The Opportunity
Step into a key role as a Customer Onboarding Analyst, helping scale our Onboarding Managers by completing configuration tasks, creating Salesforce reports and dashboards for customers, and building customer slide decks. You’ll ensure the accuracy of behind-the-scenes data and proactively track platform adoption trends, identifying at-risk customers early to improve license adoption. This position offers end-to-end visibility into global Customer Onboarding operations, combining deep data work with direct customer interaction.

What You’ll Do
As a Customer Onboarding Analyst, you’ll balance hands-on operational execution with meaningful client engagement. You’ll work through system setup details, clean and validate data, and document processes to ensure smooth backend operations. In addition to supporting the setup of Salesforce and Sitetracker, you’ll also build relationships with lower-complexity, smaller-tier client portfolios and guide them through onboarding. The role is inherently analytical: you’ll create adoption dashboards, audit license usage, and run data checks across customer accounts to proactively spot both opportunities and challenges.

The Skills You’ll Have

Core Customer Onboarding Analyst skills

• Use sound evaluation, judgment, and interpretation to choose the best approach for complex situations.
• Complete tasks independently with consistently high-quality work, needing review only at key points.
• Build and maintain standard Salesforce reports and dashboards to track important metrics.
• Create predictive templates that flag at-risk accounts based on license utilization.
• Develop executive-ready slide decks that connect Sitetracker usage metrics to clear customer business value.

Behind-the-Scenes Configuration & Administrative Support

• Manage routine platform configuration and data imports.
• Resolve basic user permission and page/layout visibility issues efficiently.
• Provision users and permission sets in both Sandbox and Production environments.
• Apply your knowledge of Salesforce/Sitetracker object models and data-mapping logic to help customers build reports and dashboards.

Velocity Account Management (Small Portfolio)

• Lead small groups of end users through low-touch customer engagements.
• Manage multiple low-touch accounts confidently while keeping progress consistent.
• Turn basic technical product workflows into clear, actionable steps for a variety of end users.
• Convert customer feedback into useful internal knowledge-base articles or self-serve video guides.
• Identify and act on expansion opportunities within small accounts by using strong adoption signals.

Within 90 Days, You’ll

• Support Onboarding Managers with essential administrative tasks to ensure readiness for enterprise launches.
• Own a portfolio of small, low-touch accounts and guide them to adoption milestones and high customer satisfaction.

Within 180 Days, You’ll

• Develop and implement initial reusable adoption plans and internal configuration playbooks to improve parts of the onboarding lifecycle.
• Continuously monitor adoption trends across your assigned accounts, investigate anomalies, and maintain strong engagement.

Within 365 Days, You’ll

• Help reduce overall Time-to-Value by supporting complex setups and improving enterprise launch readiness.
• Lead the creation and refinement of thorough internal configuration playbooks and standardized customer-facing resources.
• Show strong capability in maintaining 100% customer satisfaction and fast milestone completion across your expanded small-account portfolio.

We may use artificial intelligence (AI) tools to support parts of the hiring process—such as reviewing applications, analyzing resumes, or evaluating responses—by flagging potential inconsistencies or verification signals in application materials based on available information. These tools support our recruitment team but do not replace human judgment. Final hiring decisions are made by people. If you’d like more information about how your data is processed, please contact us.