Docusign · 1 day ago
Senior Onboarding Consultant
Docusign is a leading company in e-signature and contract lifecycle management, helping over 1.5 million customers streamline their business processes. The Senior Onboarding Consultant plays a crucial role in engaging customers post-sale, guiding them through the onboarding process to ensure successful deployment of Docusign's solutions.
Business Process Automation (BPA)Cloud ManagementComputerE-SignatureInformation TechnologySaaSSoftware
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
Have 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
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 cross-functional teams as needed to complete customer projects and/or drive program initiative
Stay current on product features and functionality, platform changes and partner technologies by attending enablement sessions, product release meetings and knowledge share sessions, and other enablement activities to improve product knowledge
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/or drive better enablement for adoption
Qualification
Required
Bachelor's Degree
5+ years of customer implementation consulting or Onboarding experience in the Software as a Service Industry
Fluent in verbal and written English
Preferred
Technical aptitude and ability to learn and teach software
Experience implementing, onboarding or training in the Software as A Service Industry
Prior experience using Project Management software and/or Salesforce
Project Management or Coordination experience, including managing a high volume of projects at the same time
Strong time management and prioritization skills
Ability to develop and deliver messages and presentations to technical and non-technical audiences
Strong verbal and written communication skills
Ability to properly set and reset expectations with customers
Active Listening skills to understand the customer's business problems or objectives and leverage product knowledge and experience to provide the best solution to meet their needs
Identify gaps that impact the customer experience, document them, and recommend potential resolutions
Ability to make decisions autonomously
Proactively drive key milestones and outcomes as outlined by the customer and in alignment with the program framework
Meet deadlines for customer engagements and deliverables
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.
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
Recent News
2026-01-22
Company data provided by crunchbase