Onboarding Manager

Anrok
New York
Workplace: HybridFull timeUSD 110,000 - 140,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Organizational skills","Results-focused approach","Problem-solving","Relationship-building","Proactive"]

Own the onboarding journey for a portfolio of accounts, coordinating with Tax and Solutions Engineering to resolve technical and tax issues while configuring each customer’s platform settings. Deliver hands-on customer education so clients become product experts, maintain CRM records and project tracking, monitor adoption progress with data insights, and drive continuous improvements to onboarding workflows and success metrics.

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Anrok
Anrok
2 days ago

Onboarding Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Own the onboarding journey for a portfolio of accounts, coordinating with Tax and Solutions Engineering to resolve technical and tax issues while configuring each customer’s platform settings. Deliver hands-on customer education so clients become product experts, maintain CRM records and project tracking, monitor adoption progress with data insights, and drive continuous improvements to onboarding workflows and success metrics.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Manage an onboarding book of business, coordinating with Tax and Solutions Engineering to resolve tax/technical issues and configure platform settings for each customer.
  • •Provide customer education and training as a product expert, guiding customers through onboarding and platform feature adoption.
  • •Create and maintain project tracking systems and operational workflows/documentation to support consistent service delivery.
  • •Track and monitor onboarding progress using data insights to identify potential issues early and drive successful adoption of platform features.
  • •Maintain precise CRM records, coordinate handoffs to account management, and improve onboarding processes using feedback, completion timelines, and success metrics.

Pay and Benefits

Salary: USD 110,000 - 140,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLearning BudgetHome Office

Key Requirements

  • •2+ years of experience in customer success, account management, or project coordination roles, ideally at a tech company with SMB to mid-market customers.
  • •Curiosity and motivation to learn new tools; experience experimenting with AI in your work or on your own.
  • •Excellent organizational and project management skills to manage multiple customer accounts and onboarding timelines.
  • •A bias for action with strong process creation and systematization skills.
  • •Exceptional written and verbal communication skills with meticulous attention to detail.
Experience:2+ years
Skills:Organizational skillsResults-focused approachProblem-solvingRelationship-buildingProactive

Company Brief

Anrok
Provides an AI-native global sales tax platform that automates monitoring, calculation, filing, and remittance of sales tax and VAT for SaaS and digital businesses.
Industry: RegTech
Company Size: Medium (51 to 250 employees)
Growth: Scaleup
Valuation: USD 250M to 500M
Funding: Series C
Headquarters: San Francisco, United States
Founded: 2020
Glassdoor
Glassdoor: 3.9
WebsiteLinkedInGlassdoor