Customer Success Onboarding Manager - Spend Management
$98,345–$115,700 year
Hybrid · Los Angeles, California, United States
Job Summary
Customer Success Onboarding Manager for Spend Management leads onboarding for SMB/business credit-card clients, collaborating with BBRMs, BCS, SBS, and cross-functional teams to ensure rapid feature adoption and a seamless setup of the Spend Management platform. Focused on high-priority accounts, this role coordinates with technical support and product teams to resolve integration issues, measures success via activation rates, MAU, and feature depth, and operates as an individual contributor with potential path to leadership based on ROI. The role requires strong consultative skills, ability to influence executive stakeholders, and a track record of improving customer satisfaction and long-term retention in a fast-growing B2B SaaS environment. The position follows a hybrid schedule with in-office expectations of 3 or more days per week and remote flexibility for the remaining days.
Required Qualifications
- Bachelor’s degree, or equivalent work experience
- Typically five or more years of relevant experience
Desired Qualifications
- Proven results onboarding business clients onto B2B SaaS products
- Strong consultative approach
- Ability to understand customer business needs
- Guide implementation decisions
- Drive value realization quickly
- Comfort with executive-level stakeholders
- Presenting updates to leadership
- Influencing decisions
- Navigating competing priorities
- Translate customer feedback into actionable insights
- Partner cross-functionally to improve product and onboarding experiences
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