About the Role
Onboarding Program Design & Execution • Co-create the end-to-end onboarding program for customers, from close-won handoff through full activation and CSM transition • Co-design onboarding journeys segmented by customer size, complexity, use case, and integration requirements • Develop and maintain all onboarding assets: project plans, milestone trackers, enablement materials, configuration guides, training curricula, and handoff documentation • Define and enforce time-to-first-value benchmarks for each customer segment, and build the workflows to hit them consistently • Personally lead onboarding engagements for enterprise and high-complexity accounts in the near term, transitioning delivery to your team as the function scales • Continuously audit onboarding quality, time-to-value metrics, and activation rates — improving the program based on what the data tells you Customer Handoff: Sales to Onboarding • Partner with Sales to establish a structured, consistent close-won handoff, en...
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