Openings >> Director of Onboarding
Director of Onboarding
Title:Director of Onboarding
Department:Client Services
Location:Headquarters - Santa Clara, CA

Director of Onboarding   

The position serves as a key member of the Global Customer Success leadership team. As the director of onboarding, you will have the responsibility of leading a highly skilled team of project managers, onboarding customer success managers and solution consultants in all aspects of the onboarding, service delivery and implementation services. You will work closely with Senior Management, Sales, Product Management, Engineering, Customer Success and COE teams to ensure flawless execution of projects ensuring that they are delivered with the highest quality, on-time, within scope and within budget. The candidate will be able to hire, motivate, develop and retain quality service delivery team members; build and ensure adherence to deployment processes; leverage systems and tools to drive productivity; and leverage metrics to improve performance of the team.

Duties and Responsibilities

  • Drive company strategy in the development and execution of service delivery and implementation services.
  • Provide superior onboarding experience to Milestone’s customers
  • Lead a geographically distributed service delivery function that includes project managers, onboarding CSMs and solution consultants to onboard customers globally onto Milestone’s product and services
  • Lead by example to cultivate and maintain Milestone culture and best practices within the team
  • Manage and develop a highly motivated onboarding team, including hiring, motivation, professional development, and retention
  • Identify and facilitate training programs which will improve product knowledge, technical skills, process know-how and customer handling skills of team members
  • Work with the sales team to develop and present proposals, scope of work and final agreements for complex projects
  • Design, develop and implement processes, systems, and technology to operationalize and improve the onboarding function
  • Ensure integration of implementation services with other functions, such as sales, product, engineering, COE and customer success teams by defining touch-points, hand-offs, SLAs, etc.
  • Define, track and improve operational metrics for effective service delivery operations
  • Handle customer and internal escalations and deal personally with difficult project situations and issues
  • Work with Milestone's sales, product, engineering, customer success and COE teams to identify and optimize the end to end service delivery operations
  • Work with the relevant teams to identify, prioritize and resolve project issues in order to meet customer objectives and project goals
  • Feed “Product Intelligence” and “Customer Intelligence” to the product, engineering, COE and customer success teams
  • Improve book to bill (time to value) to increase Milestone’s revenue and margins
  • Maintain a high rate of utilization in the team
  • Continuously identify ways of process improvement and increasing productivity of the team


Required Skills/Experience

  • A minimum of ten years of service delivery and/or professional services experience
  • Experience in customer engagement management and strong project management ideally in the area of digital marketing. Experience must include interactions and building relationships at the executive decision maker level as well as handling of large complex customer projects
  • Must have led large customer facing website development projects. Exposure to digital marketing including SEO, APIs, search technologies, digital marketing strategies such as SEO, Google Ads, PPC, Social media is highly desirable
  • Must have 5+ years experience leading teams
  • Experience working with large enterprise customers
  • Proven leadership and interpersonal skills with ability to influence, work, establish and maintain influential relationships with customers and cross functional team members
  • Ability to analyze and enhance best practices, processes and procedures to improve efficiency and effectiveness of implementation services delivery
  • Excellent communications skills, both in written and verbal communications, with the ability to deliver effective group presentations, group facilitation and one-on-one consultation is a must
  • Must have the ability to multitask in a dynamic, fast paced environment
  • Self motivated, flexible and results driven
  • Requires a passion for delivering customer success
  • BS / BA. MBA is preferred


Preferred Knowledge, Skills, Abilities, And Background

  • Experience in a start-up company or digital marketing agency
  • Experience building/scaling a professional services or service delivery team from scratch or leading major transformational changes in an organization
  • Highly energetic, and a willingness to 'roll up sleeves' and do whatever it takes to achieve desired results
  • Strong people leadership skills who can inspire confidence in team
  • Analytical problem solver with critical thinking capability


About Milestone:

Milestone is a premier provider of Digital Marketing Software and Services with over 250 employees and 4 locations world-wide. Our customers include some of world’s premium brands such as US Bank, Marriott, Hyatt and TrueValue, who use Milestone products to improve the experience of their consumers and increase search visibility for their branches and locations across the Google, Bing, Yelp, Maps, and the rest of the internet ecosystem. Our leadership team has decades of experience in the world of digital marketing and enterprise software and services, and are frequently featured as premier speakers at global conferences like SMX. With over 500 awards and 2,000+ customers, Milestone is recognized for its achievements by both our peers and by industry experts. Learn more about Milestone at Services offered by Milestone include the following:

Milestone’s Digital Marketing Cloud Solution

Milestone Software Platform Solutions

    • Milestone CMS™ - Website Development
    • Milestone Local™ - Local Listings and Events Management Software
    • Milestone Social™ - Social Media Management Software
    • Milestone Reviews™ - Reputation Management Software
    • Milestone Analytics™ - Digital Marketing and Analytics Software
    • Milestone Insights™ - Digital Audit and Competitive Analysis Software

Milestone Services

    • Website design - creative design and content
    • Technical SEO including schema deployment on 3rd party CMS sites
    • Social content marketing
    • Paid marketing and Omnichannel Campaigns
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