Customer Onboarding Manager II

ZoomInfo ZoomInfo · Enterprise · Chennai, Tamil Nadu, India · 864 Client Services - Onboarding

This role manages the end-to-end onboarding process for ZoomInfo customers, ensuring a smooth implementation and transition to customer success teams. It involves coordinating with cross-functional teams, managing multiple projects, and providing best practices to customers.

What you'd actually do

  1. Manage the comprehensive onboarding for all ZoomInfo customers (including new business, renewals, and upsells) to ensure customers receive a highly organized program with detailed goals, timelines, and processes. Serve as primary point of contact for customers during the onboarding and implementation phase of the customer lifecycle.
  2. Build implementation strategies to ensure customers in all customer segments are onboarded within the defined SLAs. Coordinate communication with other areas of the business to ensure a streamlined approach for each and every customer.
  3. Work directly with customers to set appropriate expectations, address customer goals, determine target dates, manage customer tasks, and provide regular project updates during the onboarding phase of the customer lifecycle.
  4. Collaborate with the customer success team, customer training team, and customer integrations team to create a streamlined and cohesive approach that allows customers to get successfully implemented and trained.
  5. Manage multiple simultaneous onboarding projects at one time, balancing priorities of business results, customer satisfaction, and technical quality. This includes being an asset to the Customer Success Manager, Learning & Development Manager, and Integrations and/or Solutions Engineer while being an advocate for the customer.

Skills

Required

  • Customer onboarding
  • Project management
  • SaaS environment experience
  • Customer success
  • Salesforce CRM
  • Communication skills
  • Problem-solving skills
  • Adaptability

Nice to have

  • Previous experience with ZoomInfo and/or ZoomInfo certification

What the JD emphasized

  • At least 3 to 5 years of customer success and/or project management, ideally in a SaaS environment.
  • Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work.
  • Highly familiar with Salesforce CRM.