Onboarding Manager
Listed on 2026-06-26
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Customer Service/HelpDesk
CRM System -
IT/Tech
CRM System
At Conga, we’ve built a community where our colleagues can thrive. Here you’ll find opportunities to innovate and support growth through individual and team development, all within an environment where every voice is heard.
Conga lines up commercial operations so companies run as connected, smarter businesses. By unifying the people and processes that drive commerce, Conga aligns pricing, quoting, contracting, rebates, and communications so teams stay in sync and buyers keep moving forward. The result is trusted decisions, consistent buyer experiences, and profitable growth. More than 10,000 customers worldwide, including over 50% of the Fortune 100®, trust Conga when commercial complexity is high and global impact is on the line.
Our approach is grounded in the Conga Way, a framework that reflects our values and drives everything from hiring to decision‑making, as well as key programs including recognition. Created with direct input from our colleagues, the Conga Way forms the foundation of our vibrant culture.
Job Title: Onboarding Manager
Reports to: Sr Manager, Customer Success
As an Onboarding Manager
, you will own the customer’s first experience with Conga, guiding new customers from purchase to first value with confidence, clarity, and technical credibility. This role blends consultative discovery, hands‑on technical enablement, and relationship management to ensure customers are successfully configured, educated, and embedded in Conga’s broader ecosystem of support.
Rather than delivering one‑way demos, you will lead customers through a structured, outcome‑driven onboarding journey, helping them configure their first use case, identify objectives, validate success, and establish a strong foundation for long‑term adoption and ROI.
Why It’s a Big Deal…The onboarding experience sets the tone for the entire customer lifecycle. In this role, you will directly influence:
- Time to First Value
- Customer confidence and sentiment
- Early adoption and product usage
- Downstream support load and escalation risk
- Renewal health and long‑term retention
You will serve as the front line of trust between Conga and its customers, ensuring customers feel supported, informed, and set up for success from day one, while creating clean, actionable handoffs to Product Specialists, Customer Success Managers, and Support teams.
Are You the Person We’re Looking For?Customer‑first relationship manager.
You lead with empathy, curiosity, and accountability. You know how to build trust quickly, ask thoughtful discovery questions, and guide customers with confidence, especially during moments of uncertainty or change.
Technically credible and hands‑on.You are comfortable rolling up your sleeves to help customers install, configure, and validate their first workflows. You don’t just explain what to do, you help customers understand why it matters.
Structured but flexible.You thrive in repeatable playbooks, but can adapt your approach based on customer maturity, goals, and technical complexity.
Clear, proactive communicator.You set expectations, document outcomes, and ensure nothing falls through the cracks, internally or externally.
Ownership mindset.You don’t wait for problems to escalate. You anticipate risk, coordinate resources, and take responsibility for seeing onboarding through to a confident completion.
Here’s What You’ll Be Doing…Customer Success Planning & Technical Guidance
- Initiate customer discovery and review existing collateral to partner with historic customer insights and enrich data throughout the engagement.
- Lead onboarding kickoff and discovery conversations to understand customer goals, pain points, and desired outcomes.
- Capture and document initial use cases, success criteria, and ROI drivers using structured fields and objects.
- Clarify implementation of ownership (Conga‑led, partner‑led, or customer‑led) and confirm readiness and provisioning status.
- Provide hands‑on assistance with standardized processes to help customers validate their first end‑to‑end workflow to confirm real, usable value, establish clear milestones and expectations for the onboarding journey.
- Troubleshoot common setup issues independently and…
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