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Onboarding Manager

At Podium, our mission is to help local businesses win. Our lead conversion platform, powered by AI and integrations, helps local businesses convert leads faster, communicate easier, and make more sales. Every day, thousands of local businesses utilize our review management, communication, marketing, and payments products.Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you!The Onboarding Manager is a vital part of the Podium team. Responsible for the initial implementation and onboarding of new customer accounts. Responsible for the organization and management of account connections, integration fulfillment, tailored team trainings for all locations in any given account, resolving customer issues, and customer usage monitoring to bring about the successful completion of new customer implementation. The Onboarding Manager I also has a major role in creating new processes internally and needs to be able to adjust quickly to changing circumstances.What you will be doing:• Primary contact during first 30 days of new customer experience• Podium product expert• Manage potential escalations within first 30 days• Coordinate all account connections (product and integration related)• Ensure product adoption through various outreach methods and health scoring of accounts• Ensure effective hand-off to CSM’s after onboarding period is over• Conduct full-team trainings for all locations in every account covering best practices• Coordinating and responding to client issues• Building new processes and working with different departments to create a smooth implementation experienceWhat you should have:• 1-2 years of experience in a customer onboarding/implementation role (in SaaS is a plus)• Exceptional written and communication skills• Experience communicating directly with clients• Proven track record of managing multiple concurrent projects with varying complexity levels• Excellent problem solving skills• Self-starter with prior experience navigating complex customer environments• Ability to sort through large volumes of data and drive insights and resultsWhat we hope you have:• Bachelor’s degree.• Experience with Gainsight and SalesforceBenefits:• Transparent culture• Work in this building in Lehi, UT• Great opportunities for career growth• Life insurance, long and short-term disability coverage• Paid maternity and paternity leave• Fertility Benefits• Excellent medical, dental, and vision benefits• 401k Plan• Bi-annual swag drops with cool Podium gear and apparel• A stellar HQ (Utah) gym with local professional coaches and classes offered• Onsite HQ (Utah) child care center, subsidized for employeesPodium is an equal opportunity employer. Podium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.

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What You Should Know About Onboarding Manager, Podium

At Podium, we're on a mission to empower local businesses to thrive, and we're seeking an Onboarding Manager to join our dynamic team in Lehi, UT. Your role will be fundamental in the onboarding journey of new customers, acting as their primary contact during the crucial first 30 days. As an Onboarding Manager, you'll be the expert on our lead conversion platform, guiding clients through product integrations and ensuring a smooth transition into our services. You'll coordinate trainings that are tailored to various account locations, helping teams adopt our platform while addressing any customer concerns along the way. Your ability to manage multiple projects simultaneously while creating efficient internal processes will be key to your success. With your exceptional communication skills and a knack for problem-solving, you'll foster strong relationships with clients and facilitate their success with Podium’s cutting-edge tools. If you possess 1-2 years of experience in customer onboarding, preferably in a SaaS environment, and are eager to contribute to a culture that celebrates innovation, Podium is the perfect place for you to grow and make a difference!

Frequently Asked Questions (FAQs) for Onboarding Manager Role at Podium
What responsibilities does the Onboarding Manager at Podium have?

The Onboarding Manager at Podium is responsible for guiding new customers through the implementation of our products, managing account connections, overseeing training sessions across various locations, and ensuring product adoption during the initial period. Additionally, they handle customer issues and work on refining processes to enhance the onboarding experience.

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What qualifications are needed for the Onboarding Manager position at Podium?

Candidates for the Onboarding Manager role at Podium should ideally have 1-2 years of experience in customer onboarding or implementation, with SaaS experience being a plus. Strong communication skills, the ability to manage multiple projects, and proficiency in problem-solving are essential for success in this role.

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What can I expect during the first 30 days as an Onboarding Manager at Podium?

In the first 30 days, an Onboarding Manager at Podium serves as the primary contact for new customers, assisting them through the initial integration of our services. It involves coordinating account setups, conducting training sessions, managing potential escalations, and ensuring that customers are adopting our platform effectively.

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Does Podium provide any specific training for the Onboarding Manager role?

Yes, Podium equips the Onboarding Manager with in-depth knowledge of the Podium platform and its various features. Continuous training and resources are provided to ensure you're well-prepared to support our clients and address any potential challenges that arise during onboarding.

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What career growth opportunities exist for the Onboarding Manager role at Podium?

Podium is committed to fostering talent and growth, offering various career advancement opportunities within the company for the Onboarding Manager role. Those who excel in this position can move into customer success, product management, or management roles in various departments.

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Common Interview Questions for Onboarding Manager
How would you manage multiple onboarding projects at Podium?

To manage multiple onboarding projects, I prioritize tasks based on urgency and impact. I utilize project management tools to track progress and set regular check-ins with clients to ensure open communication. This helps in anticipating challenges and ensuring timely completion of onboarding processes.

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Can you describe your experience with customer training?

I have conducted training sessions for diverse client groups, ensuring that the content is tailored to their specific needs. I prioritize engagement by incorporating interactive elements into the training and providing follow-up materials to reinforce learning.

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What strategies do you use to ensure product adoption?

To ensure product adoption, I implement a combination of proactive outreach, health scoring, and feedback collection. Regularly checking in with users and providing tailored resources allows me to identify any barriers to adoption early and address them effectively.

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How do you handle customer escalations during the onboarding process?

When handling escalations, I start by listening to the customer's concerns to understand the issue fully. I then communicate transparently about how I plan to address the situation, involve necessary team members, and follow up to ensure the resolution meets their expectations.

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Describe how you would create a new onboarding process at Podium.

Creating a new onboarding process involves assessing current workflows, gathering feedback from stakeholders, and identifying areas for improvement. I'd collaborate with cross-functional teams to implement standardized practices that enhance the overall onboarding experience while remaining adaptable to future changes.

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What role does communication play in your onboarding strategy?

Communication is central to my onboarding strategy. I maintain clear and consistent communication with customers, providing updates and resources at each stage of the onboarding process. This fosters trust, minimizes misunderstandings, and ensures clients feel supported throughout their journey.

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How do you measure the success of newly onboarded clients?

I measure success through KPIs such as the time taken for full adoption, customer feedback, and retention rates post-onboarding. Additionally, tracking usage analytics helps identify how well clients are leveraging the product and whether additional support is needed.

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What tools have you used to manage onboarding processes?

I've used a variety of tools including Gainsight and Salesforce for tracking customer interactions, progress reports, and integration status. Additionally, I find project management software helpful for organizing tasks and timelines related to onboarding.

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How would you adjust your onboarding approach if a client had unique needs?

If a client has unique needs, I would first gather detailed information about their requirements through targeted discussions. I would then customize the onboarding process, potentially altering the training format and tools, to ensure that we address their specific objectives effectively.

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What do you think makes a successful onboarding experience?

A successful onboarding experience is characterized by clear communication, tailored training, prompt responses to queries, and a strong follow-up mechanism. It's about ensuring the client not only feels informed but also empowered to make the most of the product from the start.

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Full-time, on-site
DATE POSTED
December 1, 2024

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