Chatbot Integration & Onboarding Specialist/Manager/Consultant
Job Summary
Job Description
We are seeking a Chatbot Integration & Onboarding Specialist/Manager/Consultant to join our team. In this role, you will be one of the first members of the post-sales team to work with new and existing clients, responsible for transitioning them from sales through onboarding and implementation of our AI-native platform. Your goal is to reinforce our vision of true 1-to-1 personalization driven by client data, manage project delivery, and ensure accelerated time-to-value. You will provide technical guidance, support clients through setup, and recommend optimal integration solutions. This role requires strong project management, technical knowledge, and a deep understanding of client applications and data to ensure smooth platform adoption and client confidence.
Must have:
- 1+ year SaaS project management experience
- Strong written and verbal communication skills
- Excellent time and task management
- Ability to communicate with stakeholders
- Deliver projects on time
- Bachelor's degree
- Familiarity with digital communication channels
- Attention to detail
Good to have:
- AI product recommendation tools experience
- Customer onboarding background
- Chatbot implementation experience
- Customer journey design background
9 skills required
Job Details
Before jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick.
About us
We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are the #1 AI-native platform for Customer Experience and Marketing—offers marketers a single platform to deliver unique experiences per person, drive profitable growth, and unleash peak productivity and efficiency. Our platform connects data across channels, predicts future behavior with AI, and individualizes experiences from a single platform.
We have just celebrated our $500M Series E funding round, led by General Atlantic. Before this, we’ve unlocked unicorn status following our Series D round. We are backed by top-notch investors, including Sequoia Capital, QIA, Riverwood, and Endeavor Catalyst, and trusted by 1200+ brands from high-growth startups to the most prestigious Fortune 500 companies such as Samsung, Coca-Cola, Nike, L’Oreal, Singapore Airlines, Virgin, Nestle, Nissan, Lenovo, Puma, IKEA, Allianz, Dominos, CNN, and the list goes on.
Having unlocked unicorn status, Insider was congratulated for becoming one of the only woman-founded, women-led B2B SaaS unicorns in the world, to achieve $200M in CARR (Committed Annual Recurring Revenue). Insider was named a leader in The Forrester Wave for Cross-Channel Campaign Management 2021, and Leader in the IDC MarketScape: Worldwide Omnichannel Marketing Platforms for B2C Enterprises 2023 Assessment. The company has been recognized in The Top 1% of all software companies worldwide in G2’s 2024 Software Awards, and named in The Top 10 Best Software Products with the most #1 rankings alongside other software legends like Google, Zoom, and Monday.com. According to G2’s Spring’24 reports. Insider is also the #1 G2 Leader in 6+ categories, including Customer Data Platforms (CDP), Personalization Engines, Personalization Software, Mobile Marketing, Customer Journey Analytics, and e-commerce Personalization.
When our team founded Insider, they not only sought to create a product company but also to build the most socially progressive technology community in the world. Through our corporate social responsibility initiatives like 100Projects SheCodes, SheLeads, and SheMarkables, our community has committed to scaling its impact into our communities across 27+ countries, spearheading transformative projects in areas such as health, education, farming, animal rights, and increasing the proportional representation of women in STEM careers.
Behind all these achievements, there is an exceptionally talented and passionate team across 27+ countries that moves fast and agile, creates cutting-edge products, and focuses on making an impact. If you want to join us on this journey, just keep reading.
The Customer Onboarding Manager is one of the first members of the post-sales team to work with new and existing clients. The Customer Onboarding Manager is responsible for transitioning our clients from the sales process through onboarding and implementation of their new platform, while reinforcing the Insider vision of true 1-to-1 personalisation driven by the client’s data. Responsible for understanding client’s business requirements and use-cases, managing project delivery, and ensuring accelerated time-to-value realisation from their investment in Insider.
It is critical during this initial period that our new clients are enabled and empowered to use the platform to its fullest potential. The Customer Onboarding Manager is the key member of the Onboarding team. They are responsible for ensuring smooth, timely, and complete Insider platform adoption and client confidence in their new system.
Using a combination of hands-on approach with strong project management principles and technical knowledge, the Customer Onboarding Manager will be responsible for providing technical guidance to the client. Supporting clients through setup while having a full understanding of the client's application environment and data in order to provide optimal solution design recommendations for integration in a timely and impactful manner.
Qualifications:
- 1+ year experience in SaaS project management and client onboarding
- Strong written and verbal communication skills (English & Native Language)
- Strong time and task management skills are a must
- Strong at Communication with Internal & External Stakeholders
- Delivering projects in a timely and qualified manner
- Exposure to and understanding of AI driven product recommendation tools and algorithms is an advantage
- A bachelor’s degree
- Background in customer onboarding, chatbot implementation, or customer journey design.
- Familiarity with digital communication channels: Apple Messages for Business, Google Business Messages, In-App, SMS, Voice, Web, WhatsApp.
- To juggle multiple tasks at the same time with superior project and time management skills. And a keen eye for detail!
- Cherish one of our core ethos: care. You’ll need to care for our clients and make sure they feel at home with our products and our assistance
- Have the ability and flexibility to work in a fast-paced startup environment
Responsibilities:
- Manage end-to-end chatbot onboarding processes in collaboration with Customer Success Managers and Account Leads.
- Translate customer journeys into engaging, AI-powered conversational flows.
- Build assistant maps and scenario-based designs on the MindBehind platform.
- Conduct AI tests and chatbot data studies to ensure accuracy and excellence.
- Prepare actionable reports and insights in line with client expectations.
- Keep flow documents, brand guidelines, and assistant configurations up to date.
- Execute Jira tasks on schedule and contribute to project tracking processes.
We provide equal opportunity in a zero-discrimination workplace and not just welcome but also embrace everyone without regard to sex, race, color, nationality, religion, gender identity, sexual orientation, disability status, citizenship, or marital status.
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