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Onboarding Manager, Customer Success

ABOUT SITELINE

Siteline is a Series A SaaS startup in the construction billing space. We're a team of 28 full-time employees who live and work remotely across the U.S. and Canada, with a small in-person office in San Francisco as well. Siteline is venture-backed, woman-owned, and on a consistent upward trajectory.

What problems are we solving?

We're on a mission to modernize finance for construction, an industry that employs 1 out of every 10 workers, but lacks good software tools to get the job done. Payments in construction are fundamentally broken — the antiquated billing process hasn't evolved in decades, and construction is one of the slowest industries to get paid in. We've found a unique wedge into this huge market and are growing quickly.
 

Why are we building this?

Millions of hardworking people are affected by this broken system — in turn making construction more expensive and inefficient for society every year. When everyone up and down the chain is on the same page with payments, contractors can focus on actually building, instead of mountains of paperwork. We’re reimagining construction finance to help contractors get paid, grow their business, and build a better future for all of us.

ABOUT THE ROLE

As an Onboarding Manager, you’ll be the driving force behind our new customers' success, guiding them through a seamless onboarding journey and ensuring they're fully integrated with Siteline from day one. Your mission? Deliver rapid time-to-first-value (TTFV), ignite product adoption, and pave the way for a smooth handoff to the Customer Success team by month six. You’ll work with accounts of all sizes, but your experience with larger, more strategic clients will be key in enhancing satisfaction and creating an exceptional customer experience. If you love making an impact and delivering results, this is the role for you!

Key Responsibilities:

  • Act as the primary point of contact for new customers throughout the first six months.
  • Guide customers through the onboarding process, ensuring integrations are in place and smooth product adoption.
  • Monitor and optimize TTFV for all new customers, ensuring that they experience early wins with the product.
  • Focus on product adoption to increase product usage and build our fanbase.
  • Collaborate closely with internal Support, Engineering, and Product teams to resolve technical issues quickly and efficiently.
  • Provide insights and feedback to the Product and Engineering teams to continually improve the customer experience.
  • Ensure a structured and timely handoff to the Customer Success team for ongoing management.
  • Monitor KPIs such as TTFV, graduation rates for new accounts, product adoption metrics, and customer satisfaction.

WHAT WE'RE LOOKING FOR

  • 5+ years in an onboarding or customer success role, ideally within SaaS, with enterprise clients.
  • Proven experience managing onboarding or implementation for complex products, including ERP systems.
  • Strong project management, problem-solving, and communication skills.
  • Experience working with construction tech or ERP systems is highly preferred.
  • Ability to manage multiple accounts with a focus on larger, strategic customers.
  • Must be located in the US or Canada, ideally within the Central or Eastern time zones.
  • Startup experience preferred, but not required
  • Potential occasional travel for conferences or customer visits (< 10%)

WHAT WE OFFER

  • Competitive Salary: We provide a salary that reflects your skills and experience, along with opportunities for performance-based bonuses. For this role, we are targeting a range of:

    • US Remote: USD $72K - $95K

    • Canada Remote: CAD $81k - $114K

  • Flexible Work Environment: Enjoy the freedom to choose your work hours and the option to work remotely, promoting a healthy work-life balance. We have a small office in SF, but most of our team works remotely across the U.S. and Canada.

  • Health & Wellness Benefits: Comprehensive health, dental, and vision insurance to support your well-being, along with wellness programs and resources.

  • Professional Development: Annual $1K learning stipend to use toward classes, certifications, conferences, or other meaningful career development.

  • Collaborative Culture: Join a supportive team that values creativity, innovation, and open communication, where your ideas are encouraged and celebrated.

  • Equity Options: As a startup, we offer equity options to ensure that you share in our success as we grow together.

  • Paid Time Off: Unlimited PTO policy with an encouraged three-week annual minimum.

  • Team Events: We regularly host virtual team social activities and happy hours, and travel to meet in-person 1-2 times a year. (In 2024 we all went to Chicago!)

INTERVIEW PROCESS

We value a transparent and straightforward process, and hope that providing this context up front gives you useful insight into what to expect. We may make edits, but the process will look something like:

  1. Application Review
  2. Hiring Manager Video Interview | 30-45 min
  3. Take-Home Exercise | Intended to be completed in 2 hrs or less
  4. Panel Interview | 30-45 min
  5. Cofounder Video Interview | 30-45 min

Company values

Move Quickly, Together
Speed is our advantage, but alignment is our path to victory. We will go farthest, fastest if we work in unison. Prioritize the mission, establish clear owners and deliverables, and execute with confidence.
 
