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Director Customer Onboarding Jobs (NOW HIRING)

Director of Customer Onboarding

CA · Remote

$165K - $195K/yr

Director, Customer Onboarding Who We Are Bidgely (which means "electricity" in Hindi) is a Vertical AI company built for the utility industry, delivering appliance-level intelligence for every ...

Maintain a structured onboarding process to guide new customers through their initial interactions ... We offer a discount with the amazing DIR gyms! * We have a Referral policy with a very sweet Bonus ...

We are looking for a professional who can ensure the success of onboarding new customers by ... Self-directed and able to handle confidential information. * Be technical in nature, having an ...

We value direct, respectful communication and strong ownership. Our goal is to remove friction from the customer journey so gym owners can get to work faster. About The Role The Customer Onboarding ...

We are looking for a professional who can ensure the success of onboarding new customers by ... Self-directed and able to handle confidential information. * Be technical in nature, having an ...

$110 - $150/hr

Customer Onboarding & Lifecycle Management * Own the end‑to‑end customer onboarding process in ... Lead pricing management and governance for both direct and channel customers, collaborating closely ...

$165 - $195/hr

This role is a peer to the Director, Customer Onboarding, and both report into the VP of Customer Onboarding. Core responsibilities span the following areas: Strategic Program Delivery (~70%) * Own ...

This role is a peer to the Director, Customer Onboarding, and both report into the VP of Customer Onboarding. Core responsibilities span the following areas: Strategic Program Delivery (~70%) * Own ...

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Director, Project Management

CA · Remote

$165K - $195K/yr

This role is a peer to the Director, Customer Onboarding, and both report into the VP of Customer Onboarding. Core responsibilities span the following areas: Strategic Program Delivery (~70%) * Own ...

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Director Customer Onboarding information

What is a director customer onboarding?

A Director of Customer Onboarding is responsible for overseeing the strategy and execution of onboarding programs to ensure new customers have a seamless and positive experience. They lead a team to implement onboarding best practices, streamline processes, and drive customer adoption of products or services. This role involves collaborating with sales, customer success, and product teams to improve engagement, reduce churn, and accelerate time-to-value for customers. The director also analyzes key onboarding metrics to continuously enhance the experience and optimize efficiency.

What are the main responsibilities of a director customer onboarding on a day-to-day basis?

As a Director Customer Onboarding, your typical day involves overseeing the onboarding process for new clients, developing and refining onboarding strategies, and collaborating with sales, implementation, and support teams to ensure customer needs are met. You might lead meetings to resolve onboarding roadblocks, analyze onboarding metrics to optimize workflows, and coach onboarding managers or specialists. Additionally, you'll interact directly with high-value clients to ensure their transition is smooth and their expectations are exceeded. This role often requires balancing strategic planning with hands-on problem-solving, making it both dynamic and impactful.

What are the key skills and qualifications needed to thrive in the director customer onboarding position, and why are they important?

To thrive as a Director Customer Onboarding, you need strong leadership abilities, project management expertise, and a proven background in customer success or onboarding. Proficiency with CRM platforms like Salesforce, onboarding software, and analytics tools is highly valued, along with relevant certifications such as PMP or Six Sigma. Exceptional interpersonal, communication, and problem-solving skills help foster relationships with clients and motivate cross-functional teams. These competencies are critical to delivering seamless onboarding experiences, driving customer satisfaction, and ensuring long-term retention.

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What are the most commonly searched types of Customer Onboarding jobs?

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States with the most job openings for Director Customer Onboarding jobs include:

Infographic showing various Director Customer Onboarding job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Director of Customer Onboarding

Bidgely, Inc

CA • Remote

$165K - $195K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago


Job description

Director, Customer OnboardingWho We Are

Bidgely (which means "electricity" in Hindi) is a Vertical AI company built for the utility industry, delivering appliance-level intelligence for every customer, grid asset, and hour of the year through our UtilityAI™ Platform. We're accelerating a clean energy future by giving utilities and their customers the ability to make smarter, data-driven energy decisions.

Bidgely's platform is connected to 38M+ meters across 45+ utility deployments and is backed by over 20 patents. Our approach combines patented disaggregation science, generative AI for natural-language insight, and agentic AI for autonomous operations — giving utilities a level of individual-customer intelligence and grid insights that horizontal AI and legacy analytics platforms can't match.

Bidgely has been named #7 in Applied AI on Fast Company's list of Most Innovative Companies in the World and recognized as a Utility Analytics Leader by Guidehouse.

What We Do

Powered by our unique patented technology, Bidgely's UtilityAI™ Platform transforms multiple dimensions of utility data — such as energy consumption, demographics, and customer interactions — into deeply accurate and actionable consumer energy insights. We leverage these insights to empower each customer with personalized recommendations tailored to their individual personality and lifestyle, usage attributes, behavioral patterns, purchase propensity and beyond.

