Customer Onboarding Manager, Beam

CompanyCam is a photo documentation and productivity app designed for contractors in various industries. The Customer Onboarding Manager will support onboarding and customer enablement to ensure strong customer experiences and long-term retention, collaborating closely with various teams to deliver high-quality onboarding and support.

Responsibilities

• Serve as a primary point of contact for customer support, responding to tickets with timeliness, accuracy, and strong attention to detail
• Proactively engage new customers to drive onboarding momentum and ensure successful implementation
• Schedule and coordinate onboarding sessions in partnership with Technical Account Managers
• Deliver product trainings and walkthroughs to help customers confidently use platform features
• Triage customer issues and escalate more technical questions to appropriate internal teams
• Maintain accurate records of customer interactions, issues, and resolutions within CRM and support systems
• Identify patterns in customer questions and feedback, surfacing insights to improve product, processes, and customer experience
• Support the creation and maintenance of onboarding materials, help documentation, and internal resources
• Leverage AI tools to improve response quality, summarize interactions, and increase workflow efficiency
• Collaborate cross-functionally with Customer Success, Support, and Product teams to ensure a seamless customer experience
• Contribute to process improvements that enhance onboarding efficiency, support quality, and customer satisfaction

Skills

• 1–2 years of experience in a customer-facing role such as support, onboarding, SDR, or BDR, ideally within a SaaS or technology environment
• Comfort leading customer calls, trainings, or product walkthroughs
• Experience using CRM or support tools such as HubSpot or similar platforms
• Strong written and verbal communication skills
• Highly organized with strong attention to detail and follow-through
• Customer-first mindset with a genuine desire to help users succeed
• Ability to manage multiple priorities in a fast-paced environment
• Comfort leveraging AI tools to improve productivity and communication
• A continuous growth-mindset, with a focus on learning, embracing challenges, and continuously improving
• A knack for creativity and innovation, bringing fresh ideas to the table and solving complex problems

Benefits

• Meaningful equity
• Other benefits

Company Overview