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Regardless of your business type or industry, a well-thought-out and structured clientonboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. Find out here.
The band members face the audience, delivering an experience that creates loyal fans—similar to how your customersuccess managers (CSMs) work with your customers one-on-one. Customersuccess operations (CS Ops) is the behind-the-scenes crew that helps customersuccess managers excel at their jobs.
Customer enthusiasm peaks immediately after a purchase, making the onboarding phase critical. Proper onboarding sets the tone for the relationship, impacting satisfaction. It involves providing value, reinforcing the purchase decision, and guiding the customer towards maximizing product benefits.
In one of DoubleCheck’s recent new win/loss program clientonboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.
Clientonboarding is the phase when you start building a relationship with your client. It is the time when you get a chance to create a positive perception about your company in your customer’s mind. Before you start on using the template, you must understand clearly the importance of onboarding.
Clientonboarding is the phase when you start building a relationship with your client. It is the time when you get a chance to create a positive perception about your company in your customer’s mind. Before you start on using the template, you must understand clearly the importance of onboarding.
Getting started with a client in the right way is most important in building a long lasting relationship with clients. That’s why a clientonboarding checklist is mandatory for you to cover every aspect of onboarding with your clients. So, let’s get started with the clientonboarding checklist.
Role: CustomerSuccess Director Location: Austin, TX, US (On-site) Organization: Cognite As a CustomerSuccess Director, you will be responsible for managing the relationship with Cognite customers. Ensure a successful and robust onboarding experience for all new customers.
Customeronboarding is necessary to keep customers from churning. It is the first interaction between customers and the product after sale. Good onboarding is the gap between customer log in and churn. If a customer does not like the onboarding, the chances of them churning are high.
Role: Head of CustomerSuccess Location: San Francisco, CA, US Organization: Tread As a Head of CustomerSuccess, you will be leading a team of CustomerSuccess individuals. Setting CustomerSuccess strategy and defining OKRs. Representing the voice of the customer in all of the interactions.
Role: VP of CustomerSuccess, Americas. As a VP of CustomerSuccess, you will be responsible for a rapidly growing CustomerSuccess team of 45+. Improve customer retention metrics (adoption, retention, engagement). Drive Miro product adoption by leading onboarding for new customers and teams.
Role: CustomerSuccess Manager Location: Berlin, Germany (Remote) Organization: Canonical As a CustomerSuccess Manager, you’ll familiarise new Canonical customers to our products and customer support procedures. Work closely with clients to comprehend their strategic objectives and other KPIs.
As a seasoned professional in the realm of CustomerSuccess , I’ve witnessed firsthand the intricate dance of clientonboarding. Crafting an effective ClientOnboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.
Role: VP, CustomerSuccess Location: New York, NY, US (On-site) Organization: Dandy As a VP of CustomerSuccess, you will manage a team of Customer Pods with CSMs tasked to drive material growth in a book of business of 200-300 dental practices. Lead, grow and energize the CustomerSuccess team.
Role: CustomerSuccess Specialist Location: Irving, TX, United States (Hybrid) Organization: Injala As a CustomerSuccess Specialist, you will examine client Requests (problems with the system and requests for enhancements) to determine both severity and priority. Apply here: [link]. Apply here: [link].
Role: CustomerSuccess Assistant Location: London, Ontario, Canada (Remote) Organization: Lumos Stratgy As a CustomerSuccess Assistant, you’ll serve as our customers’ main point of contact, responding quickly and kindly to emails, chats, and phone conversations.
Role: Vice President CustomerSuccess – AI Software Location: New York, NY, US (On-site) Organization: BD Strategy Partners As a Vice President of CustomerSuccess, you will evaluate and where appropriate, implement improvements to CS/AM workflow processes. Plan onboarding sessions and project rollouts.
Role: VP of CustomerSuccess Location: Remote, Boston, MA, US Organization: Eleanor Health As a VP of CustomerSuccess, you will lead, mentor and motivate a team of customersuccess professionals. Understand and capture your customers’ challenges and objectives, and position potential solutions.
Represents ClientSuccess within the organization as warranted via meetings, committees, councils, and workstreams. Serve as your clients’ advocate internally by liaising with senior company leaders including sales, marketing, product, engineering, and support. Maintain existing customersuccess metrics and data as directed.
Role: Director, ClientSuccess Location: Remote, United States Organization: MediaMath As a Director of ClientSuccess, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Apply here: [link].
Role: CustomerSuccess Lead Location: Remote, Canada Organization: Testimonial Hero As a CustomerSuccess Lead, you will be developing and managing value-based relationships with the highest-value accounts with a focus on agreement completion and retention. Apply here: [link]. Apply here: [link].
Role: Director of CustomerSuccess Location: Remote, United States Organization: Nearpod As a Director of CustomerSuccess, you will successfully lead, manage, and mentor School Team Managers who lead CustomerSuccess Managers. Maximize renewal rates and recurring revenue; ensure customer growth.
