Onboarding Analyst
Skills
Software As A ServiceCash FlowConstructionContextCustomer Relationship ManagementData CentersEasily Adaptable
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2+ years in a SaaS environment
- 2+ years in Operations Support Project Coordination Analytics or similar
- History of tracking and driving measurable improvements
- Able to coordinate multiple dependent workstreams without losing track
- Process and structure driven with strong dependency tracking
- Excellent written communication skills
- Meticulously organized and self-aware
- Proactive self-motivated and adaptable
- Comfortable supporting US and EMEA times
- Willing to travel for quarterly business reviews and as needed
Nice to have
- Commercial construction exposure
- Engineering exposure
- Design exposure
- SaaS implementation experience
- Customer onboarding experience
- Planhat familiarity
- CRM familiarity
- Customer success tooling familiarity
Day to day
- Own the coordination layer of customer onboardings and keep every implementation moving smoothly
- Track open items across multiple internal teams and follow up early when deliverables slip or stakeholders go quiet
- Request validate and prepare onboarding files while surfacing risks and recommending clear next steps to your manager
- Support customer-facing communication on assigned accounts and grow into fuller ownership over time