Customer Onboarding Manager

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PURPOSE:

The Predictive Index (PI) is a talent optimization platform that gives business leaders access to the people data they need to make objective hiring decisions, design great teams and culture, and reach their strategic business goals. PI has more than 7,000 customers across 142+ countries including Nissan, Citizens Bank, DocuSign, Subway, 47 Brand, Blue Cross Blue Shield, and Omni Hotels.

PI is a scientific instrument that has undergone more than 500 validity studies. Our team takes great pride in PI’s power to improve and supercharge workplace relationships and culture—and we’re our own best case study! You’ll be part of a mission that inspires you, and you’ll be surrounded by fun, smart, motivated people day in and day out. Our company motto is “Better work, better world,” and we take that to heart, especially when it comes to our own people.

POSITION:

The Onboarding Manager will be the PI expert responsible for helping new clients bring PI to their organization and align their talent goals to their strategic goals. They own the Onboarding program along with its metrics for success. They will use their subject expertise and project management skills to guide clients through the PI Onboarding program and drive initial adoption. This includes hosting kickoff calls to discuss and help clients plan their implementation, hosting online training sessions, and ensuring the client is on track with their onboarding timeline. The Onboarding Manager owns the customer success metrics and is the voice of the customer within PI. This role is ideal for an individual who has the ability to work as part of cross-functional teams, grasp overall strategy while executing specific tasks within a process and can manage the success of multiple customers simultaneously.

The Predictive Index is a place where people with diverse backgrounds, experiences, and perspectives collaborate on amazing, important work. We celebrate our differences, knowing that they are fundamental to our success as an organization. “Better Work, Better World,” starts here, in an organization where every member of the PI community is valued, respected, and welcome. We encourage people from underrepresented backgrounds to apply.

You’ll be responsible for:

  • Setting up PI customers for success by helping them align their talent goals to their organizational goals.
  • Defining and maintaining onboarding of new customers based on our strategic initiatives
  • Defining, tracking and achieving key performance indicators for the onboarding program on a quarterly basis
  • Owning the implementation process for assigned accounts which include: successful onboarding, training of the software and PI methodology, and driving adoption
  • Operating as the primary point of contact during assigned customers onboarding phase
  • Ensuring the timely and successful completion of new customer onboarding for all assigned accounts
  • Identifying and tracking key performance indicators for customer progress and driving activities to ensure adoption and development of PI champions
  • Setting expectations with customers on deliverables related to their onboarding to ensure optimal time to value recognition
  • Hosting virtual training sessions for new customer as needed
  • Actively communicating with Account Executives, Customer Success Managers, Customer Service, and Training Coordinators
  • Assisting with high severity requests or issue escalations as needed
  • Participating in cross-functional groups to establish enhancements to communications, tools, and products
  • Reviewing client feedback to continuously improve the onboarding process

We think it’s important that you have:

  • Strong business background including project management, account management, problem-solving, business planning, and analytical skills
  • Excellent interpersonal, communication (both written and verbal), and presentation skills
  • Experience in delivering client-focused solutions based on customer needs
  • Strong experience in developing and tracking KPI
  • Demonstrated ability to communicate, present and influence credibly and effectively across all levels of the organization, including executive and C-level
  • Proven ability to manage multiple projects at a time while paying strict attention to detail
  • Prior experience in customer onboarding, training, implementation, project management, or other relevant experience preferred
  • BA/BS degree or equivalent
  • Experience in Human Resources is desirable

Those who excel at The Predictive Index are:

  • Cross-functional – at PI, we work as a team!
  • Smart – learn our systems and our industry quickly.
  • Energetic – we have a vibrant office, and when you’re on, you’re on.
  • Driven – we are growing so you MUST be willing to roll up your sleeves.
  • Fun – because we work hard, we like to play hard - we hope you do too!


