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Manager of Customer Onboarding

July 7, 2025July 7, 2025

Manager of Customer Onboarding

CompanyAvidXchange
LocationCharlotte, NC, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • A Bachelor’s degree in a related field or equivalent professional experience
  • A minimum of 2 years of people management experience
  • Prior experience implementing customers in a SaaS environment
  • Passion for coaching and developing teammates using servant and situational leadership strategies
  • A deep understanding of customer needs and the ability to translate them into achievable goals
  • Demonstrates the ability to explain and gain alignment around the ‘why’ behind frequent changes and contending demands
  • Ability to develop clear processes for tracking performance across products and projects, using data from multiple sources to improve team effectiveness and project outcomes
  • Demonstrates excellent communication and collaboration skills when managing, informing, and influencing key stakeholders at all levels of the organization. Skilled at distilling complex information into clear, concise executive-level summaries to support informed decision-making.

Responsibilities

  • Deliver strategic and hands-on guidance to an implementation team tasked with onboarding a broad range of customers with varying degrees of complexity, ensuring success and efficiency
  • Leverage data from key performance metrics, customer feedback, and project milestones to develop actionable insights and compelling narratives that guide strategic decisions and optimize operational outcomes
  • Track teammate performance against defined success metrics and provide actionable coaching in areas of improvement. Foster a culture of accountability and excellence by delivering constructive feedback across all levels to optimize project execution and team outcomes
  • Apply strong problem-solving and critical thinking skills to support teammates in navigating complex projects and resolving customer escalations effectively
  • Work closely with the Sales, Customer Success and other departments to enhance the end-to-end experience for all clients entering onboarding
  • Socialize team wins and initiatives with cross-functional leadership and the company, showcasing our successes.

Preferred Qualifications

  • A go-getter with an entrepreneurial mindset – that means you are not afraid of taking risks, winning big or facing the unknown
  • Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships
  • Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.


TaggedAvidXchangeBachelor'sCustomer SuccessFinance & Operations & StrategyMid LevelSales & Account ManagementSenior

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