Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform.

Collaborate with CSMs and Sales to understand customer goals and design onboarding plans tailored to their needs.

Provide hands-on support during platform setup, configuration, and initial training.

Act as the primary point of contact for customers during onboarding, addressing inquiries and resolving issues promptly.

Provide recommendations on how best to integrate our products and platform into a customer’s technical environment based on their security protocols

Provide best practices on how to manage and maintain the platform so customers can move quickly and efficiently into the adoption phase

Ensure proper handoff between Sales and Customer Success teams providing a seamless onboarding experience for customers

Coordinate with Product, Engineering and Customer Support on product questions and feedback that arise as part of the onboarding process

Document all onboarding steps and milestones, all system configuration updates and the final customer solution deployed into production

Independently driven to handle account load with little oversight

Ability to handle larger & more technical account workload based on deeper product knowledge and experience

Specialization with several of our products and act as a lead in helping Jr. team members adopt best practices

Snr. Onboarding Consultant (Remote)

Responsibilities