Onboarding Manager (SaaS)

TL;DR

Onboarding Manager (SaaS): Leading new customers from purchase to first value by managing the initial configuration and enablement process with an accent on technical credibility and relationship management. Focus on reducing time to first value, ensuring early product adoption, and creating seamless handoffs to post-onboarding teams.

Location: Hybrid in Boston, MA or Houston, TX

Company

hirify.global unifies the people and processes that drive commerce, helping over 10,000 customers worldwide align pricing, quoting, and contracting.

What you will do

• Lead onboarding kickoff and discovery conversations to define customer goals, pain points, and success criteria.
• Provide hands-on technical assistance with standardized processes to help customers validate their first end-to-end workflows.
• Coach customers on change management best practices and embed them into the hirify.global ecosystem (Community, Learning Center).
• Own onboarding service requests from start to completion, ensuring clean handoffs to Product Specialists and CSMs.
• Troubleshoot common setup issues independently and partner with Technical Support for advanced technical needs.
• Gather customer feedback via CSAT and NPS to improve onboarding playbooks and programs.

Requirements

• Must be based in or able to work hybrid in Boston, MA or Houston, TX.
• Strong working knowledge of hirify.global’s solutions and Salesforce fundamentals (profiles, permission sets, org setup).
• Ability to support API client setup and troubleshoot common configuration issues.
• Familiarity with integrations across CRM, CPQ, CLM, and ERP systems.
• Proven expertise in discovery, requirements gathering, and facilitating group onboarding sessions.
• High emotional intelligence and ability to communicate value and ROI in customer-friendly language.

Culture & Benefits

• Environment grounded in the "hirify.global Way" framework, emphasizing values-driven hiring and decision-making.
• Commitment to a diverse, inclusive, and authentic workplace.
• Opportunities for individual and team development and innovation.
• Vibrant community culture where every voice is heard.