BizIQ - Smart Growth Marketing logo
BizIQ - Smart Growth Marketing

Increase your Business Marketing IQ with the #1 Rated Small Business Digital Marketing Firm in the USA.

Senior Manager, CRM & Client Onboarding

Onboarding SpecialistCustomer SuccessFull TimeRemoteSeniorTeam 51-200Since 2012H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Senior Manager, CRM & Client Onboarding

BizIQ - Smart Growth Marketing

• Lead, develop, and hold accountable a small onboarding team responsible for the end-to-end delivery of GoIQ CRM implementations for new BizIQ clients • Serve as the internal CRM subject matter expert, owning the configuration and quality of every new client's CRM environment, including pipelines, automation workflows, forms, and integrations • Own and continuously improve BizIQ's structured client onboarding journey — from kickoff call through platform go-live and the first 90-day check-in • Build and maintain a fully documented onboarding playbook that standardizes the client experience, reduces time-to-value, and scales with the team • Develop and maintain GoIQ's standardized CRM templates, the base setup deployed to every new client, evolving them as the platform and client needs change • Build client-facing marketing automation programs within the CRM, including lead nurture sequences, review request workflows, missed call text-back, and re-engagement campaigns • Lead or directly support client kickoff calls, platform walkthroughs, and training sessions that set expectations and build confidence from the first interaction • Establish and monitor onboarding health metrics, including time-to-launch, client activation rates, early churn signals, and 90-day satisfaction • Partner cross-functionally with sales and client success to ensure seamless handoffs before and after onboarding • Report onboarding performance metrics to leadership on a regular cadence, identifying friction points and proactively building solutions • Effectively present results, strategies, and client updates using tools such as PowerPoint or Google Slides • Contribute to special projects and cross-functional initiatives that move the business forward • Stay personally involved in onboarding new clients on an ongoing basis, translating hands-on delivery work directly into playbook improvements

Job Requirements

  • Bachelor's degree in Marketing, Business, Communications, or a related field required
  • 3+ years of hands-on, advanced CRM platform experience required, including account configuration, automation workflow design, and integration setup
  • CRM platform certification or demonstrated administrator-level expertise (e.g., GoHighLevel, HubSpot, or similar) strongly preferred
  • 2+ years of experience leading or managing a small team in an onboarding, client success, or CRM implementation environment
  • Proven track record designing and delivering structured client onboarding experiences that drive adoption, reduce churn, and build long-term platform loyalty
  • Strong marketing knowledge — enough to guide SMB clients toward automation strategies that serve their actual business goals
  • Familiarity with CRM integrations including Zapier, Make, Stripe, calendar tools, and SMS/email providers
  • Experience working with SMB clients across home services, franchises, professional services, or healthcare verticals is a strong plus
  • Proficiency with onboarding and retention metrics, with the ability to build simple dashboards or reports that communicate client health and team performance to leadership

Benefits

  • Medical, dental, and vision coverage for you and your dependents
  • Life insurance
  • Disability insurance
  • Company HSA contributions
  • 401(k) with company match
  • Performance-based bonus opportunities
  • Access to BizIQ’s coaching and development ecosystem
  • Employee Maturity Model career pathing
  • Ongoing leadership development support
  • Generous PTO that grows with your tenure
  • Floating holidays
  • Paid parental leave
  • Pet insurance
  • Employee Assistance Program
  • Peer-to-peer recognition program including weekly prizes and gift cards

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