Dec 2025 – Present · 6 mos · Hybrid

May 2024 – Dec 2025 · 1 yr 7 mos · Hybrid

• Lead end-to-end onboarding for all ZoomInfo customers, ensuring a structured program with clear objectives, timelines, and processes for new business, renewals, and upsells.
• Act as the primary contact for customers during onboarding and implementation phases.
• Develop onboarding strategies to meet SLAs for customers across segments, coordinating with internal teams for seamless customer experiences.
• Collaborate with customers to set expectations, define goals, manage tasks, and provide regular updates throughout the onboarding phase.
• Work with cross-functional teams like customer success, training, and integrations to ensure smooth implementation and training processes.
• Manage multiple onboarding projects concurrently, balancing business priorities, customer satisfaction, and technical excellence.
• Provide guidance and best practices to customers on ZoomInfo's products and solutions, offering insights to overcome challenges.
• Facilitate a smooth transition of new accounts to Customer Success or Account Managers, preparing them for success with documented information and insights from the onboarding process.
• Own Customer Journey tasks in Salesforce, documenting all interactions and touchpoints.

Jan 2023 – May 2024 · 1 yr 4 mos · Hybrid

• Manage complete onboarding for all ZoomInfo customers (new business, renewals, and upsells) to guarantee customers receive a highly structured program with specific objectives, timelines, and procedures.
• Serve as the primary point of contact for customers during the onboarding and implementation phase of the customer lifecycle.
• Work directly with customers to set appropriate expectations, address customer goals, establish target dates, manage customer tasks, and provide regular project updates.
• Ensure that the Customer Success Manager or the Account Manager receives new accounts in the proper manner. Create a standardized information flow/transition document with wins and challenges the customer encountered during the onboarding process to help the CSM and AM succeed.
• Collaborate with the customer success team, customer training team, and customer integrations team to create a streamlined and cohesive approach that allows customers to get successfully implemented and trained.
• Build implementation strategies to ensure customers in all customer segments are onboarded within the defined SLAs. Coordinate communication with other areas of the business to ensure a streamlined approach for each and every customer.
• Perform a wide variety of professional tasks, which demand a high level of creativity and imagination, as well as a thorough knowledge of the applicable needs and expectations of employees/customers.