Docusign · 2 weeks ago
Principal Onboarding Consultant
United States
Contract
Remote
Senior Level, Lead/Staff
$113K/yr - $175K/yr
8+ years expDocusign is a leading company in e-signature and contract lifecycle management, serving over 1.5 million customers worldwide. The Principal Onboarding Consultant will manage a portfolio of customer engagements, focusing on driving adoption and maximizing customer value through effective onboarding and technical consulting.
Business Process Automation (BPA)Cloud ManagementComputerE-SignatureInformation TechnologySaaSSoftware
No H1B
U.S. Citizen Only
Responsibilities
Deliver a best-in-class customer onboarding experience which accelerates a customer’s time to first value and provides guidance and best practices to help customers quickly meet their business needs and deploy their initial use case
Drive the onboarding engagement from kick-off to project completion, ensuring that the customer has an outstanding experience, projects are delivered within scope, on time, and to defined outcomes
Discover customer needs and business objectives and tailor solutions that meet customer needs
Use knowledge around the Docusign platform to identify areas of opportunity to increase customer value, adoption of features and expansion of the customer’s portfolio of products
Review existing customer workflows to identify areas for optimization
Use strong time management and prioritization skills to balance a multi-customer workload and meet defined outcomes
Complete customer-facing work through a combination of zoom calls, phone calls and emails
Track and meet expectations around customer-utilization targets
Follow a defined playbook and use required tools to track customer onboarding
Interact with customers via verbal and written communication, and present key information and resources using prescribed presentation materials and superior presentation skills
Understand and recommend self-service resources and online trainings that meet customer needs
Guide customers in the build and testing of their use case
Serve as a thought leader, customer advocate and partner to Docusign’s customers
Enable customers to be self reliant following their implementation
Mitigate risks proactively to ensure timely execution and to accelerate 'time to live'
Manage a high volume of projects and stay up to date with relevant notes, time entry and project status reporting
Engage with multi-functional teams, including Support, Sales and Product Management, as needed to complete customer projects and drive program initiative
Stay current and consistently improve knowledge on the latest product features and functionality, platform changes and partner technologies by attending enablement sessions, product release meetings and knowledge sharing sessions, and other enablement activities
Contribute to the growth and evolution of the Customer Onboarding program by sharing customer or vertical insights during meetings and drive new ways to improve the customer experience and drive better enablement for adoption
Find creative solutions and troubleshoot product issues
Lead and collaborate on side projects within the onboarding team or with customers
Assist colleagues and managers with customer issues
Help mentor and develop less experienced team members
Qualification
Required
Bachelor's Degree
8+ years of customer implementation consulting or Onboarding experience in the Software as a Service Industry
Business level proficiency for written and spoken English
Experience in a customer facing consulting delivery role
Preferred
Expert-level consulting skills, including active listening, effective objection handling, strong negotiation techniques, and the ability to articulate the SaaS value proposition to diverse audiences
Proven ability to master complex SaaS products and platform solutions, serving as a key resource for both customers and internal teams
Extensive experience managing and delivering multiple projects simultaneously, using tools such as Salesforce or project management software
Experience integrating SaaS solutions with systems such as Salesforce, Microsoft Dynamics 365, Oracle NetSuite, or HubSpot
Demonstrated success in driving innovation, identifying new opportunities, and implementing transformative solutions that improve efficiency and customer outcomes
Skilled in solution design, business process mapping, and solution optimization to enhance customer implementations
Thrives in a fast-paced environment and can quickly adapt to changes in product roadmaps, project scopes, and customer needs
Experience managing customer adoption, mitigating churn, and identifying expansion opportunities throughout the customer journey
Knowledge of change management methodologies and experience guiding customers through transitions to ensure adoption and success
Ability to leverage analytics and reporting to develop strategies and derive actionable insights that improve the onboarding process and customer experience
Experience partnering with Product and Engineering teams to provide customer feedback, shape product enhancements, and identify opportunities to drive adoption and usage
Proven ability to build and execute effective strategies with both customers and internal stakeholders to achieve measurable outcomes
Excellent verbal and written communication abilities, with experience delivering clear, engaging presentations to both technical and non-technical audiences
Skilled at setting and resetting expectations, de-escalating customer issues, and maintaining positive relationships across all organizational levels
Able to navigate ambiguity and change with confidence, finding innovative solutions that align with customer and business objectives
Experience leading within a specific product, industry, or domain, with fluency in related regulatory or compliance requirements
Agile and adaptable, with the ability to thrive in a fast-paced environment and comfort with evolving business dynamics and changes
Benefits
Paid Time Off: earned time off, as well as paid company holidays based on region
Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
Retirement Plans: select retirement and pension programs with potential for employer contributions
Learning and Development: options for coaching, online courses and education reimbursements
Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events
Company
Docusign
DocuSign helps small- and medium-sized businesses collect information, automate data workflows, and sign on various devices.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.29BKey Investors
Bank of AmericaFounders Circle CapitalGreenspring Associates
2025-05-27Post Ipo Debt· $750M
2018-04-27IPO
2016-10-12Secondary Market
Leadership Team
Allan Thygesen
Chief Executive Officer
Sagnik Nandy
Chief Technology Officer
Recent News
2026-01-16
2026-01-15
2026-01-11
Company data provided by crunchbase