OnBoard
Board Management Software
CustomerSuccessManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Customer Success Manager at OnBoard. Skills: Customer Success, Account Management, Client Relations. Manage a portfolio of customers. Ensure customer satisfaction”
Industry & Context.
Problem-solving skills; Analytical skills
What They're Looking For.
Must Have
5-7 years experience with cross-functional collaboration, 1+ years experience managing a book of clients of at least 200
Nice to Have
Exposure to C-Level executives, Exposure to Legal Teams, Demonstrated knowledge and hands-on experience with artificial intelligence tools and concepts, Passion for understanding and helping customers solve real-world business challenges by leveraging technology solutions
What You'll Do.
Manage a portfolio of customers
Ensure customer satisfaction
Ensure customer success with products
Serve as primary point of contact for customers
Collaborate with customers to understand needs
Address customer concerns
Provide guidance to customers
Provide support to customers
Achieve customer goals
Develop customer relationships
Drive adoption of platforms
Drive engagement with platforms
Identify growth opportunities within accounts
Nurture growth opportunities within accounts
Manage multiple products
Manage growing revenue for book of accounts
How You'll Work.
Team & Collaboration
Cross-functional collaboration; Sales collaboration; Customer Experience collaboration; Product/Development collaboration
Communication Scope
Verbal communication; Written communication; Presentation skills
Process & Methodology
Project management
Full Job Description
Customer Success Manager Function: Customer Success Reports to: Vice President, Customer Experience + Specialist Projects Reviewed: 6.2026 Position Summary: As a Customer Success Manager, you will be responsible for managing a portfolio of customers and ensuring their satisfaction and success with our products and services. You will be the primary point of contact for your customers, collaborating closely with them to understand their needs, address their concerns, and provide the guidance and support required to achieve their goals. In addition to developing strong customer relationships and driving adoption and engagement with our Govenda and OnBoard platforms, you will play a key role in identifying and nurturing growth opportunities within your accounts, such as upselling and expanding product usage. You may be responsible for multiple products, including onboarding and migration of customers. We are looking for candidates in the Eastern or Central time zones to support our global customer base. Key Responsibilities: Customer Relationship Management: Serve as the primary point of contact for a portfolio of customers, building strong, long-term relationships and understanding their business goals and challenges. Customer Satisfaction managing growing revenue for your book of accounts. 5-7 years experience with cross-functional collaboration including Sales, Customer Experience, Product/Development, and other internal teams. 1+ years experience in managing a book of clients of at least 200. Exposure to C-Level executives and Legal Teams strongly preferred. Preferred: Demonstrated knowledge and hands-on experience with artificial intelligence tools and concepts (such as machine learning, NLP, or automation) Passion for understanding and helping customers solve real-world business challenges by leveraging technology solutions. Excellent problem-solving and analytical skills, with the ability to identify and address issues in a timely manner. Ability to manage custom
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