Customer Onboarding Manager

Overview

Customer Onboarding Manager - (Implementation Project Manager) - Brazil

Join to apply for the Customer Onboarding Manager - (Implementation Project Manager) - Brazil role at Insider.

About Us: We are Insider, a B2B SaaS company that drives growth for its clients around the world. Our platform connects data across channels, predicts future behavior with AI, and individualizes experiences from a single platform. We are backed by top investors and trusted by 1200+ brands worldwide. Insider focuses on speed, impact, and a socially progressive technology community through CSR initiatives in 27+ countries.

As a Customer Onboarding Manager, you will be responsible for driving the onboarding process, ensuring successful and timely outcomes for new clients, accelerating Time to Value and ensuring customer retention by helping clients fully integrate and realize the value of Insider’s platform. You will collaborate with internal technical resources to empower and train customers on how to use Insider’s platform and its features, and establish strong relationships with stakeholders at all levels of the client organization.

You will be expected to have a technical background, which could come from academic education or relevant work experience. This includes the ability to read API documentation, knowledge of HTML, CSS, and XML, and understanding basic data structures and data flows. Experience with short to medium-term projects and strong project management skills is preferred, as the role focuses on managing multiple projects simultaneously.

• Minimum of 3 years experience in SaaS project management and client onboarding
• PM qualifications such as Agile, PMP, or Prince2 are a plus
• Strong communication skills, both written and verbal, with business fluency in English
• Time and task management skills are essential
• Proven ability to communicate effectively with internal and external stakeholders
• Demonstrated success in delivering projects in a timely and efficient manner
• Knowledge of Google Tag Manager, Google Product Feed, and Google Analytics is an advantage
• Understanding of webhooks and API
• Exposure to AI-driven product recommendation tools and algorithms is a plus
• Experience with other CRM, ERP, or Marketing Automation platforms is an advantage

• Project management of customer onboardings to ensure successful outcomes, accelerating Time to Value and driving customer growth and retention
• Collaborate with internal technical teams to train customers on using Insider’s platform and features effectively
• Build credible relationships with stakeholders at all levels to understand business and technical goals
• Drive early adoption by setting KPIs and success metrics, ensuring ROI for clients
• Advocate for customer business use cases with the product development team
• Ensure smooth transition to the Customer Success Manager team by documenting client stakeholder roles and hierarchy
• Continuously enhance onboarding by improving processes and training materials
• Where needed, tailor 1:1 onsite and remote onboarding sessions to exceed client expectations
• Establish trust in Insider’s platform and ensure successful early adoption
• Coordinate with client agencies and third parties to achieve desired outcomes
• Maintain high quality deliverables, client satisfaction, and smooth post-onboarding transition to Customer Success & Support teams
• Collaborate with the development team to ensure custom development meets client expectations and standards
• Own the project and take responsibility for successful implementation with internal and external stakeholders
• Facilitate user-enablement training and workshops

We provide equal opportunity in a zero-discrimination workplace and welcome everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.

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• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Project Management and Information Technology
• Industries: Software Development

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