Manager - Customer Onboarding (Engagement Manager)
Freshworks
- San Mateo, CA
- Permanent
- Full-time
- Be the prime contact for customers during implementation and deployment of our software and services.
- Be responsible for all aspects of project management and coordination, including scope and change request management.
- Work closely with project sponsor and stakeholders in defining project goals and objectives as well as planning and delivering the project
- Work closely with customers and internal teams to develop, execute, and monitor implementation/deployment plans to successfully deliver solutions within agreed upon timeframes
- Conduct pre-kick-off and kick-off meetings to establish and communicate project plans, milestones, goals, and associated processes.
- Lead the development and implementation of a coordinated set of plans and programs for all phases to meet the goals and priorities of the projects.
- Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organization.
- Ensure the prime objective of “delivering moments of wow to our customers” is always met.
- Define resources requirements, organize project teams, and ensure projects are staffed with adequate and appropriate resources.
- Establish and manage communication and risk management plans.
- Coordinate and manage onsite customer visits.
- Monitor and track project progress and work efforts on a daily basis, and report project status to senior management and other stakeholders.
- Coordinate with customer and internal teams to develop work/change orders when needed due to changes in scope, schedules, and dependencies.
- Communicate clearly with management, customers, sales, and developers to ensure business requirements are translated accurately for implementation.
- Recommend product enhancements and new product opportunities to the Product Management team.
- Work closely with sales and implementation services to scope and estimate customer engagements (pre-sale).
- Concurrently work on multiple customer implementation engagements.
- Work across multiple time zones.
- 20+% travel may be required.
- May require working outside office hours.
- Take on other assigned responsibilities as required.
- Minimum 10-12 years of experience of managing/delivering SaaS implementation projects such as Salesforce, Zendesk, ServiceNow, Jira etc…
- 7+ years of experience in a Professional Services Organization (Global SI or SaaS Product)
- A Bachelor degree is Information Systems or related field
- 5+ years of IT project management experience, planning, tracking and managing projects that successfully met timelines
- Formal project management training and/or certification (PMP Certification is a strong plus)
- Proficient in software projects/products implementation
- Experience in using project management and presentation tools
- Experience in writing business requirements and functional specification documents
- Excellent written and oral communication skills
- Strong organizational, presentation, and coordination skills
- Ability to prioritize, work creatively, and perform tasks in solving problems in time-critical situations
- Excellent leadership and interpersonal skills
- Proven track record of working concurrently on multiple customer engagements