Onboarding Analyst, Customer Success at Doxel | Torre

Onboarding Analyst, Customer Success

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Full-time

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Remote (for United States residents)
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Emma of Torre.ai
2 days ago

Responsibilities


You’ll be the engine that keeps customer onboardings moving. Working directly under Doxel’s senior Enterprise Implementation Manager, you’ll own the coordination layer of implementation: knowing exactly what each onboarding needs, tracking it across the internal teams who supply it, and chasing down the gaps before they slip. When a project stalls because a file is missing or a stakeholder went quiet, you’re the person who catches it first.This is a hands-on, detail-heavy role for someone who takes pride in making sure nothing falls through the cracks. You’ll start by supporting your manager’s accounts and, as you prove you can reliably drive onboardings to completion, you’ll earn increasing direct ownership of customer relationships and accounts of your own.If you like seeing the impact of your work in days, not quarters, and you want a clear path to grow into a full implementation role, this is that opportunity. This role is based remotely on the East Coast, with flexibility to overlap with EMEA hours.Your Day to DayOwn the requirements for each onboarding in your portfolio — know what “done” looks like and track every open item against itCoordinate across the internal teams who supply pieces of each implementation, holding them accountable for deliverables on timeRequest, arrange, validate, and prepare onboarding files to ensure timely, accurate deliveryTrack status across multiple concurrent onboardings and surface what’s outstanding, stuck, or at risk before it becomes a problemFlag risks early to your manager with the context needed to act — and propose a path forward, not just the problemLiaise between department stakeholders to keep everyone aligned on project statusSupport customer-facing communication on assigned accounts, growing into direct ownership as you build trust and judgmentCommunicate clearly and concisely in writing — email and async updates are the primary way work gets doneSpot friction in how onboardings run and bring observations forward to help improve the processWhat Success Looks LikeEarn increasing ownership of customer-facing accounts as you demonstrate judgment and reliability in driving onboardings to completionSpot friction in how onboardings run and bring recommendations forward to improve the process for the organizationManage multiple concurrent onboardings and customer projectsWhat You Bring2+ years in SaaS environment2+ years in Operations, Support, Project Coordination, Analytics, or similar — with a history of tracking and driving measurable improvementsComfortable holding many threads at once — you can coordinate several workstreams that each depend on other people without losing track of anyProcess and structure-driven, with a real method for tracking dependencies Curious and quick to learn — you ask good questions, seek to understand the “why,” and pick up new tools and processes quicklyMeticulously organized with excellent written communication skillsCoachable and self-aware — you take direction well, learn why the system works, and bring your own perspective once you have the contextProactive and self-motivated, you’re a beacon of positivity and enthusiasmHigh aptitude and willingness to continually learn new technologiesAdaptable to ever-evolving processes, with strong personal initiative to executeComfortable supporting US and EMEA timesTravel to our mandatory quarterly business reviews (QBRs) 4X per year and additional travel as neededPreferred ExperienceA background or exposure to commercial construction, engineering, and/or design is a big plusExperience supporting SaaS implementations or customer onboardingFamiliarity with project coordination, CRM, or customer success toolingExperience with Planhat or other similar CSPsBenefits & Company Culture Competitive Base Salary + Equity PackageRemote first culture (for most roles)Comprehensive Health Insurance (Medical, Dental, Vision)Home Office StipendMonthly allowance for cell phone and internetFlexible PTO, generous company holiday policyPay is based on a variety of factors such as location, skill level, qualifications, competencies, and overall experience.Doxel is an equal opportunity employer and actively seeks diversity at our company. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin,