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Onboarding Manager

Visual Matrix
Richardson, TX

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Job Details

Benefits

Paid parental leave
Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Parental leave
Employee assistance program
Vision insurance
Employee discount
Pet insurance

Qualifications

Client onboarding
Managing clients in a customer support role
Team management
SaaS platforms
Conflict management
Experience with SaaS (as product category for technical sales engineers)
SaaS
Technical Proficiency
Analytics

Full Job Description

Our Benefits Set Us Apart

Insurance

Three outstanding medical plans provided by Aetna – company pays up to 85% of the premiums

- $500 deductible plan, $1500 deductible plan and High Deductible Health Plan
- Medical plans provided by Aetna include 24/7 Nurse Line and Teledoc with access to virtual appointments for physical and mental health providers
Dental and Vision insurance paid 100% by the company
$50,000 life and accidental death policy paid 100% by the Company
Pet Insurance
Legal Insurance
Multiple income protection benefits including:
- Short-term and Long-term disability
- Accident insurance
- Critical illness insurance
- Hospital indemnity

Tax Savings Plans

Health Savings Account for medical costs
Flexible Spending Account for medical costs
Dependent Care Spending Account for day care and adult care costs
Transportation Savings Account for public transportation costs
401k plan provided by Vanguard
- No waiting period – immediate eligibility
- 100% match for the first 3% deferred, 50% match for the next 2% deferred
- Make changes anytime
- Financial advisor available anytime to help you manage your investments

Work/Life Balance

Discretionary Time Off – DTO

- No waiting period – immediate eligibility
- Open-ended policy
- Take time off when you need it, for any reason

Fully Paid Parental Leave

- 12 weeks of paid leave -100% of your pay
- Birthing or non-birthing parents, adoptions, foster care placement

Remote Work Environment

- Work where you want
- Equipment for your home office provided

Wellness Offerings

Employee Assistant Plan (EAP) 100% paid by the Company
Services offered (but not limited to):

- Confidential Emotional Support (Anxiety, depression, stress, grief, life adjustments)
- Work-Life Solutions (finding child/elder care, hiring movers, planning events, pet care)
- Legal Guidance (divorce, adoption, family law, wills, trust)
- Financial Resources (retirement, taxes, mortgages, budgeting)
- Online Support (articles, podcasts, videos, slideshows, on demand training)
- Help for New Parents (preparing emotionally/financially, child care, going back to work)
- Free Online Will Preparation (specify your wishes, funeral/burial instructions, choose a guardian for your children)
- Empowerlinc wellness resources including UBalance with stress management coaching

Multiple resources through Aetna including:

Well-being assessments and personalized health report with recommended actions
Earn gift cards for completing well-being activities
LifeMart Discount program with savings from gyms to car rentals, gifts to groceries, electronics to entertain and more
Exclusive deals from brands you love
LifeBalance wellness benefits with discounts to Noom, burnalong, Happier, Mindfulness.com and BetterHelp

Visual Matrix is always looking for enthusiastic people passionate about driving results through collaboration and know-how in a positive and fun environment! Click here to get started.

Our Onboarding Manager plays a vital role to ensure a smooth and successful transition for clients from the initial sign-up to becoming active and engaged users of our software.

Primary Responsibilities:

Manage the entire process of implementing our software and integrating our clients into our partners’ products
Create and manage the onboarding strategy to ensure team performance is aligning with company and client goals, including defining milestones, setting expectations, and creating a structured plan to facilitate a positive user experience
Collaborate with multiple departments to ensure clients achieve desired outcomes including, identifying potential roadblocks, offering solutions, and providing ongoing support during the onboarding phase.s.
Gather and analyze feedback from clients and partners to identify areas of improvement in the onboarding process and collaborate with cross-functional teams to implement necessary changes.
Create and maintain onboarding process documentation
Collaborate with training department to create user guides, FAQs, and knowledge base articles.
Continuously evaluate and refine the onboarding process based on client feedback, industry best practices, and evolving product requirements.

Experience/Education Requirements:

Proven experience as a SaaS onboarding manager or similar customer success role.
Strong understanding of SaaS business models and customer onboarding best practices.
Bachelor’s degree in a relevant field (business, computer science, or related discipline). An equivalent combination of experience and education is accepted.
Excellent communication and interpersonal skills.
Ability to manage multiple customer onboarding projects simultaneously.
Technical aptitude and the ability to quickly learn and understand software products.
Analytical mindset with the ability to track and interpret customer data and metrics.
Strong problem-solving and conflict-resolution skills.
Self-motivated and able to work independently as well as collaboratively in a team environment.
Experience using customer success platforms or CRM systems is a plus.

Apply Now

Refine Your Search

Matrix Resources jobs

Onboarding Manager

Learning & Development Manager

Human Resources Generalist

Senior Project Manager (Remote)

Client Services Specialist

ASST. RESEARCH DATA COORDINATOR - HYBRID

Project Manager- Curriculum Design and Development Lead

Compensation Analyst II

Administrative Assistant

Senior Manager of Human Resources

HR Specialist (Training)

Assistant Project Manager - LGA

Business Analyst

Manager of Copywriting and Storytelling

Project Manager

Digital Learning Strategist - SuccessFactors Learning Strategy & Technology

Research Scholar

Customer Service Coordinator

Client Delivery Manager

Brand Copywriter

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