Onboarding Manager

Affinity.co(19 days ago)

HybridFull TimeMedior$88,000 - $110,000Customer Onboarding

About this role

The Onboarding Manager at Affinity ensures customer success by overseeing the onboarding process for new clients after purchase. They focus on product implementation, training, and facilitating smooth data migrations to foster long-term partnerships. The role emphasizes collaboration, industry expertise, and customer engagement within a SaaS environment.

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Required Skills

Customer Management
Implementation
Data Migration
Product Training
CRM
SaaS
Communication
Stakeholder Management
Data Analysis
Workflow Management

About Affinity.co

affinity.co

Affinity is a relationship-intelligence platform and CRM that helps dealmakers—VCs, private equity, investment banks, corporate development and revenue teams—find, manage, and close more deals. The platform automatically captures email and calendar activity, enriches contact and company data, and applies automation, analytics and AI to surface the strongest opportunities and streamline pipeline workflows. Affinity offers deal and pipeline management, relationship graphs, reporting, and integrations to reduce manual data entry and make teams more data-driven.

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