Senior Manager, CRM and Client Onboarding

🕒 July 10

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 33%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BizIQ - Smart Growth Marketing

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

📣 Marketing

🤝 B2B

☁️ SaaS

Marketing • B2B • SaaS

BizIQ is a digital marketing agency specializing in helping small businesses grow through comprehensive local and organic search engine optimization (SEO), pay-per-click (PPC) advertising, social media management, and website design services. With a focus on local SEO and reputation management, BizIQ aims to enhance a company's online presence to attract more local customers and increase brand visibility. They offer a variety of digital marketing packages personalized to meet the unique needs of their clients, ultimately driving customer growth through targeted online strategies. BizIQ has successfully assisted over 33,000 businesses, tailoring their services to ensure performance-based results and client satisfaction.

📋 Description

• Lead, develop, and hold accountable a small onboarding team responsible for end-to-end GoIQ CRM implementations • Serve as the internal CRM subject matter expert and own configuration and quality of new client CRM environments • Own and continuously improve the structured client onboarding journey from kickoff through go-live and the first 90-day check-in • Build and maintain a documented onboarding playbook • Develop and maintain standardized GoIQ CRM templates • Build client-facing marketing automation programs, including lead nurture, review request, missed call text-back, and re-engagement workflows • Lead or support client kickoff calls, platform walkthroughs, and training sessions • Establish and monitor onboarding health metrics, including time-to-launch, activation rates, early churn signals, and 90-day satisfaction • Partner with sales and client success on client handoffs • Report onboarding performance metrics to leadership and identify solutions to friction points • Present results, strategies, and client updates using PowerPoint or Google Slides • Contribute to special projects and cross-functional initiatives • Stay hands-on with new client onboarding and translate delivery work into playbook improvements

🎯 Requirements

• Bachelor's degree in Marketing, Business, Communications, or a related field required • 3+ years of hands-on, advanced CRM platform experience required • Account configuration, automation workflow design, and integration setup experience • CRM platform certification or administrator-level expertise in GoHighLevel, HubSpot, or similar strongly preferred • 2+ years of experience leading or managing a small team in an onboarding, client success, or CRM implementation environment • Proven track record designing and delivering structured client onboarding experiences • Strong marketing knowledge for guiding SMB clients toward effective automation strategies • Experience building CRM templates, automation workflows, and onboarding playbooks • Familiarity with CRM integrations including Zapier, Make, Stripe, calendar tools, and SMS/email providers • Experience with SMB clients in home services, franchises, professional services, or healthcare is a strong plus • Proficiency with onboarding and retention metrics and ability to build simple dashboards or reports • Advanced administrator-level expertise in GoHighLevel, HubSpot, or comparable platforms, including pipelines, workflows, forms, integrations, and account configuration • Ability to communicate platform complexity in plain language to non-technical SMB owners • Prolonged periods sitting at a desk and working on a computer • Prolonged periods attending or presenting on video calls with camera on

🏖️ Benefits

• Medical, dental, and vision coverage for you and your dependents • Life insurance • Disability insurance • Company HSA contributions • 401(k) with company match • Performance-based bonus opportunities tied to division ARR milestones • Personal framework for setting and achieving Financial, Professional, and Personal Goals • Access to BizIQ’s coaching and development ecosystem • Tell Me / Show Me / Let Me / Coach Me onboarding model • Employee Maturity Model career pathing • Ongoing leadership development support • Hands-on leadership of AI and automation tools integrated into daily work • Generous PTO that grows with tenure • Floating holidays • Paid parental leave • Pet insurance • Employee Assistance Program • Peer-to-peer recognition program with real rewards, including weekly prizes and gift cards • Reasonable accommodations may be made to enable individuals with disabilities to perform essential requirements