflow Management and/or Project Management experience
You understand customer needs/points and are able to prioritize accordingly
You have magician-like qualities in your use of Excel
You are able to manage your time across multiple customers to meet aggressive timelines
You are able to manage expectations and complexity and are comfortable with navigating grey areas to solve customer problems
You excel at both written and live customer communication
You are able to engage a group of people and provide interactive and engaging product education
Ability to get a team excited about our technology
Ability to conduct data clean-up and raw data structure analysis
Ability to project manage complexity and meet deadlines
Ability to work cross functionally
Comfort with ambiguity and fast paced startup environment
What you’ll enjoy at Affinity
We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. And provide flexible personal & sick days. We want our team to be happy and healthy : )
We offer a 401k plan to help you plan for retirement.
We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning!
We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
Virtual team building and socials. Keeping people connected is essential.
About Us
At Affinity, we are passionate about helping dealmakers in the world’s biggest relationship-driven industries to find, manage, and close the most important deals. Our Relationship Intelligence platform uses the data exhaust of trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers with their networks to deliver automated relationship insights that drive over 450,000 deals every month. We have raised over $120M and are backed by some of Silicon Valley’s best firms. With over 1700 customers in 70 countries on our platform, a Glassdoor rating of 4.9, and being ranked in the Inc. 5000 fastest growing companies, we need more great people to help us scale even more.
The more diverse our team is, the more we’ll be able to learn from each other, and the better our company and our product will be. Whatever your gender, race, sexual orientation, religion, age, veteran status, favorite Spotify playlist, or social, cultural, and economic background, we can’t wait to welcome you to Affinity!
Job Type: Full-time
