About us
We are Insider, a B2B SaaS company that drives growth for its clients around the world.
We are the #1 AI-native platform for Customer Experience and Marketing—offers marketers a single platform to deliver unique experiences per person, drive profitable growth, and unleash peak productivity and efficiency.
Our platform connects data across channels, predicts future behavior with AI, and individualizes experiences from a single platform.
We have celebrated our
$500M Series E
funding round, led by
General Atlantic
.
We are backed by investors including
Sequoia Capital, QIA, Riverwood
, and
Endeavor Catalyst
, and trusted by 1200+ brands from high-growth startups to Fortune 500 companies such as Samsung, Coca-Cola, Nike, L'Oréal, Singapore Airlines, Virgin, Nestlé, Nissan, Lenovo, Puma, IKEA, Allianz, Dominos, CNN.
Having unlocked unicorn status, Insider was recognized as a leader in The Forrester Wave for Cross-Channel Campaign Management 2021 and as a Leader in the IDC MarketScape: Worldwide Omnichannel Marketing Platforms for B2C Enterprises 2023.
The company has been recognized in The Top 1% of all software companies worldwide in G2's 2024 Software Awards and named in The Top 10 Best Software Products with the most #1 rankings alongside others like Google, Zoom, and Monday.com.
Insider is the
#1 G2 Leader in 6+ categories
, including Customer Data Platforms (CDP), Personalization Engines, Personalization Software, Mobile Marketing, Customer Journey Analytics, and e-commerce Personalization.
When our team founded Insider, we aimed to build not only a product company but also the most socially progressive technology community.
Through CSR initiatives like 100Projects SheCodes, SheLeads, and SheMarkables, our community has expanded across 27+ countries, driving projects in health, education, farming, animal rights, and increasing the representation of women in STEM careers.
Behind these achievements is a talented, passionate team across 27+ countries that moves fast, creates cutting-edge products, and focuses on making an impact.
If you want to join us on this journey, just keep reading.
Role
Customer Onboarding Manager
— you will drive the onboarding process, ensuring successful and timely outcomes for new clients.
Your role is crucial in accelerating
Time to Value
and ensuring customer retention by helping clients fully integrate and realize the value of Insider's platform.
You will collaborate closely with internal technical resources to empower and train customers on how to use Insider's platform and its features as efficiently as possible.
Establishing strong, credible relationships with stakeholders at all levels of the client organization will be key to understanding their business and technical goals.
Role expectations
You are expected to have a
technical background
, gained through academic education or relevant work experience.
This includes reading
API documentation
, knowledge of
HTML, CSS, and XML
, and the ability to understand basic
data structures and data flows
.
You will be prioritized if you have experience with
short to medium-term projects
and strong
project management skills
, as the role focuses on managing multiple projects simultaneously.
Qualifications
Minimum of 3 years experience
in
SaaS project management
and
client onboarding
.
PM qualifications
such as
Agile, PMP, or Prince2
are a plus.
Strong communication skills
, both written and verbal, with
business fluency in English
.
Time and task management
skills are essential.
Proven ability to communicate effectively with both
internal and external stakeholders
.
Demonstrated success in delivering projects in a timely and efficient manner.
Knowledge of
Google Tag Manager, Google Product Feed
, and
Google Analytics
is an advantage.
Understanding of
webhooks
and
API
.
Exposure to and understanding of
AI-driven product recommendation tools and algorithms
is a plus.
Experience with other
CRM, ERP, or Marketing Automation platforms
is an advantage.
Responsibilities
Project management
of customer onboardings to ensure successful outcomes, accelerating
Time to Value
and driving customer growth and retention.
Collaborate with internal technical teams to train customers on using Insider's platform and features effectively.
Build credible relationships with stakeholders at all levels, from senior management to end users, to understand their business and technical goals.
Drive
early adoption
by setting KPIs and success metrics, ensuring full
ROI
for clients.
Advocate for customer business use cases with the
product development
team.
Ensure smooth transition to the
Customer Success Manager
team by documenting client stakeholder roles and hierarchy.
Continuously enhance the
onboarding experience
by improving processes and training materials.
Where needed, tailor
1:1 onsite and remote onboarding sessions
to exceed client expectations.
Establish
trust and confidence
in Insider's platform, ensuring successful early adoption.
Coordinate effectively with client
agencies and third parties
to achieve desired outcomes.
Ensure the
highest quality
in deliverables, maintaining client satisfaction and facilitating a seamless post-onboarding transition to the
Customer Success & Support
teams.
Collaborate with the
development team
to ensure custom development meets client expectations and standards.
Own
the project, taking responsibility for successful implementation while working closely with both internal and external stakeholders.
Facilitate
exceptional user-enablement
training and workshops to empower clients.
We provide equal opportunity in a zero-discrimination workplace and not just welcome but also embrace everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.
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