Senior Manager, CRM & Client Onboarding

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BizIQ - Smart Growth Marketing

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

🤝 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 the end-to-end delivery of GoIQ CRM implementations for new BizIQ clients • Serve as the internal CRM subject matter expert, owning the configuration and quality of every new client's CRM environment, including pipelines, automation workflows, forms, and integrations • Own and continuously improve BizIQ's structured client onboarding journey — from kickoff call through platform go-live and the first 90-day check-in • Build and maintain a fully documented onboarding playbook that standardizes the client experience, reduces time-to-value, and scales with the team • Develop and maintain GoIQ's standardized CRM templates, the base setup deployed to every new client, evolving them as the platform and client needs change • Build client-facing marketing automation programs within the CRM, including lead nurture sequences, review request workflows, missed call text-back, and re-engagement campaigns • Lead or directly support client kickoff calls, platform walkthroughs, and training sessions that set expectations and build confidence from the first interaction • Establish and monitor onboarding health metrics, including time-to-launch, client activation rates, early churn signals, and 90-day satisfaction • Partner cross-functionally with sales and client success to ensure seamless handoffs before and after onboarding • Report onboarding performance metrics to leadership on a regular cadence, identifying friction points and proactively building solutions • Effectively present results, strategies, and client updates using tools such as PowerPoint or Google Slides • Contribute to special projects and cross-functional initiatives that move the business forward • Stay personally involved in onboarding new clients on an ongoing basis, translating hands-on delivery work directly 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, including account configuration, automation workflow design, and integration setup • CRM platform certification or demonstrated administrator-level expertise (e.g., 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 that drive adoption, reduce churn, and build long-term platform loyalty • Strong marketing knowledge — enough to guide SMB clients toward automation strategies that serve their actual business goals • Familiarity with CRM integrations including Zapier, Make, Stripe, calendar tools, and SMS/email providers • Experience working with SMB clients across home services, franchises, professional services, or healthcare verticals is a strong plus • Proficiency with onboarding and retention metrics, with the ability to build simple dashboards or reports that communicate client health and team performance to leadership

🏖️ 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 • Access to BizIQ’s coaching and development ecosystem • Employee Maturity Model career pathing • Ongoing leadership development support • Generous PTO that grows with your tenure • Floating holidays • Paid parental leave • Pet insurance • Employee Assistance Program • Peer-to-peer recognition program including weekly prizes and gift cards