FX Regulatory and Onboarding Specialist at Partners Group supporting FX counterparty and MMF onboarding documentation. Managing workflows, timelines, and ensuring accurate and audit - ready data.
About the role
- Customer Onboarding Manager ensuring successful deployment of SafetyCulture products with customers. Collaborating with Sales and Customer Success teams to deliver projects on time and exceed expectations.
Responsibilities
- Develop and deliver onboarding plans for each customer, aligning with Sales, Product & Customer Success on their goals, timelines and unique needs.
- Lead kick-off meetings, guiding stakeholders through onboarding milestones and providing a clear roadmap for success.
- Project manage multiple customer implementation projects simultaneously.
- Serve as the primary point of contact during onboarding, ensuring timely configuration, training, and go-live success.
- Understand and consult on product and industry best practices in order to act as a trusted advisor to your customers and inspire new use cases with SafetyCulture.
- Identify any risks and obstacles your customers are facing to ensure we stay ahead of customers to reduce churn risks.
- Partner closely with Sales, Product, and Customer Success Managers to ensure a seamless handoff post-onboarding, providing context and insights to maintain customer momentum.
- Build and continuously improve onboarding templates and playbooks to support efficiency and scale as the customer base grows.
Requirements
- 3+ years experience implementing software, consulting, or project management, ideally in a SaaS environment.
- Strong communication, presentation, and interpersonal skills, with experience training groups and facilitating conversations with senior executives.
- Proactive, detail-oriented, and adaptable, with the ability to thrive in a fast-paced, collaborative environment.
- A growth mindset, continuously seeking opportunities to improve processes, learn, and innovate.
- A background in leveraging data through a variety of tools to inform and execute strategies that encourage product adoption.
- Ability to actively listen, understand customer pain points, and take action.
Benefits
- Catered lunches
- Team events
- Cool merch
- Equity for every full-time team member
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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