The same technology that powers Bidgely's customer suite also enables a set of powerful grid applications. From a distributed energy resources (DER) and grid edge perspective, Bidgely is accelerating utility innovation with data-driven solutions for solar PVs, electric vehicle (EV) detection, EV behavioral load shifting and managed charging, load forecasting, grid analytics, and rate designs. Bidgely's UtilityAI™ energy analytics platform provides deep visibility into generation and consumption for better peak load shaping and grid planning and delivers targeted recommendations for new value-added products and services.

How You Fit In

The Director, Customer Onboarding leads and manages a team of Technical Program Managers, and owns delivery outcomes — methodology and quality — for Bidgely's North America implementation portfolio. The Director also serves as the senior escalation point for sales and customer escalations, and personally leads select high-complexity or strategic engagements alongside the team. This role reports into the VP of Customer Onboarding.

Core responsibilities span the following areas:

People Leadership

  • Hire, onboard, coach, and manage performance for a team of Technical Program Managers

  • Build career development paths for the team and run a structured review cadence, including regular coaching conversations and annual performance reviews

  • Staff TPMs against incoming programs based on complexity, customer profile, and development needs

  • Build a culture of ownership, technical rigor, and customer-first delivery within the team

Portfolio & Program Oversight

  • Own delivery outcomes for the team's engagements, including cost tracking and on-budget delivery across active projects

  • Maintain visibility into program health across the team's roster, and step in directly on at-risk or executive-visibility accounts

  • Serve as the senior escalation point for sales and customer escalations across North America

  • Personally lead select high-complexity or strategic engagements alongside the team

  • Contribute to contract reviews, statements of work, shortlists, and change orders for new and expanding deals

  • Represent Customer Onboarding in executive business reviews and sales presentations for strategic accounts

Practice Leadership

  • Own and continuously improve Bidgely's implementation methodology, tooling, and training curriculum across North America

  • Train and oversee the training of Bidgely, systems integrators, and customer teams on project methodology and product capabilities

  • Partner with R&D and Product Management to shape platform and tooling direction based on portfolio-wide delivery patterns

  • Work with Systems Integrator (SI) partners on complex, multi-party engagement strategy

  • Partner with Sales leadership on deal structuring and capacity planning for new and expanding business

Skills and Qualifications

Required Qualifications

  1. 11-15 years of program or project management experience at a SaaS company, including experience directly managing a team of program or project managers or solution consultants

  2. Track record owning delivery outcomes for a portfolio of large, complex, high-touch enterprise customers

  3. Experience hiring, coaching, and developing program or project managers

  4. Experience owning project financials, including budget, margin, and cost tracking, across a team's engagements

  5. Experience working with globally dispersed customers and teams

  6. Experience with Agile software development methodologies and cloud-based B2B implementations

  7. Strong executive presence, with experience presenting to and influencing senior customer and internal stakeholders

  8. Excellent written and verbal communication skills

  9. Highly organized, collaborative, and proactive, with a customer-first mentality

Preferred Qualifications

  • Prior experience as a Senior Technical Program Manager or Program Manager before moving into people management

  • Passion for or experience within the energy or energy efficiency sector

  • PMP certification

What You Get
  • Growth Potential: Build your career at a fast-scaling company at the forefront of AI-driven energy innovation

  • Collaborative Environment: Work with a passionate team united by the goal of a clean energy future

  • Leading Technology: Gain hands-on exposure to the AI, machine learning, and data platforms shaping the future of the utility industry

Benefits

  • Medical, Dental, and Vision insurance from day one

  • HSA, FSA, and DCFSA plans

  • 401(k) plan

  • Flexible paid time off

  • Annual wellness stipend

  • Annual professional development stipend

  • Paid parental leave

  • Mental health and wellness resources for you and your family

Other Perks

  • Employee Discounts: Preferred pricing on entertainment, technology, and insurance products

  • Mentorship: Access to mentorship from experienced industry leaders

  • Flexible Work Arrangements: Remote-friendly scheduling built around how you work best

  • Community Service Days: Paid time to volunteer for causes you care about

Location

Remote within the US with up to 30% travel

Salary and Compensation

The base salary ranges from $165,000-$195,000 DOE. This role may also be eligible for a discretionary annual bonus and equity, subject to company policy.

In accordance with the California Equal Pay and Pay Transparency laws, the approximate annual base compensation range is listed above. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including the applicant's experience, knowledge, skills, and abilities, as well as internal equity among our team.

Diversity, Equity, Inclusion and Equal Opportunity

At Bidgely we're on a mission to make a difference and build a workplace where every unique voice is heard and celebrated. Here, we believe that celebrating the unique backgrounds, perspectives and abilities of every employee makes an impact not only for our company internally but also for our clients, customers and community.

We are an equal opportunity employer and believe that the inclusive atmosphere we build together will enable every person to grow, contribute and thrive. Our hiring decisions are based on your skills, talent, and passion – not on your background, gender, race, age, or the quirky way you dance at office parties.

Bidgely is an EVerify employer.

Compensation Range: $165K - $195K