NEW YORK, NY

Senior Technical Onboarding Manager
at Union Crate

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About the company

Union Crate
We’re a diverse, tight-knit team of CPG veterans, rebels, and futurists who believe the future of supply chain will be driven by Union Crate. We value accountability, kindness, GIFs, collaboration, commitment, coffee, and snacks.

We enable CPG companies to build and manage a supply chain that is driven by consumer demand. If you want to be part of building a next-generation supply chain platform and help control how goods move around the world then we want to meet you. 


About the role

Who We’re Looking For

We feel that the right person for this role should be able to check many of the following boxes:

  • Experience in SQL, or other data manipulation and communicating and deriving insights is required.
  • Strong project management skills
  • Knowledge of the CPG or CG industry (experience in Analytics, Business Intelligence, Supply Chain, or Category Management are big pluses).
  • Basic understanding of supply chains.
  • SAAS experience is a big plus.
  • Relationship-building experience, both online and face-to-face.

What You’ll Do

The Senior Technical Onboarding Manager will be a core team member at Unioncrate. You will build, maintain, and grow relationships with our clients, all of whom operate in the CPG industry, while leading their Onboarding. You must be able to wear numerous hats: from interfacing with key executives to understand priorities and goals, to and tracking metrics to drive platform adoption, customer engagement, customer satisfaction, and ultimately enable growth.

The opportunity to work cross-functionally—sales, and tech teams will be your partners in crime—should excite you. In this role you’ll also have a large voice in the overall product, since, in many instances, you’ll represent the needs of our clients and learnings from their first experiences with the tools. You must be proactive, organized, and enjoy optimizing processes and customer experiences.


Primary Responsibilities

Client Relationships and Account Management

  • Manage, and be accountable for client onboardings that range from large enterprises to SMEs and startups.
  • Understand, anticipate, and address clients’ onboarding needs to drive the success of key accounts. No process is perfect, we expect iteration and refinement.
  • Communicate with C-level executives (including founders) and confidently convey Unioncrate’s value proposition.
  • Earn the trust and respect of every member of our client’s teams.
  • Develop and present quarterly business reviews to leadership on onboarding successes, gaps, etc.

Internal Project Management

  • Understand the components to a client’s contract and the resources required to onboard and execute them.
  • Set realistic, but aggressive timelines internally and externally to ensure clients have a positive onboarding experience.
  • Establish methods to collect and analyze client feedback in order to identify best-in-class practices.
  • Develop and implement perpetual processes improvements, testing with clients, then communicate to our development teams drive product/onboarding improvements.

Sales

  • Assist sales team to proactively manage customer pipeline and onboarding capacity/queue.

Qualifications / Requirements

  • A track record of communicating with C-suite/leadership/upper-level management, including founders, and growing those relationships over time
  • 2-5 years experience overall in a data based role within CPG or another supply chain heavy industry.
  • 2-5 years experience overall in account management or vendor management for SaaS solutions within CPG or another supply chain heavy industry.
  • Comfort in a fast-paced, data-and-smile-heavy environment that values both collaboration and independently-driven projects.

Skills

SQL

Account Management

Product Management

Data Analysis

Software Engineering

Saas

Onboarding

Customer Retention

Customer Success




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