Onboarding Consultant aiding customer implementation processes at insurance firm. Collaborating with teams to enhance customer experiences and timely service delivery.
About the role
- Onboarding Consultant overseeing customer activation strategies to enhance retention and growth for Teachable. Leading onboarding processes in a fast-paced, dynamic team environment.
Responsibilities
- Own and lead the end-to-end onboarding and customer activation strategy, transforming initial setup into a seamless, engaging, and value-focused experience that drives retention and expansion.
- Develop, implement, and continuously optimize onboarding frameworks, playbooks, and workflows—delivering a consistent, high-impact experience across diverse customer segments.
- Define, analyze, and refine key success metrics, transforming data into actionable insights that inform product improvements and strategic initiatives.
- Collaborate cross-functionally with Sales, Customer Success, Product, and Marketing teams to design, automate, and execute onboarding campaigns, playbooks, and customer health checks.
- Advocate for customers’ long-term success and growth, proactively identifying risks, opportunities, and areas for tailored support and customization.
- Lead efforts to standardize onboarding processes, making them flexible enough to support rapid growth and customization while maintaining a high quality and a consistent customer experience.
- Drive customer engagement through strategic conversations, personalized recommendations, and value demonstration, fostering deeper relationships and long-term loyalty.
- Act as a strategic owner for onboarding tools, automation, and systems management, ensuring operational efficiency and continuous improvement.
- Provide strategic input to product development, based on customer feedback and onboarding analytics, to refine the platform and reduce friction points.
- Train, mentor, and influence teams across the organization, fostering a culture of customer-centricity, ownership, and innovation.
- Present regular reports and insights to executive leadership on onboarding performance, customer health, and growth opportunities.
Requirements
- 5+ years of experience in customer success or lifecycle management, ideally within startup environments.
- Fluency in English in a professional/working proficiency.
- Proven track record of designing and executing scalable onboarding strategies that deliver measurable results.
- Autonomous self-starter with strong ownership mentality and strategic thinking capacity.
- Deep analytical skills; proficient in leveraging data, KPIs, and customer feedback to continuously improve processes.
- Excellent communicator and engaging presenter—capable of inspiring teams and stakeholders at all levels.
- Skilled in CRM platforms (like HubSpot), automation tools, and SaaS workflows—tech-savvy and eager to leverage technology for efficiency.
- Customer-obsessed, with a strategic mindset toward customer success, retention, and growth.
- Collaborative team builder, comfortable leading initiatives cross-functionally and influencing stakeholders.
- Passionate about education, technology, and empowering creators to succeed.
Benefits
- Flexible working hours
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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