The Predictive Index participates in E-Verify. E-Verify is an Internet-based system that compares information from an employee's Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • JavascriptLanguages
    • TypeScriptLanguages
    • Node.jsFrameworks
    • .NET CoreFrameworks
    • CosmosDBDatabases
    • SQL AzureDatabases
    • PardotAnalytics
    • DoceboAnalytics
    • DomoAnalytics
    • AsanaManagement
    • JIRAManagement
    • DomoManagement
    • WordpressCMS
    • SalesforceCRM
    • Salesforce PardotCRM
    • SalesloftCRM

Location

Headquartered in Westwood MA, conveniently located close to amazing restaurants, a shopping center and just minutes away from the 128 Train station for our commuters. We continue to grow locally and across the US as we embrace remote-friendly work.

An Insider's view of The Predictive Index

How would you describe the company’s work-life balance?

I think The Predictive Index really puts its people first. My manager has been really supportive of my needs in and out of the office. I think having a manager that cares about me as a whole person makes me feel more fulfilled and energized to come to work.

Caraline

Product Release Program Specialist

What does your typical day look like?

I'd say a good "typical" day is spent either in scrum meetings, mentoring, coding, doing system design, incident response, writing technical stories, interviewing as we are hiring and growing fast, technical documentation and other team meetings.

Pankaj

Sr.Software Engineer

How does the company support your career growth?

PI and my team have done a lot to map out a career path from having monthly discussions to filling out a personal development chart. This has allowed me to clearly see a future as well as understand what it is going to take to achieve my goals, and I know PI will help me get there.

John

Account Executive

What is your vision for the company?

The Predictive Index is in the business of connecting business strategy with business results through people. As a product leader, my vision is to bring our products to the world with accessible, easy-to-get-started offerings, regardless of where you're starting. Anyone can build their self awareness and drive meaningful change.

Alisa

Senior Vice President, Product

How do you collaborate with other teams in the company?

Collaboration at PI is one of my favorite parts of my job! My role in product allows me to collaborate with incredibly smart and talented coworkers across the business and turn ideas into reality. In addition, there are always projects and initiatives to get involved with that allow you the opportunity to build relationships and learn something

Megan

Manager, Product Management

What are The Predictive Index Perks + Benefits

The Predictive Index Benefits Overview

At Predictive Index we’re focused on investing in the well-being of our employees and delivering an exceptional employee experience. We offer a variety of benefits and perks, including two incredible options for healthcare that are over 85% employer paid, one with an option for a Health Savings Account that PI makes a gift contribution to, and one with an 80% Health Reimbursement Arrangement on deductible expenses! All employees also benefit from employer-paid life insurance and disability insurance, have the access to dental and vision insurance, and have plenty of time to rest, recharge, and find balance with unlimited PTO. 401K with employer match in there too.
In addition, we are a remote-first company. Employees have the choice of 3 work options:
Field: 100% remote, with $1,000 one-time stipend*
Flow: 1-2 days per-week in the office, with $500 stipend*
Studio: 3+ days per week in the office, an assigned desk to call home, and access to perks of being in the office - free food, snacks, beverages, etc.
* there are no stipulations on how the stipend is spent.
Additional perks include tuition reimbursement, commuter expenses, paid parental leave. We host a weekly on-site lunch and happy hour for employees.
We’re all about making your time spent at work as enjoyable as possible and giving the flexibility for work and life to easily coexist.

Culture
Volunteer in local community
Partners with nonprofits
We partner with organizations around Boston like Fathers Uplift, as well as Friends of the Blue Hills, Westwood Food Pantry, Needham Community Council, the Greater Boston Food Bank, and Toys for Tots.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Flexible work environment includes: *Field (100% remote) *Flow (1-2 days in office) *Studio (3+ days in the office per week) (Virtually connected with PIoneers working remotely in 24 states)
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Wellness days
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Fitness stipend
Home-office stipend for remote employees
Meditation space
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Customized development tracks
Paid industry certifications

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