Customer Onboarding Manager II

2 days ago Be among the first 25 applicants

At Zoom Info, we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. We value your take charge, take initiative, get stuff done attitude and will help you unlock your growth potential. One great choice can change everything. Thrive with us at Zoom Info.

As theC ustomer Onboarding Manager , you will report to the Team Lead, Customer Onboarding , and will be responsible for e nsuring the successful execution of the Zoom Info customer onboarding strategy and accelerating customer adoption of Zoom Info’s products and solutions. The Onboarding Manager works with the customer success team, the customer training team, and the customer integrations team to put together effective project plans, including goals, timelines, and resource coordination to ensure quick ROI for Zoom Info customers.

This is a high-visibility role within an exciting area of the business with a chance to quickly make a difference.

What You'll Do:

• Manage the comprehensive onboarding for all Zoom Info customers (including new business, renewals, and upsells) to ensure customers receive a highly organized program with detailed goals, timelines, and processes. Serve as primary point of contact for customers during the onboarding and implementation phase of the customer lifecycle.
• Build implementation strategies to ensure customers in all customer segments are onboarded within the defined SLAs. Coordinate communication with other areas of the business to ensure a streamlined approach for each and every customer.
• Work directly with customers to set appropriate expectations, address customer goals, determine target dates, manage customer tasks, and provide regular project updates during the onboarding phase of the customer lifecycle.
• Collaborate with the customer success team, customer training team, and customer integrations team to create a streamlined and cohesive approach that allows customers to get successfully implemented and trained.
• Manage multiple simultaneous onboarding projects at one time, balancing priorities of business results, customer satisfaction, and technical quality. This includes being an asset to the Customer Success Manager, Learning & Development Manager, and Integrations and/or Solutions Engineer while being an advocate for the customer.
• Provide best practices and mentorship to customers on how best to implement Zoom Info’s suite of products and solutions. Provide thought leadership with regards to overcoming challenges the customer is facing.
• Ensure appropriate handoff of new accounts to the Customer Success Manager and/or the Account Manager. Build out a standardized information flow/transition document to prepare the CSM and AM for success, including documenting wins and challenges the customer faced during the onboarding process.
• Serve as the primary owner of Customer Journey tasks in Salesforce. Document all steps and touchpoints as appropriate.
• Perform a wide variety of professional tasks, which demand a high level of creativity and imagination, as well as a thorough knowledge of the applicable needs and expectations of employees/customers.

What You'll Bring:

• BA/BS degree. At least 2-5 years of customer success and/or project management, ideally in a SaaS environment.
• Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.
• Highly collaborative, organized, and execution-oriented with strong presentation skills.
• Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work.
• Excellent problem-solving skills and ability to be flexible to project situations. Ability to research, analyze and provide a solution to newly identified issues.
• Experience developing, installing, training, and/or supporting B2B solutions (previous experience with Zoom Info and/or Zoom Info certification strongly preferred).
• Highly familiar with Salesforce CRM.
• Able to be successful in a fast-paced environment that rewards hard work and self-motivation.
• Superior relationship and communication skills (both verbal and written).

This is ahybrid position,…