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Onboarding Strategy Consultants at Optimizely are an important part of the Onboarding team within the broader Customer Success organization. They help guide customers through a successful onboarding experience, accelerate product adoption, and ensure customers get value quickly from Optimizely’s full suite of Content Management, Optimization, AI, and eCommerce solutions.
Job Responsibility:
Deliver a high-touch onboarding experience for customers, serving as a trusted product expert on the Optimizely Onboarding team
Manage customer onboarding projects and work closely with implementation partners to ensure successful setup and launch
Drive product adoption by understanding each customer’s goals and helping translate those goals into practical product solutions
Strong discovery skills with the ability to understand customer processes and turn them into practical AI-driven workflows
Gather customer requirements and either configure solutions directly or partner with Solutions Architects and other teams when needed
Manage multiple onboarding projects at once, often across several products, while balancing timelines, priorities, customer satisfaction, and technical quality
Lead onboarding workshops, best practice sessions, product training, and configuration meetings
Identify blockers or product issues early, coordinate the right meetings to resolve them, and escalate enhancement requests or support needs when appropriate
Stay current on Optimizely products and features to provide accurate, consistent guidance across the full product suite
Attend internal product update sessions to learn about upcoming releases and apply new capabilities to customer programs
Partner closely with Account Managers, Solutions Architects, and Solutions Consultants to deliver a smooth onboarding experience
Participate in pre-sales scoping calls to help shape custom service packages and contribute to Statements of Work when needed
Requirements:
At least 3+ years of customer onboarding or implementation, ideally in a SaaS / PaaS environment
1+ year(s) experience crafting agentic AI workflows for customers
Marketing Technology experience is a huge plus
Bonus points if familiar with Optimizely products
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
Demonstrated ability to communicate with technical, non-technical and executive personnel
Exceptional problem-solving skills and ability to be flexible to project situations
Ability to research, analyze and provide a solution to newly identified issues
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)
Working knowledge of Content Management Systems with a baseline knowledge of Cloud Computing, B2B & B2C Commerce solutions as well as related analytic, social and marketing tools
Ability to work well under pressure, while retaining focus and composure
Drive to learn and share knowledge with customers and teammates
Confident
self-motivated and driven to achieve
Energetic, lively and have an engaging personality and enjoy working in a team environment