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crm slack project management onboarding asana📋 Description
- Partner with new customers to translate goals into onboarding workflows.
- Lead onboarding experiences for setup and long-term adoption.
- Guide customers through monitoring, reporting, media database, and pitching.
- Configure monitoring inputs, trackers, boolean logic, and reporting structures.
- Establish foundational context to support future feature adoption.
- Manage 25-30 onboardings concurrently with cross-functional partners.
🎯 Requirements
- 2+ years in customer onboarding, customer success, or SaaS.
- Translate goals into structured onboardings and workflows.
- Experience configuring search logic (Boolean) and precision vs scalability.
- Thrives in a fully remote environment using Slack, Asana, and CRMs.
- Enjoy building scalable processes for evolving product needs.
- Able to manage multiple onboarding projects with strong communication.
🎁 Benefits
- Fully distributed remote team
- Home office stipend and internet reimbursement
- Health, dental, vision insurance for employees
- 401(k) with employer contributions
- Equity opportunities
- Wellness stipend and Headspace access
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