Onboarding Consultant III
What is Teachable?
About your Team
The Sales team at Teachable is the engine the drives adoption and engagement of our suite of offerings. This is a small, fast-moving team building the foundation of sales excellence.
What You’ll Do
- Own and lead the end-to-end onboarding and customer activation strategy, transforming initial setup into a seamless, engaging, and value-focused experience that drives retention and expansion.
- Develop, implement, and continuously optimize onboarding frameworks, playbooks, and workflows—delivering a consistent, high-impact experience across diverse customer segments.
- Define, analyze, and refine key success metrics, transforming data into actionable insights that inform product improvements and strategic initiatives.
- Collaborate cross-functionally with Sales, Customer Success, Product, and Marketing teams to design, automate, and execute onboarding campaigns, playbooks, and customer health checks.
- Advocate for customers’ long-term success and growth, proactively identifying risks, opportunities, and areas for tailored support and customization.
- Lead efforts to standardize onboarding processes, making them flexible enough to support rapid growth and customization while maintaining a high quality and a consistent customer experience.
- Drive customer engagement through strategic conversations, personalized recommendations, and value demonstration, fostering deeper relationships and long-term loyalty.
- Act as a strategic owner for onboarding tools, automation, and systems management, ensuring operational efficiency and continuous improvement.
- Provide strategic input to product development, based on customer feedback and onboarding analytics, to refine the platform and reduce friction points.
- Train, mentor, and influence teams across the organization, fostering a culture of customer-centricity, ownership, and innovation.
- Present regular reports and insights to executive leadership on onboarding performance, customer health, and growth opportunities.
Who You Are
- 5+ years of experience in customer success or lifecycle management, ideally within startup environments.
- Fluency in English in a professional/working proficiency.
- Proven track record of designing and executing scalable onboarding strategies that deliver measurable results.
- Autonomous self-starter with strong ownership mentality and strategic thinking capacity.
- Deep analytical skills; proficient in leveraging data, KPIs, and customer feedback to continuously improve processes.
- Excellent communicator and engaging presenter—capable of inspiring teams and stakeholders at all levels.
- Skilled in CRM platforms (like HubSpot), automation tools, and SaaS workflows—tech-savvy and eager to leverage technology for efficiency.
- Customer-obsessed, with a strategic mindset toward customer success, retention, and growth.
- Collaborative team builder, comfortable leading initiatives cross-functionally and influencing stakeholders.
- Passionate about education, technology, and empowering creators to succeed.
This role is pivotal in turning new users into passionate, long-term advocates of Teachable. If you're driven by strategy, execution, and ownership — and excited to shape the future of the creator economy — we’d love to hear from you.
Additional Details:
At Teachable, we are committed to providing fair and competitive pay (using market data to inform our pay bands), rewarding high performance, and ensuring all employees have the opportunity and ability to impact Teachable’s overall company value. Base salaries will be reviewed at regular intervals throughout the year, typically following performance review cycles currently conducted annually or in conjunction with a promotion.
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