Customer Onboarding Manager II - Reporting and Forms Specialist
Benefits
3w PTO
Your Impact:
- Build and deliver data-driven success for human services organizations.
- Transform raw platform data into meaningful insights.
- Collaborate with client stakeholders, Customer Success Managers, and Sales teams.
What You’ll Do (Responsibilities):
- Work with newly launched customers to populate, configure, and teach reporting.
- Develop strategic, complex forms as needed.
- Ensure customers achieve a meaningful ‘reporting win’.
Qualifications:
- 2+ years of experience utilizing Casebook or Reveal.
- 3+ years in SaaS onboarding, implementation, customer success, or a reporting/analytics-focused customer-facing role.
- Strong ability to translate raw data concepts into practical, meaningful insights.
Why Join Us:
- Competitive salary and benefits.
- Opportunities for professional growth and development.
- Collaborative and supportive team environment.
Casebook PBC
Casebook PBC's software empowers community well-being through adaptive, research-based technology for human services. They are dedicated to fostering a multicultural workplace where everyone feels included and valued, with every employee respected and empowered.