Reach for the Sky
We are curious, open-minded, and courageous. We challenge ourselves and each other to ask more questions, push boundaries, and deliver excellence every day.
 
Run Lean
Construction is a scrappy industry where companies must do more with less. Same here. Operate efficiently, optimize strategically, and always get the most bang for our buck.
 
Be the Steel
Builds fail when the foundation is faulty. The same is true for us. Exercise good judgment, deliver on your commitments, and know your capacity—every base has its threshold, after all. Most importantly, back your teammates. We’re stronger than reinforced concrete when we support each other.
 
Build Our Fanbase
Our mission is to grow the size of the pie for everyone in construction. We only achieve that audacious goal if we keep our customers front and center. Work tenaciously to build smarter systems that solve real problems for our customers, positively impact their businesses and lives, and make them loyal fans.
 
Shoot Straight
We speak directly, candidly, and respectfully. We prioritize transparency, err on over-communicating, and understand that differing opinions and perspectives are part of a healthy company. Ultimately, it’s okay to disagree with—but still commit to—the chosen direction.
 
At Siteline, we're looking for people with passion, grit, and integrity. We encourage you to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. We know that diverse perspectives foster the innovation we need to be successful, and we are committed to building a team that encompasses a variety of backgrounds, experiences, and skills. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Join us!

Average salary estimate

$83500 / YEARLY (est.)
min
max
$72000K
$95000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Onboarding Manager, Customer Success, Siteline

At Siteline, we're searching for a passionate Onboarding Manager in Customer Success to join our innovative team. This is an exciting opportunity for someone who thrives in a dynamic, remote-first company dedicated to transforming the construction billing landscape. As part of our adventure, you'll play a crucial role in onboarding our new clients, ensuring they enjoy a seamless transition while unlocking the incredible value our SaaS solutions deliver. From day one, you'll guide customers through their onboarding journey, effectively communicating and collaborating with internal teams to provide quick solutions to any challenges that may arise. At Siteline, we recognize that your primary goal is to fuel product adoption and drive rapid time-to-first-value. You'll harness your creativity and expertise with larger strategic clients, aiming to enhance their satisfaction and deepen their connection with our offerings. Not only will you monitor key metrics like product usage and customer satisfaction, but you'll also gather valuable feedback to help us continually improve our services. If you're a forward-thinking individual with a knack for facilitating success, this role at Siteline is the perfect match for your skills. Join us in our mission to revolutionize finance for the construction industry and empower contractors to focus on what they do best—building a better tomorrow. Apply now to see how you can make an impact with us!

Frequently Asked Questions (FAQs) for Onboarding Manager, Customer Success Role at Siteline
What qualifications do I need to become an Onboarding Manager at Siteline?

To become an Onboarding Manager at Siteline, you'll need a minimum of 5 years of experience in onboarding or customer success roles, particularly within a SaaS environment. Experience managing onboarding for complex products, including ERP systems, is highly desirable. Strong communication, problem-solving, and project management skills are essential, along with the ability to handle larger, strategic clients.

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What is the role of an Onboarding Manager at Siteline?

As an Onboarding Manager at Siteline, your primary responsibility is to lead our new clients through an effective onboarding journey. You will ensure timely product adoption, monitor key performance indicators, and collaborate with various internal teams to optimize the customer experience. The goal is to drive rapid time-to-first-value and set our customers up for long-term success.

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What does the onboarding process look like at Siteline?

The onboarding process at Siteline involves guiding new customers through a structured journey over their first six months. You will assist with integrations, promote product adoption, and monitor key metrics to ensure customers experience early successes with our platform, leading to a smoother handoff to the Customer Success team.

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What is Siteline's company culture like for an Onboarding Manager?

Siteline fosters a collaborative and innovative company culture. As an Onboarding Manager, you will be part of a supportive team that values creativity, open communication, and diverse perspectives. We encourage continuous professional development and prioritize flexibility to help maintain a healthy work-life balance.

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How can I prepare for an Onboarding Manager interview at Siteline?

