Customer Onboarding Strategist, Mid-Market

We’re growing quickly, and we’re looking for a proactive, empathetic, and eager Customer Onboarding Strategist to join our team and make a big impact. 

Customer churn starts during onboarding. As a Customer Onboarding Strategist, your mission will be to set up mid-market and small business customers for immediate success by facilitating the implementation process. You should be excited about educating new customers and ensuring a smooth adoption of our products and services. You will be responsible for rapidly understanding each customer’s business and communications requirements and driving them to realize a fast time-to-value from their investment in Muck Rack as efficiently as possible. You’ll be a great fit for this role if you enjoy taking ownership and see yourself as a collaborator working with customers to deliver great results.

What you’ll do:

• Partner with new customers to understand their communications goals and translate those goals into effective platform configuration and onboarding workflows

• Lead onboarding experiences that balance immediate setup needs with long-term scalability and adoption across Muck Rack’s platform

• Guide customers through core workflows including monitoring, reporting, media database usage, and pitching, helping them understand how these capabilities connect over time

• Configure and refine monitoring inputs (e.g., Trackers, Boolean logic, reporting structures), making thoughtful tradeoffs between precision, efficiency, and future flexibility

• Help customers establish strong foundational context in Muck Rack (such as coverage, reporting structure, and monitoring strategy) that can support future feature adoption as the platform evolves

• Project manage around 25 - 30 onboardings concurrently, coordinating closely with Customer Success Managers, Media Intelligence, and other internal partners to ensure smooth handoff post-onboarding

• Educate customers not just on how to use the platform, but why certain setups and workflows are recommended for their goals

• Surface customer feedback and patterns to internal teams to help improve onboarding motions, product experience, and long-term customer outcomes

How success will be measured in this role:

• Customer Health Score at onboarding graduation, with a strong emphasis on early platform adoption

• Onboarding duration, measured by average number of days to graduate within the 90-day target

• Number of onboarding graduations measured against assignments per quarter

• Post-onboarding quality, reflected by low rates of rework, escalations, or misconfigured setups after handoff

• Cross-functional effectiveness, measured by timely handoffs and strong collaboration with Customer Success, Media Intelligence, Customer Support, and Product

If the details below describe you, you could be a great fit for this role:

• You have 2+ years of professional experience in customer onboarding, customer success, implementation, project management, or a related SaaS role

• You’re comfortable translating customer goals into structured setups and workflows, even when requirements are ambiguous or evolving

• You have experience configuring or working with search logic (e.g., Boolean) and understand the tradeoffs between precision and scalability

• You’re effective in a fully remote environment, using tools like Slack, Asana, and CRMs to manage work, communicate clearly, and stay accountable across teams

• You enjoy helping customers build systems and processes that will continue to work as products and needs change over time

• You’re confident explaining not just how a product works, but why certain approaches are recommended

• You’re able to manage multiple onboarding projects simultaneously while maintaining a high-quality customer experience

• You adapt quickly to new tools, features, and product changes, and are comfortable onboarding customers into platforms that are still evolving

• You’re proactive, organized, and thoughtful in your approach to problem-solving

• You care deeply about customer outcomes and take ownership of helping customers achieve value early and sustainably

Interview Overview

Here’s what you can expect from our process. We’ll keep you informed at every step and let you know if anything changes along the way.

• 30 min interview with a member of our Talent Team

• A 1 hour zoom interview with the hiring manager 

• Take-home skills assessment (2 hours max) 

• Peer interviews with several team members

• Final call(s) with executive team member(s)

Salary

The base salary for this role is $68,000. Total compensation for this role consists of base salary and a quarterly bonus plan. We take a geo-neutral approach to compensation within the US, meaning that we pay based on job function and level, not location. For all other countries, we have competitive pay bands based on market standards.

Individual compensation decisions are based on a number of factors, including experience level, skillset, and balancing internal equity relative to peers at the company. We expect the majority of the candidates who are offered roles at our company to fall healthily throughout the range based on these factors. We recognize that the person we hire may be less experienced (or more senior) than this job description as posted. If that ends up being the case, the updated salary range will be communicated with you as a candidate.