Principal Customer Onboarding Manager jobs in United States
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ZoomInfo · 1 month ago

Principal Customer Onboarding Manager

ZoomInfo is where careers accelerate, and they are seeking a Principal Customer Onboarding Manager to drive the onboarding strategy for complex and strategic customers. This role involves managing custom onboarding projects, collaborating with various teams, and ensuring a smooth transition to Customer Success.

AnalyticsInformation ServicesLead GenerationMarketing
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Manage custom onboarding for ZoomInfo's most strategic and complex customers, serving as the primary point of contact during implementation
Develop and implement strategic onboarding plans and thought leadership to ensure complex, upmarket customers are onboarded efficiently and achieve quick ROI
Manage multiple simultaneous, high-priority onboarding projects, balancing priorities of business results, customer satisfaction, and technical quality
Collaborate with Customer Success, Learning & Development, and Solutions Engineering teams to facilitate a streamlined and cohesive implementation approach
Ensure appropriate handoff to the Customer Success Manager/Account Manager by standardizing and documenting the information flow/transition
Serve as the primary owner for Onboarding Project tasks in Salesforce, documenting all necessary steps and touchpoints
Act as a key connection and liaison with Product teams for enhancement working groups, specifically focusing on improving the customer-to-product connection for Upmarket customers
Serve as a cross-segment resource, sharing best practices and deployment strategies with other Onboarding Manager teams (joining a minimum of one other segment's meeting monthly)
Lead at least one Call Coaching Club per quarter to contribute to team enablement and development
Lead at least one Custom Onboarding team meeting per quarter and serve as an alternate for the Team Lead
Work closely with leadership to build out process guidance and documentation for various Custom Onboarding Types
Develop a standardized process and cadence for reporting progress on Principal activities and key projects
Other related duties as assigned

Qualification

Customer success managementSalesforce CRMProject managementSaaS experienceB2B solutions supportPresentation skillsProblem-solving skillsCommunication skillsOrganizational skills

Required

At least 7+ years of customer success, ideally in a SaaS environment
Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes
Highly collaborative, organized, and execution-oriented with strong presentation skills
Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work
Excellent problem-solving skills and ability to be flexible to project situations. Ability to research, analyze and provide a solution to newly identified issues
Experience developing, installing, training, and/or supporting B2B solutions
Highly familiar with Salesforce CRM
Able to be successful in a fast-paced environment that rewards hard work and self-motivation
Superior relationship and communication skills (both verbal and written)

Preferred

Bachelor's Degree in business or a related field strongly preferred
Previous experience with ZoomInfo and/or ZoomInfo certification strongly preferred

Benefits

Bonus
Benefits

Company

ZoomInfo

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ZoomInfo offers a platform for accessing business contact information, company profiles, and sales intelligence tools.

H1B Sponsorship

ZoomInfo has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (74)
2024 (67)
2023 (51)
2022 (115)
2021 (81)
2020 (10)

Funding

Current Stage
Public Company
Total Funding
$8.55M
Key Investors
TA AssociatesVenrock
2024-04-01Post Ipo Equity· $1.55M
2020-06-04IPO
2019-02-04Acquired

Leadership Team

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Henry Schuck
CEO & Founder
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Filip Popovic
Chief Technology Officer
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Company data provided by crunchbase