To prepare for an interview for the Onboarding Manager position at Siteline, review common customer onboarding scenarios, familiarize yourself with ERP systems and the construction industry, and prepare to discuss your past experiences in managing customer success initiatives. Be ready to demonstrate your problem-solving and communication skills, as they'll be key in your role.

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What benefits does Siteline offer to its Onboarding Managers?

Siteline offers competitive salaries, flexible work arrangements, comprehensive health and wellness benefits, an annual learning stipend for professional development, equity options, unlimited PTO, and regular team events. We strive to support our employees' well-being and growth within the company.

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What is Siteline's mission for the construction industry?

Siteline's mission is to modernize finance for the construction industry, addressing antiquated billing processes and improving payment efficiency. By providing innovative software solutions, we aim to empower contractors and transform how they manage their financial operations.

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Common Interview Questions for Onboarding Manager, Customer Success
How do you prioritize onboarding tasks for multiple clients?

When prioritizing onboarding tasks for multiple clients, I first assess each client's unique needs and deadlines. I utilize project management tools to create timelines and allocate resources effectively. Establishing clear communication channels and regular check-ins with clients also enables me to adapt their onboarding plans based on emerging needs and adjust priorities accordingly.

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Can you describe your experience with ERP systems in onboarding?

My experience with ERP systems in onboarding involves guiding clients through complex integrations and training them on how to leverage the system effectively. I focus on demonstrating key functionalities tailored to their specific use cases, while ensuring they feel supported and confident using the software. Sharing success stories and early wins helps solidify their enthusiasm and commitment.

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What strategies do you use to ensure high product adoption rates?

To ensure high product adoption rates, I emphasize the importance of early engagement during the onboarding process, offering personalized training sessions and resources that cater to each client's needs. I also monitor usage statistics and solicit feedback regularly, encouraging open communication to address any obstacles and promote ongoing engagement with the product.

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How do you handle technical challenges during onboarding?

When faced with technical challenges during onboarding, I first assess the issue and gather all necessary information to understand the problem fully. I then collaborate with internal support and engineering teams to align on a solution. Maintaining transparency with the client about the steps being taken ensures a positive experience even when hurdles arise.

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What methods do you employ to measure onboarding success?

I employ a combination of quantitative and qualitative metrics to measure onboarding success, including tracking time-to-first-value, product usage rates, and customer satisfaction scores. Additionally, gathering client feedback through surveys and one-on-one conversations helps to assess their perceived onboarding experience and identify areas for improvement.

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How do you build relationships with new clients during onboarding?

Building relationships with new clients during onboarding involves open communication and genuine engagement. I prioritize understanding their unique business needs, conducting regular follow-ups, and providing tailored solutions to foster trust. Personalizing my approach and celebrating their milestones along the way helps to create a welcoming and collaborative environment.

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What role does feedback play in your onboarding process?

Feedback is crucial in my onboarding process as it provides insights into areas for improvement and helps to refine the overall experience. I actively solicit feedback at different stages, addressing concerns promptly and making adjustments as necessary. This commitment to continuous improvement not only enhances the experience for my clients but also strengthens our relationship.

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Can you share an experience where you improved an onboarding process?

In a previous role, I identified a bottleneck in the onboarding process that was causing delays. By analyzing client feedback, I discovered that extra training sessions were needed. I implemented these additional sessions and streamlined the communication process, which reduced onboarding time by 20% while also increasing client satisfaction scores significantly.

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How do you ensure a smooth handoff to the Customer Success team?

To ensure a smooth handoff to the Customer Success team, I establish clear milestones with the client throughout the onboarding phase and communicate these to the Customer Success team. I prepare thorough documentation detailing the client's goals, experiences, and preferences, which ensures consistency and continuity in support from the Customer Success team.

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What motivates you in your role as an Onboarding Manager?

My motivation as an Onboarding Manager stems from my passion for helping clients achieve success. Seeing their excitement as they discover the value of our product and knowing that I played a pivotal role in their journey is incredibly fulfilling. I am driven by the challenge of continuously optimizing the onboarding process to deliver exceptional results for both clients and my team.

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The industry's first purpose-built solution for trade contractors, Siteline frees contractors up to focus on building, not billing. Siteline's easy-to-use tool allows contractors to compile accurate payment applications, manage compliance and lien...

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Full-time, remote
DATE POSTED
November 28, 2024

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