US Remote (Global) USD 145,000 – 165,000 / year

Confidential Client (via Switchboard Hiring) is hiring a Head of Customer Success and Onboarding

About the Role

The organization seeks a strategic leader to oversee the entire customer success and onboarding lifecycle. This person will build and manage teams responsible for onboarding new clients, driving product adoption, and ensuring long-term retention through proactive engagement and support.

Responsibilities

  • Define and execute the strategy for customer onboarding and success operations
  • Lead, mentor, and expand a team of customer success and onboarding specialists
  • Develop scalable processes to ensure consistent and efficient client onboarding
  • Establish KPIs and monitor performance across customer success metrics
  • Collaborate with sales to ensure smooth handoff from pre- to post-sale
  • Identify customer health indicators and implement intervention strategies
  • Drive customer retention and reduce churn through proactive engagement
  • Work with product teams to relay customer feedback and influence roadmap
  • Create customer journey maps to improve touchpoints and experience
  • Oversee the development of onboarding curricula and training materials
  • Implement customer success technology and tools to enhance efficiency
  • Lead quarterly business reviews with key accounts
  • Develop best practices for customer advocacy and reference programs
  • Manage escalations and ensure timely resolution of client issues
  • Foster a customer-centric culture across departments
  • Analyze customer usage data to identify expansion opportunities
  • Design and launch customer education and enablement programs
  • Coordinate cross-functional initiatives involving support, product, and engineering
  • Ensure SLAs and service standards are met or exceeded
  • Report on customer success performance to executive leadership
  • Optimize onboarding timelines to accelerate time-to-value
  • Build frameworks for customer segmentation and tiered support models
  • Lead customer advisory board planning and execution
  • Maintain documentation for all customer success processes
  • Ensure compliance with data privacy and security standards in customer interactions

Compensation

Competitive salary with performance-based incentives

Work Arrangement

Hybrid

Team

Leadership role within a growing customer-facing department

What We Offer

  • Opportunity to shape the direction of customer success at a pivotal stage
  • Direct impact on customer outcomes and company growth
  • Collaborative environment with access to executive leadership
  • Resources to build and scale a world-class team
  • Flexible work model with hybrid options

Application Process

  • Applications reviewed on a rolling basis
  • Initial screening conducted by the hiring partner
  • Final interviews with executive team members
  • No unsolicited agency referrals accepted

Available for qualified candidates

Required Skills
Customer SuccessTeam LeadershipStrategic PlanningData AnalysisClient Relationship ManagementCross-functional CollaborationSaaSCustomer Advocacy
About company
Confidential Client (via Switchboard Hiring)
A Series A healthcare marketplace startup revolutionizing the $925B clear aligner market. They have built a fundamentally new operating system that connects orthodontists with dental practices, enabling seamless orthodontics-as-a-service integration. The company reimagines orthodontics by building technology that empowers dentists to add orthodontics-as-a-service seamlessly into their practice using unused office space.
All jobs at Confidential Client (via Switchboard Hiring) Visit website
Job Details
Category other
Posted 10 months ago