Customer Onboarding Manager II - Reporting and Forms Specialist

Casebook PBC

Remote regions

US

Salary range

$80,000–$85,000/yr

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.

Apply for This Position