Senior Manager, CRM and Client Onboarding

Job Description: • Lead, develop, and hold accountable a small onboarding team responsible for end-to-end GoIQ CRM implementations • Serve as the internal CRM subject matter expert and own configuration and quality of new client CRM environments • Own and continuously improve the structured client onboarding journey from kickoff through go-live and the first 90-day check-in • Build and maintain a documented onboarding playbook • Develop and maintain standardized GoIQ CRM templates • Build client-facing marketing automation programs, including lead nurture, review request, missed call text-back, and re-engagement workflows • Lead or support client kickoff calls, platform walkthroughs, and training sessions • Establish and monitor onboarding health metrics, including time-to-launch, activation rates, early churn signals, and 90-day satisfaction • Partner with sales and client success on client handoffs • Report onboarding performance metrics to leadership and identify solutions to friction points • Present results, strategies, and client updates using PowerPoint or Google Slides • Contribute to special projects and cross-functional initiatives • Stay hands-on with new client onboarding and translate delivery work into playbook improvements Requirements: • Bachelor's degree in Marketing, Business, Communications, or a related field required • 3+ years of hands-on, advanced CRM platform experience required • Account configuration, automation workflow design, and integration setup experience • CRM platform certification or administrator-level expertise in 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 • Strong marketing knowledge for guiding SMB clients toward effective automation strategies • Experience building CRM templates, automation workflows, and onboarding playbooks • Familiarity with CRM integrations including Zapier, Make, Stripe, calendar tools, and SMS/email providers • Experience with SMB clients in home services, franchises, professional services, or healthcare is a strong plus • Proficiency with onboarding and retention metrics and ability to build simple dashboards or reports • Advanced administrator-level expertise in GoHighLevel, HubSpot, or comparable platforms, including pipelines, workflows, forms, integrations, and account configuration • Ability to communicate platform complexity in plain language to non-technical SMB owners • Prolonged periods sitting at a desk and working on a computer • Prolonged periods attending or presenting on video calls with camera on 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 tied to division ARR milestones • Personal framework for setting and achieving Financial, Professional, and Personal Goals • Access to BizIQ’s coaching and development ecosystem • Tell Me / Show Me / Let Me / Coach Me onboarding model • Employee Maturity Model career pathing • Ongoing leadership development support • Hands-on leadership of AI and automation tools integrated into daily work • Generous PTO that grows with tenure • Floating holidays • Paid parental leave • Pet insurance • Employee Assistance Program • Peer-to-peer recognition program with real rewards, including weekly prizes and gift cards • Reasonable accommodations may be made to enable individuals with disabilities to perform essential requirements