Role: Director – CustomerSuccess Location: Morrisville, NC, United States Organization: Lenovo As a Director – CustomerSuccess, you will manage and grow a global CustomerSuccess organization. Responsible for the onboarding process for new accounts to ensure successful implementations.
Role: Director, CustomerSuccess Location: Remote, Atlanta, GA, US Organization: Everstream Analytics As a Director of CustomerSuccess, you will hire, develop and lead a world-class enterprise customersuccess team. Process milestones for the customers and employees to work toward.
Role: Director, CustomerSuccess Location: Remote, United States Organization: Bidgely As a Director of CustomerSuccess, you will be acquiring a deep understanding of the energy market and how Bidgely can play a disruptive role in creating a more energy-efficient future. Focus on renewal and retention.
Role: Vice President of CustomerSuccess Location: San Francisco Bay Area, US (On-site) Organization: Arable As a Vice President of CustomerSuccess, you will develop the strategy to drive customer value realization and retention on Arable’s solutions, across priority regions and customer segments.
Role: CustomerSuccess Specialist Location: United States (Remote) Organization: SwiftComply As a CustomerSuccess Specialist, you’ll respond to incoming emails, phone calls, and video requests from more than 400 government agencies and their service suppliers in a courteous, timely, and individualised manner.
Role: CustomerSuccess Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a CustomerSuccess Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.
Role: Director, ClientSuccess Location: Remote, United States Organization: MediaMath As a Director of ClientSuccess, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Data Focus – analyzing and continuously improving how we work.
Role: CustomerSuccess Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a CustomerSuccess Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.
Starting with a kickoff meeting, we work closely with our customers to create a clear implementation plan, identifying the training and support that will ensure a smooth clientonboarding experience. Post kickoff, the implementation team assists our customers’ Operations team in implementing InsideView’s solutions.
Role: Enterprise, CustomerSuccess Director Location: Santa Barbara, CA, US Organization: Impact As an Enterprise CustomerSuccess Director, you will be delivering world-class support to the top clients. Manage the onboarding process for new clients.
Role: CustomerSuccess Manager Location: American Fork, Utah, US Organization: Domo, Inc. As a CustomerSuccess Manager, you will have to understand the overall vision of the company and help stakeholders achieve business success through the Domo platform. Drive CustomerSuccess, retention and growth.
Role: Associate Director, CustomerSuccess Location: Remote, United States Organization: AKASA As an Associate Director of CustomerSuccess, you will demonstrate revenue cycle expertise by conducting customeronboarding and implementation activities such as process mapping or workflow review.
Role: VP of CustomerSuccess Location: New York, NY, US Organization: Narmi As a VP of CustomerSuccess, you will grow and build a product-led CustomerSuccess organization to ensure scalability as Narmi onboards dozens of new customers over the next few years.
Defining and optimizing the clientonboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Helping drive new business growth through greater client advocacy and referrals. Apply here: [link].
Role: Director, CustomerSuccess Location: Austin, TX, US Organization: StitcherAds As a Director of CustomerSuccess, you will build customersuccess processes & lead/manage/mentor a growing team of CSMs. Serve as the voice of customers to inform product roadmap decisions.
Drive value through customer retention, low levels of churn, and take a proactive approach to scaling the CustomerSuccess and Implementation organization. Assist in clientonboarding as necessary and proactively work to improve our processes and protocol to eliminate inefficiencies and improve the overall customer experience.
Role: CustomerSuccess Director Location: Short Hills, NJ, US Organization: Dun & Bradstreet As a CustomerSuccess Director, your primary focus will be to manage ongoing contractual relationships and the operational delivery of services to clients. Deal with intensified customer issues quickly and efficiently.
Role: VP CustomerSuccess Location: Salt Lake City, UT, US Organization: NICE inContact As a VP of CustomerSuccess, you will be a senior leader in the matrix organization of Technical Success, working with Professional Services, Technical Support, and other customer-facing teams to ensure customer outcomes.
Role: Director of CustomerSuccess Location: Tampa, FL, US Organization: Vector Solutions As a Director of CustomerSuccess, you will drive the service strategy and accountable for performance and customer satisfaction. Develop and implement effective strategies for ensuring client engagement and adoption.
Role: VP, CustomerSuccess Location: New York City, NY, US Organization: Urbint As a VP of CustomerSuccess, you will drive strategy and alignment of customersuccess and transformational impacts through the adoption of innovative offers combined with market-leading cloud solutions that accelerate business value for the customers.
Most of the SaaS businesses now realize the value of having a well-equipped customersuccess manager and team to root the evolving success of their company. Satisfied clients are beaming with renewals and expanding the base, ensuring steady growth in the financial facets. A term that fuels customer retention and loyalty.
Therefore, to save your company’s environment from the pernicious seeds of churn, you will have to sprinkle in some of the customeronboarding best practices. Now, what is the customeronboarding meaning or customeronboarding plan? Let the clients vent out after they complete onboarding.
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