Customer Onboarding Manager

AskReply • Phoenix, AZ

4d

About The Position

Are you passionate about delivering exceptional customer experiences and helping clients succeed with powerful technology? B2Gnow is looking for a Customer Onboarding Manager to guide new customers through a smooth and efficient onboarding process — setting the tone for long-term success. This role is perfect for someone who thrives in a collaborative environment, understands SaaS workflows, and enjoys helping others maximize the value of technology. If you're excited by process improvement, relationship-building, and cross-functional teamwork, we’d love to hear from you! B2Gnow delivers leading software solutions that promote accountability, transparency, and compliance in public and private contracting. For over 25 years, agencies across North America, including federal, state, local, education, and Fortune 500 organizations have relied on B2Gnow to manage complex compliance programs. B2Gnow’s technology enhances transparency, reduces risk, and strengthens communities. The Opportunities You’ll Have to Learn & Grow: Guide new customers through onboarding and ensure timely, successful setup of products and services Be the primary point of contact during onboarding and build strong, trust-based relationships Partner with Sales, Account Management, Product, Customer Education, and Support teams to deliver a seamless experience Educate customers on system use and best practices to drive adoption and long-term value Identify and address potential challenges early in the onboarding process Troubleshoot onboarding issues, escalating as needed Collaborate with the Customer Success team for a smooth post-onboarding transition Occasional travel (1–2 times/year) to corporate locations Perform other duties as assigned What You’ll Bring to the Role: 3–4 years of experience in customer onboarding or a similar role, ideally within a SaaS environment Strong ability to guide clients through product activation, relationship-building, and onboarding success Proven cross-functional collaboration skills that ensure a personalized onboarding experience Bachelor’s degree or equivalent work experience Proficiency with MS Office or Google Suite Familiarity with Salesforce and JIRA B2Gnow provides a competitive benefits package designed to support your health, financial security, and work-life balance as a full-time employee: Comprehensive Coverage from Day One: Medical, dental, and vision insurance begin on your first day of full-time employment. Choice and Flexibility: Select from 11 nationwide UnitedHealthcare plans to best meet your and your family’s needs. One plan is 100% employer-paid for employee-only coverage. Affordable Dental & Vision Options: Offered with low employee cost-sharing. 401(k) Retirement Savings: 100% employer match up to 4% of your pre-tax salary contributions, with immediate vesting after three months. Income Protection: Employer-paid short- and long-term disability coverage to provide financial peace of mind. Generous Paid Time Off: Enjoy 20 days of PTO, 14 paid holidays, and Summer Fridays to promote work-life balance and time to recharge. If you’re a driven, relationship-focused professional, looking to make a direct impact on company growth, we’d love to meet you.

Requirements

• 3–4 years of experience in customer onboarding or a similar role, ideally within a SaaS environment
• Strong ability to guide clients through product activation, relationship-building, and onboarding success
• Proven cross-functional collaboration skills that ensure a personalized onboarding experience
• Bachelor’s degree or equivalent work experience
• Proficiency with MS Office or Google Suite
• Familiarity with Salesforce and JIRA

Responsibilities

• Guide new customers through onboarding and ensure timely, successful setup of products and services
• Be the primary point of contact during onboarding and build strong, trust-based relationships
• Partner with Sales, Account Management, Product, Customer Education, and Support teams to deliver a seamless experience
• Educate customers on system use and best practices to drive adoption and long-term value
• Identify and address potential challenges early in the onboarding process
• Troubleshoot onboarding issues, escalating as needed
• Collaborate with the Customer Success team for a smooth post-onboarding transition
• Occasional travel (1–2 times/year) to corporate locations
• Perform other duties as assigned

Benefits

• Comprehensive Coverage from Day One: Medical, dental, and vision insurance begin on your first day of full-time employment.
• Choice and Flexibility: Select from 11 nationwide UnitedHealthcare plans to best meet your and your family’s needs. One plan is 100% employer-paid for employee-only coverage.
• Affordable Dental & Vision Options: Offered with low employee cost-sharing.
• 401(k) Retirement Savings: 100% employer match up to 4% of your pre-tax salary contributions, with immediate vesting after three months.
• Income Protection: Employer-paid short- and long-term disability coverage to provide financial peace of mind.
• Generous Paid Time Off: Enjoy 20 days of PTO, 14 paid holidays, and Summer Fridays to promote work-life balance and time to recharge.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level