Fivetran · 1 day ago
Senior Customer Onboarding Manager
Fivetran is a company dedicated to simplifying access to data for organizations. As a Senior Customer Onboarding Manager, you will guide new customers through a structured onboarding program, ensuring they achieve their initial milestones and facilitating a seamless onboarding experience by collaborating with internal stakeholders.
AnalyticsCloud Data ServicesData Integration
Responsibilities
Execute a prescribed onboarding program for each new customer
Provide best practices sessions in partnership with technical resources, ensuring customers have the support needed to reach success criteria within the onboarding period
Manage escalations efficiently, collaborating with the Account Owner, Support, Engineering, and Product teams when necessary to resolve issues promptly
Leverage implementation plans and technical deep dive decks to guide customers through the onboarding process, coordinating both internal and external stakeholders as needed
Own the creation, tracking, and updating of project documentation, such as Mutual Action Plans (MAPs)/Implementation plans and presentations, to provide a clear roadmap for onboarding and ongoing customer engagement
Track, manage, and update expansion opportunities to generate quantifiable metrics demonstrating successful implementations and onboarding progress
Complete the onboarding process by following a structured offboarding wrap-up at the end of the onboarding period
Establish close communication with Account Owners (AEs/CSMs), ensuring any escalations at the account level are addressed
Identify upsell opportunities for licenses and services, engaging relevant internal stakeholders to facilitate these upsell processes where appropriate
Qualification
Required
Strong organizational and project management skills, with experience managing timelines, tasks, and multiple stakeholders
Ability to understand and explain technical concepts, especially around data connectors and integration tools
A proven track record of delivering exceptional customer experiences and driving measurable onboarding outcomes
Skilled in coordinating cross-functional teams and managing relationships with internal and external stakeholders
Proactive approach to identifying and resolving issues, with the ability to escalate efficiently when necessary
Preferred
Experience with data integration or ETL tools, ideally with Fivetran or similar platforms
Familiarity with license or service upsell processes in a SaaS context
Experience identifying and implementing improvements in onboarding processes
Benefits
100% employer-paid medical insurance*
Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
RSU stock grants*
Professional development and training opportunities
Company virtual happy hours, free food, and fun team-building activities
Monthly cell phone stipend
Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.
Company
Fivetran
Fivetran is a technology company that automates replicating data into a cloud data platforms.
H1B Sponsorship
Fivetran 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 (11)
2024 (11)
2023 (8)
2022 (30)
2021 (13)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$853.11MKey Investors
Vista Credit PartnersAndreessen HorowitzMatrix
2023-05-18Debt Financing· $125M
2021-09-20Series D· $565M
2020-06-30Series C· $100M
Recent News
General Catalyst
2025-12-30
Company data provided by crunchbase