95 customer onboarding manager jobs at 70 companies in Texas
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Customer Onboarding Manager
Plano or Vancouver or Foster City or Tel Aviv or Toronto or London or Amsterdam or Tbilisi or Medellin or Israel or San Francisco or United States or Canada
$88k-$110k/yrHybridFull Time
Tipalti: Private fintech providing accounts-payable, payments, procurement, expense, and treasury automation for mid-market businesses.
4+ YOERequires 4+ years of SaaS implementation, project management, consulting, onboarding, or customer success experience, strong communication and project management skills, and rapid adaptability.
NetSuite, QuickBooks, Intacct, HTML, CSS, JavaScript, API
AxisCare: Private SaaS providing home care agencies with scheduling, operations, billing, and compliance software.
Bachelor's or equivalent experience; customer success experience; strong written and verbal communication; detail oriented and analytical; increase customer satisfaction; conduct video calls and use software.
Redgate Software: Software is a UK database-management software serving IT leaders, developers, and operations teams.
Experienced in onboarding/customer success in software, able to deliver onboarding plans, work with business and technical stakeholders, use CRM systems, strong communication, empathy, project management and commercial acumen.
Texas or New York or South Carolina or North Carolina or Colorado or Florida or Utah or Georgia
$70k-$90k/yrRemoteFull Time
Connecteam: One app. One place. One way of working.
2+ YOE2+ years in SaaS onboarding or customer-facing roles, SMB experience preferred; strong presentation, training, organizational skills; tech-savvy and able to manage multiple onboarding projects.
PK Software: PCCA is a private pharmaceutical supplier providing compounding ingredients, equipment, education, software, and support to pharmacies.
3+ YOERequires 3–5+ years in customer education, training, onboarding, instructional design, or software enablement; LMS administration, course creation, video production, instructional design, presentation, writing, project management, and data analysis skills.
Learning Management System (LMS), Camtasia, Descript, Loom, Thought Industries, Skilljar, LearnUpon, Absorb
RealPage: Provider of AI-enabled software and data analytics for real estate.
6+ YOERequires six years of implementation or project management experience, complex project and portfolio management, RealPage or multifamily industry experience, strong communication, documentation, and customer success skills.
Mudflap: Private fintech providing a fuel-discount marketplace and fleet card for U.S. truckers and small fleets.
6+ YOE6+ years in growth, onboarding, operations, or customer lifecycle leadership; proven ability to improve conversion, activation, retention, and engagement; analytical with data-driven approach; strong people leadership; interest in AI and automation; experience in PLG, fintech, logistics, marketplaces, or mobility a plus.
Kestra Financial: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
3+ YOEBachelor's degree preferred; 3 years of financial services experience; strong communication, analytical, presentation, customer service, project management, computer, and time management skills. Series 7 and 65/66 preferred.
Zoom, Salesforce, Microsoft SharePoint, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Redtail, Albridge, eMoney
Kestra Financial: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
3+ YOEThree years in financial services, business-related bachelor's degree preferred, strong communication, analytical, presentation, project management, computer, and customer service skills; Series 7, 65/66 preferred.
Zoom, Salesforce, Microsoft SharePoint, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Redtail, Albridge, eMoney
MANAGER, Annuity New Business Product Onboarding Manager
Dallas, Texas, United States
$73k-$104k/yrHybridFull Time
New York Life Insurance: Mutual life insurance providing insurance and investment solutions.
3+ YOERequires 3–5 years in customer service, operations, new business processing, call center, or financial services; team leadership, workflow management, data analysis, communication, and Microsoft Office proficiency. Bachelor's degree preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ChatGPT, Microsoft Copilot
Sparta Commodities: The complete-pilot for oil trading desks
Manage client onboarding, adoption, retention and growth for a portfolio of commodity trading customers; strong customer-facing experience, communication, analytical and process skills; familiarity with trading workflows.
AllianceHCM: Cloud-based payroll and human capital management software provider.
5+ YOE5+ Mgmt5+ years leading implementation/customer success teams in SaaS/HCM; strong technical foundation, project management, analytics, escalation ownership, hands-on implementation and integrations.
MANAGER, Annuity New Business Product Onboarding Manager
Dallas, Texas, United States
$73k-$104k/yrHybridFull Time
New York Life Insurance: Mutual life insurance providing insurance and investment solutions.
3+ YOERequires 3–5 years in customer service, operations, new business processing, call center, or financial services; demonstrated team leadership; operational analysis; communication; Microsoft Office proficiency; Dallas office attendance.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ChatGPT, Microsoft Copilot
Dover Fueling Solutions: Dover subsidiary supplying fueling equipment, payment systems, tank gauges, software, and charging solutions to retail and fleet operators.
5+ YOERequires 5–7 years in customer success, account management, or support; cloud solution deployment and enterprise onboarding experience; CRM and SharePoint familiarity; process improvement and cross-functional leadership skills.
Chicago or New York City or Austin or Berlin or Bucharest or Dubai or Jakarta or London or Paris or San Francisco or São Paulo or Singapore or Seoul or Sydney or Tokyo
$80k-$125k/yrHybridFull Time
BrazeNASDAQ: BRZE: Customer engagement platform for cross-channel marketing and analytics.
3+ YOERequires 3–6 years of relevant customer success, onboarding, implementation, or project management experience, complex account management, strong communication, technical domain knowledge, and project management expertise.
CareGard Warranty Services: Privately held automotive F&I administrator serving agents and dealers with vehicle service contracts, GAP, and warranty programs.
Experience in account management or customer success, strong communication and organization, ability to onboard and support dealer/agent partners, cross-functional collaboration skills.
DealHub: SaaS revenue platform that helps enterprise sales teams quote, contract, bill, and manage subscriptions.
5+ YOE5+ years CSM experience in SaaS, proven onboarding/implementation expertise, strong CRM knowledge (Salesforce, Microsoft Dynamics, HubSpot), CPQ experience advantageous, excellent communication and native-level English.