Manager of Customer Onboarding

| Chicago
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Manager of Customer Onboarding

Sertifi offers an Agreement Platform built for businesses who need a more efficient and secure way to manage the full contract process. We simplify how businesses send and collect agreements and payments by bringing it all into one secure platform. Sertifi automates business processes, saves you time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with your company. Thousands of businesses around the world use Sertifi to streamline their contracts and payment processes, recognize revenue faster, and increase job efficiency.

The Manager of Customer Onboarding is a great opportunity to make an immediate impact and use your experience to own and grow a successful onboarding team. You will be responsible for leading the day-to-day operations of the customer onboarding team, building processes, and driving an extraordinary customer experience. The ideal candidate has experience, solving for operational issues, a high degree of emotional intelligence, and is willing to roll-up their sleeves to remove onboarding roadblocks. 

Occasional travel may be required

Due to the circumstances of COVID-19, Sertifi has shifted to working remotely at this time. We will interview, onboard, and operate as a remote team until further notice. As it is deemed safe to return to the office, we will consider a hybrid approach to WFH and In-Office work.


Challenges You’ll Tackle:

  •  Lead the Customer onboarding function, hire and develop a strong, diverse, high performing team of Customer Onboarding Professionals to enhance your team’s core strengths and support all customers
  • Directly manage a remotely-distributed team of onboarding managers, monitor productivity and workload, set expectations, perform 1:1s, provide ongoing feedback, and coach team members to hit goals
  • Implement and track key onboarding metrics such as time to value, adoption, and customer satisfaction
  • Identify and make recommendations for improvement in the areas of process, efficiency, and productivity
  • Improve customer experience across all customer and product segments
  • Work directly with customers and partners to remove roadblocks and streamline onboarding
  • Work with the Customer Success team and our largest brand customers to maintain customized onboarding processes
  • Work cross-functionally with leaders from Sales and Customer Success teams to ensure the handover process is effective.
  • Work with CS leadership team and cross-functional leaders (Product, Sales, Marketing, Operations etc) to drive success for our customers
  • Promote a culture of high performance, accuracy, and timeliness using a customer-first approach
  • Act as our customer voice and make recommendations to Product and Technology teams around feature requests
  • Assist in team budgeting and determining hiring needs
  • Establish high level of personal credibility and build strong relationships to improve customer satisfaction. 

What You’ll Need to Succeed:

  • Bachelor’s degree from a four year accredited College/University or equivalent work experience is preferred
  • 5+ years experience in customer onboarding in the SAAS or other B2B tech industry is required
  • 2+ years leading an onboarding team is required
  • Experience working with a global customer base a plus
  • Experience with APIs a plus
  • Experience with payment processing a plus
  • Experience with Salesforce.com is highly preferred
  • Experience with Adobe Acrobat Pro and MS Office highly preferred
  • Exposure to customer success software (ChurnZero, Gainsight) is a plus
  • Strong problem resolution and analytical skills
  • Ability to multi-task, meet SLAs and prioritize projects
  • Ability to hire and successfully onboard new employees to the team
  • Ability to manage direct reports, including conducting 1:1s, providing coaching and feedback, and managing performance expectations
  • Highly passionate about customer experience
  • Ability to work with customers and provider partners to remove onboarding roadblocks
  • Ability to build relationships across the organization and motivate team members to drive results
  • Exceptional written and verbal communication skills with internal team members and customers

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to type, use computer, phone, cell phone and other office/home office equipment/technology. Must be able speak, see and hear. Must be able to remain in a stationary position for prolonged periods of the time.


What’s in it for you:

We offer great benefits such as: competitive salary, medical/dental/vision insurance, short-term and long-term disability insurance, 401k with company match, paid parental leave, life insurance, pre-tax Transit Benefit Program.


Sertifi is proud to be an Equal Opportunity Employer. Sertifi is committed to building a diverse team of talented individuals who bring different perspectives to the business and who feel a sense of inclusion and belonging when they join our team. All individuals seeking employment at Sertifi are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other basis forbidden under federal, state, or local law.

 

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • SqlLanguages
    • AzureLanguages
    • ASP.NETFrameworks
    • ASP.NET CoreFrameworks
    • AngularFrameworks
    • Microsoft SQL ServerDatabases
    • Azure Cosmos DBDatabases
    • BalsamiqDesign
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • SalesforceCRM

Location

222 W. Merchandise Mart Plaza, Chicago, IL 60654

An Insider's view of Sertifi

What does your typical day look like?

After getting some coffee and catching up on emails, I’ll typically have a few clients that need onboarding help! This consists of me discussing their workflows and what action is needed for them to be live using Sertifi. If we’re not discussing set up, I’m either training a team on how to use the system, or creating web portals for new clients!

Kyle

Customer Success Manager

What are Sertifi Perks + Benefits

Sertifi Benefits Overview

You will work in a collaborative office environment that welcomes new ideas and allows you to make an immediate impact on the team. Additionally, we offer great benefits such as: competitive salary, medical/dental/vision insurance, short-term and long-term disability insurance, 401k with company match, paid parental leave, life insurance, pre-tax Transit Benefit Program, casual work environment, weekly team lunches and Starbucks runs, regular company outings, and a convenient River North location close to public transit.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
Promote from within
Time allotted for learning
Customized development tracks
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