Blue Onion Labs

Single source of truth for a company's financial data

Onboarding Manager

Blue Onion Labs HQ
Job Type
3+ years
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Lyndsey Bunting
Lyndsey Bunting

About the role

We started the company as a group of friends with different backgrounds and different areas of expertise; that’s the type of culture we’re looking to maintain as we grow. We’ve been successful so far because we’ve prioritized maintaining what made us successful from the start at scale. We care about maintaining this in our employee base, always seeking to bring in different perspectives and experiences to our growing team. Thanks for your interest in joining our team!

How We’re Different

  • We’re a lean team so all of your work will have a direct and measurable impact on the business.

  • You’ll have the opportunity to interact with and shape the experience for all our amazing new customers that are joining the Blue Onion platform.

  • You’ll work directly with the founders and have a voice in customer success and product strategy.

What Your Day Would Look Like

  • Manage the comprehensive onboarding for all new customers to ensure a highly organized program with detailed goals, timelines, and processes. Serve as the primary point of contact for customers during the onboarding and implementation phase of the customer lifecycle.

  • Build implementation strategies to ensure customers in all customer segments are onboarded within the defined SLAs. Coordinate communication with other areas of the business to ensure a streamlined approach for each and every customer.

  • Work directly with customers to set appropriate expectations, address customer goals, determine target dates, manage customer tasks, and provide regular project updates during the onboarding phase of the customer lifecycle.

  • Collaborate with the customer success team to create a streamlined and cohesive approach that allows customers to get successfully implemented.

  • Manage multiple simultaneous onboarding projects at one time, balancing priorities of business results, customer satisfaction, and technical quality.

  • Provide best practices and mentorship to customers on how best to implement the Blue Onion platform. Provide thought leadership with regards to overcoming challenges the customer is facing.

  • Ensure appropriate handoff of new accounts to the Customer Success Manager and/or the Account Manager. Build out a standardized information flow/transition document to prepare the CSM and AM for success, including documenting wins and challenges the customer faced during the onboarding process.

  • Serve as the primary owner of the Onboarding segment of the Customer Journey tasks in our customer success tool. Document all steps and touchpoints as appropriate.

What We Look For

  • You’re the best at what you do, take ownership for your work and are constantly looking to learn

  • BA/BS degree. At least 3+ years of customer success and/or project management, ideally in a SaaS environment.

  • Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.

  • Highly collaborative, organized, and execution-oriented with strong presentation skills.

  • Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work.

  • Excellent problem-solving skills and ability to be flexible to project situations. Ability to research, analyze and provide a solution to newly identified issues.

  • Experience developing, installing, training, and/or supporting B2B solutions (bonus points for previous experience with fintech or accounting-related software).

  • Highly familiar with customer success tools (i.e. Totango, Gainsight, Vitally, etc.).

  • Able to be successful in a fast-paced environment that rewards hard work and self-motivation.

  • Superior relationship and communication skills (both verbal and written).

Why you should join Blue Onion Labs

Blue Onion is reimagining data infrastructure for finance and accounting teams. We're building a new paradigm for how companies manage financial data - from monolithic software that can take a year to implement to flexible, API-first solutions. We're backed by investors that know startups and know the problems in this space, including Y Combinator and the former CEO of Visa.

Blue Onion Labs
Team Size:3
Location:New York
Lyndsey Bunting
Lyndsey Bunting
Manav Malhotra
Manav Malhotra
Charles McMillan
Charles McMillan