Onboarding Manager

The role

You will manage an onboarding book of business by coordinating with Tax and Solutions Engineering teams to configure platform settings. You will execute customer education and training to ensure successful platform adoption.

What you will do

• Manage an onboarding book of business through their onboarding journey
• Coordinate with Tax and Solutions Engineering teams to resolve issues and configure platform settings
• Execute customer education and training
• Develop and maintain organized project tracking systems and operational processes
• Track and monitor customer progress using data insights
• Update internal teams on client asks and issues
• Keep consistent and precise records in Anrok's CRM
• Coordinate smooth handoffs to account management teams
• Improve onboarding processes by analyzing feedback and metrics
• Ensure optimal platform utilization

Required qualifications

• 2+ years of experience in customer success, account management, or project coordination roles
• Excellent organizational and project management skills
• Strong relationship-building skills
• Exceptional written and verbal communication skills
• Proactive in identifying issues and taking initiative

Nice to have

• Experience at a tech company working with SMB to mid-market customers
• Experimented with AI in your work or on your own and built something with it

Benefits

• Equity upside
• Daily lunch and snacks for those working out of office hubs
• Medical, dental, and vision insurance covered 100%
• One Medical membership covered
• Flexible sick benefits
• Annual learning and development stipend
• Annual team offsites and in-person opportunities
• Home office setup stipend

About the company

Anrok is a tax automation platform that connects with billing and payment systems to automate tax monitoring, calculations, and filing. The company is backed by investors including Spark Capital, Sequoia, Index, and Khosla Ventures.