Hybrid Senior Manager, Onboarding Success

Posted last month

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About the role

  • Senior Manager, Onboarding Success leading team initiatives and ensuring client satisfaction. Overseeing onboarding processes and developing strong client relationships across North America.

Responsibilities

  • Project Management acumen: Ability to prioritize, solution and deliver a wide range of onboarding needs on time, within budget and inside applicable regulatory frameworks
  • Deepen Client Relationships: Build and maintain strategic relationships with key US clients, serving as a trusted advisor to ensure long-term satisfaction and retention
  • Deliver Seamless Service: Collaborate closely with internal teams to ensure smooth onboarding and delivery of services to our clients including ensuring accurate first-time invoicing and remittances, and white glove handoffs of new sites to Customer Success
  • Lead and Develop Talent: Manage and coach a team of direct reports, fostering a culture of accountability, customer focus, and performance excellence.
  • Partner with internal stakeholders: identify, solution and overcome internal roadblocks to ensure a smooth onboarding experience for our clients
  • Client Advocacy: Serve as the escalation point for critical client issues, ensuring timely resolution and proactive communication.
  • Deliver Key Touchpoints: Lead executive-level engagements such as quarterly business reviews (QBRs), project kickoffs, and property or condo board meetings.
  • Client Communication Strategy: Design and implement client outreach programs and communication strategies that strengthen client confidence and showcase Metergy’s value.
  • Onboarding Success Metrics: Develop KPIs to track team performance, client health, and overall program impact.
  • Champion Best Practices: Stay informed on industry trends and apply insights to continuously improve onboarding success strategies and service models.

Requirements

  • 3+ years leading a front-line team
  • 5+ years in client success, account management, or a related field
  • 3+ years of strong Project Management experience
  • Strong communicator with executive presence and experience managing client relationships.
  • Skilled at translating complex topics into clear, client-facing communications and presentations.
  • Proven ability to lead high-performing teams and drive client satisfaction.
  • Experience collaborating across internal teams to deliver seamless service.
  • Proficient in Salesforce or similar CRM tools.
  • Creative problem-solver with strong business acumen.
  • Comfortable in fast-paced, high-growth environments.
  • Willing to travel for client meetings and key engagements.
  • Real estate or property management experience is an asset.

Benefits

  • Excellent health coverage and life insurance benefits – no waiting period!
  • Company-paid Long-Term Disability and Basic Life Coverage
  • Flexible Spending Account (FSA) options
  • 401K plan with immediate company match
  • Generous Paid Time Off Plan plus 10 paid holidays
  • Summer hours to enjoy the weather
  • Regular Social events - happy hours, summer & holiday parties, & more

Job title

Senior Manager, Onboarding Success

Job type

Experience level

Senior

Salary

$110,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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