Customer Onboarder - Upsell

At Weave, we are ‘People First’ which means we want you to grow with us!

The role of a Customer Onboarder - Upsell is to help each customer successfully implement the Weave platform during the onboarding process. Customer Onboarders are responsible for managing the relationship with each customer while ensuring a high quality and timely implementation. Each Customer Onboarder has a portfolio of customers in various stages of the implementation process and is required to prioritize, balance and manage both planned and unplanned work. A positive experience during the implementation process is critical to a customer’s long-term success and Weave is committed to finding the right people to make that happen.

• Hybrid position: M/T/W in our Lehi, UT office and Th/F are WFH

• Reports to: Onboarding Manager

What You Will Own

• Develop and manage relationships with customers throughout the implementation process.

• Manage a portfolio of customers in various stages of implementation.

• Act as the project manager/point contact for each customer.

• Keep the customer informed throughout the process and set clear expectations.

• Teach and train customers how to maximize the value of the Weave platform.

• Provide a five-star customer experience with each customer.

• Triage, troubleshoot and prioritize issues as they arise during implementation.

• Coordinate with adjacent teams on all tasks related to onboarding.

• Utilize reports and data from various systems to help guide decision-making and manage your portfolio of customers.

What You Will Need to Accomplish the Job

• 2 years of project management or implementation experience, working in a customer-facing role.

• Critical thinking and advanced problem solving skills.

• Ability to work in a fast-paced, KPI-driven environment.

• Ability to prioritize and manage a pipeline of projects.

• Excellent communication skills, both written and verbal (ability to articulate complex content with a simplified explanation).

• Strong technical aptitude.

What Will Make Us Love You

• Bachelor’s degree preferred.

At Weave, we use Artificial Intelligence (AI) tools to help us work more efficiently and create a smoother candidate experience. AI may assist with things like writing job descriptions, scheduling interviews, or reviewing applications against job-related criteria. For additional information, please review the External AI Policy Statement available on our Careers page.

Weave is an equal opportunity employer that is committed to fostering an inclusive workplace where all individuals are valued and supported. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.