Senior Manager, Onboarding Success leading team initiatives and ensuring client satisfaction. Overseeing onboarding processes and developing strong client relationships across North America.
Responsibilities
Project Management acumen: Ability to prioritize, solution and deliver a wide range of onboarding needs on time, within budget and inside applicable regulatory frameworks
Deepen Client Relationships: Build and maintain strategic relationships with key US clients, serving as a trusted advisor to ensure long-term satisfaction and retention
Deliver Seamless Service: Collaborate closely with internal teams to ensure smooth onboarding and delivery of services to our clients including ensuring accurate first-time invoicing and remittances, and white glove handoffs of new sites to Customer Success
Lead and Develop Talent: Manage and coach a team of direct reports, fostering a culture of accountability, customer focus, and performance excellence.
Partner with internal stakeholders: identify, solution and overcome internal roadblocks to ensure a smooth onboarding experience for our clients
Client Advocacy: Serve as the escalation point for critical client issues, ensuring timely resolution and proactive communication.
Deliver Key Touchpoints: Lead executive-level engagements such as quarterly business reviews (QBRs), project kickoffs, and property or condo board meetings.
Client Communication Strategy: Design and implement client outreach programs and communication strategies that strengthen client confidence and showcase Metergy’s value.
Onboarding Success Metrics: Develop KPIs to track team performance, client health, and overall program impact.
Champion Best Practices: Stay informed on industry trends and apply insights to continuously improve onboarding success strategies and service models.
Requirements
3+ years leading a front-line team
5+ years in client success, account management, or a related field
3+ years of strong Project Management experience
Strong communicator with executive presence and experience managing client relationships.
Skilled at translating complex topics into clear, client-facing communications and presentations.
Proven ability to lead high-performing teams and drive client satisfaction.
Experience collaborating across internal teams to deliver seamless service.
Proficient in Salesforce or similar CRM tools.
Creative problem-solver with strong business acumen.
Comfortable in fast-paced, high-growth environments.
Willing to travel for client meetings and key engagements.
Real estate or property management experience is an asset.
Benefits
Excellent health coverage and life insurance benefits – no waiting period!
Company-paid Long-Term Disability and Basic Life Coverage
Flexible Spending Account (FSA) options
401K plan with immediate company match
Generous Paid Time Off Plan plus 10 paid holidays
Summer hours to enjoy the weather
Regular Social events - happy hours, summer & holiday parties, & more
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