Onboarding Manager, Customer Success

ABOUT SITELINE Siteline is a Series A SaaS startup in the construction billing space. We're a team of 28 full-time employees who live and work remotely across the U.S. and Canada, with a small in-person office in San Francisco as well. Siteline is venture-backed, woman-owned, and on a consistent upward trajectory.
What problems are we solving? We're on a mission to modernize finance for construction, an industry that employs 1 out of every 10 workers, but lacks good software tools to get the job done. Payments in construction are fundamentally broken — the antiquated billing process hasn't evolved in decades, and construction is one of the slowest industries to get paid in. We've found a unique wedge into this huge market and are growing quickly.
Why are we building this? Millions of hardworking people are affected by this broken system — in turn making construction more expensive and inefficient for society every year. When everyone up and down the chain is on the same page with payments, contractors can focus on actually building, instead of mountains of paperwork. We're reimagining construction finance to help contractors get paid, grow their business, and build a better future for all of us.
ABOUT THE ROLE As an Onboarding Manager, you'll be the driving force behind our new customers' success, guiding them through a seamless onboarding journey and ensuring they're fully integrated with Siteline from day one. Your mission? Deliver rapid time-to-first-value (TTFV), ignite product adoption, and pave the way for a smooth handoff to the Customer Success team by month six. You'll work with accounts of all sizes, but your experience with larger, more strategic clients will be key in enhancing satisfaction and creating an exceptional customer experience. If you love making an impact and delivering results, this is the role for you!
Key Responsibilities: Act as the primary point of contact for new customers throughout the first six months. Guide customers through the onboarding process, ensuring integrations are in place and smooth product adoption. Monitor and optimize TTFV for all new customers, ensuring that they experience early wins with the product. Focus on product adoption to increase product usage and build our fanbase. Collaborate closely with internal Support, Engineering, and Product teams to resolve technical issues quickly and efficiently. Provide insights and feedback to the Product and Engineering teams to continually improve the customer experience. Ensure a structured and timely handoff to the Customer Success team for ongoing management. Monitor KPIs such as TTFV, graduation rates for new accounts, product adoption metrics, and customer satisfaction. WHAT WE'RE LOOKING FOR 5+ years in an onboarding or customer success role, ideally within SaaS, with enterprise clients. Proven experience managing onboarding or implementation for complex products, including ERP systems. Strong project management, problem-solving, and communication skills. Experience working with construction tech or ERP systems is highly preferred. Ability to manage multiple accounts with a focus on larger, strategic customers. Must be located in the US or Canada, ideally within the Central or Eastern time zones. Startup experience preferred, but not required. Potential occasional travel for conferences or customer visits ( WHAT WE OFFER Competitive Salary: We provide a salary that reflects your skills and experience, along with opportunities for performance-based bonuses. For this role, we are targeting a range of:
US Remote: USD $72K - $95K
Canada Remote: CAD $81k - $114K
Flexible Work Environment: Enjoy the freedom to choose your work hours and the option to work remotely, promoting a healthy work-life balance. We have a small office in SF, but most of our team works remotely across the U.S. and Canada.
Health & Wellness Benefits: Comprehensive health, dental, and vision insurance to support your well-being, along with wellness programs and resources.
Professional Development: Annual $1K learning stipend to use toward classes, certifications, conferences, or other meaningful career development.
Collaborative Culture: Join a supportive team that values creativity, innovation, and open communication, where your ideas are encouraged and celebrated.
Equity Options: As a startup, we offer equity options to ensure that you share in our success as we grow together.
Paid Time Off: Unlimited PTO policy with an encouraged three-week annual minimum.
Team Events: We regularly host virtual team social activities and happy hours, and travel to meet in-person 1-2 times a year. (In 2024 we all went to Chicago!)
INTERVIEW PROCESS We value a transparent and straightforward process, and hope that providing this context up front gives you useful insight into what to expect. We may make edits, but the process will look something like:
Application Review Hiring Manager Video Interview | 30-45 min Take-Home Exercise | Intended to be completed in 2 hrs or less Panel Interview | 30-45 min Cofounder Video Interview | 30-45 min Company values Move Quickly, Together: Speed is our advantage, but alignment is our path to victory. We will go farthest, fastest if we work in unison. Prioritize the mission, establish clear owners and deliverables, and execute with confidence. Reach for the Sky: We are curious, open-minded, and courageous. We challenge ourselves and each other to ask more questions, push boundaries, and deliver excellence every day. Run Lean: Construction is a scrappy industry where companies must do more with less. Same here. Operate efficiently, optimize strategically, and always get the most bang for our buck. Be the Steel: Builds fail when the foundation is faulty. The same is true for us. Exercise good judgment, deliver on your commitments, and know your capacity—every base has its threshold, after all. Most importantly, back your teammates. We're stronger than reinforced concrete when we support each other. Build Our Fanbase: Our mission is to grow the size of the pie for everyone in construction. We only achieve that audacious goal if we keep our customers front and center. Work tenaciously to build smarter systems that solve real problems for our customers, positively impact their businesses and lives, and make them loyal fans. Shoot Straight: We speak directly, candidly, and respectfully. We prioritize transparency, err on over-communicating, and understand that differing opinions and perspectives are part of a healthy company. Ultimately, it's okay to disagree with—but still commit to—the chosen direction. At Siteline, we're looking for people with passion, grit, and integrity. We encourage you to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. We know that diverse perspectives foster the innovation we need to be successful, and we are committed to building a team that encompasses a variety of backgrounds, experiences, and skills. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Join us!

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