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crm salesforce saas project management data migration📋 Description
- Manage onboarding projects from kickoff to activation.
- Primary customer contact during onboarding; ensure CX.
- Coordinate onboarding plans, timelines, milestones, and deliverables.
- Track progress and document in Salesforce, GuideCX, and systems.
- Identify risks or blockers early; escalate as needed.
- Partner with Sales, Product, Engineering, Data Migration, Support, Education, CS.
🎯 Requirements
- 1–3 years in onboarding, project coordination, CS, or account mgmt.
- Strong organizational and time management skills.
- Ability to manage multiple projects and priorities.
- Strong written and verbal communication.
- Technical aptitude; learn SaaS onboarding workflows and configurations.
- Willingness to learn and develop PM and onboarding skills.
- Bonus: Salesforce/GuideCX experience or wellness industry background.
🎁 Benefits
- 401(k) match plus medical, dental, vision, and life insurance.
- Flexible vacation policy.
- Fully remote with monthly WFH stipend.
- Family planning resources and support programs.
- Equity and Boulevard Bucks Learning & Development program.
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