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Posted 5 hours ago
Customer Success Executive (Onboarding)
MetaformsCustomer Success Executive (Onboarding)
Perks & benefits
Education AllowanceHealth InsuranceCommissionPaid LeaveRelocation Allowance
Requirements
3-5 years B2B SaaS customer success experience, Experience managing enterprise onboarding programs, Strong project management skills, Excellent communication skills, Technical troubleshooting ability
Skills
SaaScustomer successProject Management
About the role
About the Company
Metaforms is redefining how market research gets done. Our AI platform empowers the world's leading research agencies to scale 10x faster while maintaining uncompromising quality. We serve Fortune 500 companies across the globe and are a Series A funded company experiencing rapid growth.
Responsibilities
- Own the end-to-end onboarding process for every new customer from contract signing to platform go-live
- Build and improve structured onboarding playbooks, timelines, and success criteria
- Run kickoff calls, training sessions, and check-ins to establish customer habits and configurations
- Design and manage structured pilots with new accounts, defining success criteria and driving outcomes
- Develop customer-facing training materials, onboarding guides, and workflow documentation
- Partner with Product and Engineering to surface friction points and recurring onboarding challenges
- Hand off successfully onboarded accounts to the ongoing CS function with clear documentation
Requirements
- 3–5 years of experience in customer success, onboarding, or implementation at a B2B SaaS company
- Proven track record of managing structured onboarding programs for enterprise or mid-market customers
- Strong project management instincts and ability to manage multiple onboardings in parallel
- Excellent written and verbal communication skills
- Ability to understand and troubleshoot technically complex products
- High ownership mindset to ensure customers reach successful go-live
Preferred Qualifications
- Experience onboarding customers onto AI-driven or data-heavy SaaS platforms
- Familiarity with market research, survey programming, or research operations workflows
- Experience running structured pilots or proof-of-concept engagements
- Exposure to enterprise customers with complex technical and organizational requirements
Benefits
- Full family health insurance
- $1,000 USD annual learning and development budget
- Dedicated mentor and coaching support
- Free snacks and dinner at the office
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Get started — it's freeCustomer Success Executive (Onboarding)
Metaforms · Bengaluru
