Customer Onboarding Manager
Customer Success /
In this crucial role, you will drive the adoption, expansion, and results of our new lender customers through in-depth implementation and project management. This means you’ll manage the onboarding of a handful of enterprise key accounts while simultaneously improving our approach.
Snapdocs is an early-stage, rapidly growing company backed by investors like Sequoia Capital, SV Angel, FPrime, and Y Combinator. We are tackling the massive mortgage market, developing modern software for an industry that still relies on fax machines and manila envelopes. We bring security, efficiency, and joy to a paper-based pillar of the US economy. As we expand our product offering and tackle a broader swath of customers, we need to grow our team with smart, hungry, and curious people. That’s where you come in...
You will engage hands-on with customers in this role, but you’ll also develop processes, tools, and collateral to make our customer onboarding processes more efficient and simple as the business grows. You will gather feedback from customers on platform strengths, challenges, and opportunities, and champion that feedback to stakeholders and product teams. You understand that a successful implementation and onboarding experience will lay the groundwork for a long term relationship, and work closely to ensure our clients’ success.
Our ideal candidate has 7+ years in project and account management or implementations where you have had to advise clients, build strategic relationships, implement and onboard complex customers, and run multiple efficient projects at once. You have also dug deep into data to inform your decisions, and have connected these insights back to clear business results. Over that time, you’ve developed a toolkit of consulting and project management diagnostics, frameworks, and strategies that you’re eager to put in place at an early stage company. Clients have come to respect and trust you for your ability to simply communicate complex ideas, ask great questions, listen to various perspectives, and prescribe the best course of action. Similarly, your team views you as a hyper-effective person who can dig into the weeds, pull up to connect back to strategy, and generally “gets stuff done.”
Snapdocs’ culture is one that strongly values diversity and drive. We want to work with people of different backgrounds and different paths in life, and we trust our team members to make smart decisions. This means we value independent work as well as collaboration. We provide a slew of excellent benefits ranging from the standard stuff like a matching 401(k), 21 days PTO, work from home wellness reimbursements to the not so standard 10-year exercise window on your options! Once we’re safely back in the offices- which are in the heart of the FiDi in San Francisco and downtown Denver- we’ll still offer flexibility in deciding where, exactly, you work best.