Onboarding Manager

A career that’s the whole package!

At Conga, we’ve built a community where our colleagues can thrive. Here you’ll find opportunities to innovate and support growth through individual and team development, all within an environment where every voice is heard.

Conga lines up commercial operations so companies run as connected, smarter businesses. By unifying the people and processes that drive commerce, Conga aligns pricing, quoting, contracting, rebates, and communications so teams stay in sync and buyers keep moving forward. The result is trusted decisions, consistent buyer experiences, and profitable growth. More than 10,000 customers worldwide, including over 50% of the Fortune 100®, trust Conga when commercial complexity is high and global impact is on the line.

Our approach is grounded in the Conga Way, a framework that reflects our values and drives everything from hiring to decision-making, as well as key programs including recognition. Created with direct input from our colleagues, the Conga Way forms the foundation of our vibrant culture. 

Job Title:         Onboarding Manager

Location:        Houston OR Boston –(Hybrid)

Reports to:     Sr Manager, Customer Success

A Quick Snapshot…

As an Onboarding Manager, you will own the customer’s first experience with Conga, guiding new customers from purchase to first value with confidence, clarity, and technical credibility. This role blends consultative discovery, hands-on technical enablement, and relationship management to ensure customers are successfully configured, educated, and embedded in Conga’s broader ecosystem of support.

Rather than delivering one-way demos, you will lead customers through a structured, outcome-driven onboarding journey, helping them configure their first use case, identify objectives, validate success, and establish a strong foundation for long-term adoption and ROI.

Why It’s a Big Deal…

The onboarding experience sets the tone for the entire customer lifecycle. In this role, you will directly influence:

• Time to First Value
• Customer confidence and sentiment
• Early adoption and product usage
• Downstream support load and escalation risk
• Renewal health and long-term retention

You will serve as the front line of trust between Conga and its customers, ensuring customers feel supported, informed, and set up for success from day one, while creating clean, actionable handoffs to Product Specialists, Customer Success Managers, and Support teams.

Are You the Person We’re Looking For?

Customer-first relationship manager.
You lead with empathy, curiosity, and accountability. You know how to build trust quickly, ask thoughtful discovery questions, and guide customers with confidence, especially during moments of uncertainty or change.

Technically credible and hands-on.
You are comfortable rolling up your sleeves to help customers install, configure, and validate their first workflows. You don’t just explain what to do, you help customers understand why it matters.

Structured but flexible.
You thrive in repeatable playbooks, but can adapt your approach based on customer maturity, goals, and technical complexity.

Clear, proactive communicator.
You set expectations, document outcomes, and ensure nothing falls through the cracks, internally or externally.

Ownership mindset.
You don’t wait for problems to escalate. You anticipate risk, coordinate resources, and take responsibility for seeing onboarding through to a confident completion.

Here’s What You’ll Be Doing…

Customer Success Planning & Technical Guidance

• Initiate customer discovery and review existing collateral to partner with historic customer insights and enrich data throughout the engagement.
• Lead onboarding kickoff and discovery conversations to understand customer goals, pain points, and desired outcomes.
• Capture and document initial use cases, success criteria, and ROI drivers using structured fields and objects.
• Clarify implementation of ownership (Conga-led, partner-led, or customer-led) and confirm readiness and provisioning status.
• Provide hands-on assistance with standardized processes to help customers validate their first end-to-end workflow to confirm real, usable value, establish clear milestones and expectations for the onboarding journey.
• Troubleshoot common setup issues independently and partner with Technical Support engineers for advanced needs without passing the customer off to other teams.

Enablement, Education & Change Management

• Coach customers on change management best practices tied to their onboarding goals.
• Embed customers into Conga’s ecosystem by introducing Community, Learning Center and additional key Conga resources.
• Recommend additional training, enablement, or AMS services when appropriate.
• Encourage early engagement with peer communities, user groups, or best-practice content to drive confidence and self-sufficiency.

Program Execution & Cross-Functional Collaboration

• Own onboarding service requests from start to successful completion.
• Partner closely with Sales (AEs), Product Specialists, Technical Support, and Customer Success to ensure alignment and readiness.
• Document configuration status, risks, customer goals, and learnings clearly in the systems of record so future account teams can easily reference.
• Deliver a structured, value-based handoff to post-onboarding teams with context and clarity.

Customer Communication & Feedback

• Host structured onboarding sessions (Welcome, Configuration, Validation, Go-Live Review).
• Set clear next steps and success checkpoints between each stage.
• Gather onboarding feedback (CSAT, NPS, surveys) and contribute insights to improve onboarding programs and playbooks over time.

 What You Bring to the Table

Technical & Product Skills

• Strong working knowledge of Conga’s solutions.
• Comfort with Salesforce fundamentals (profiles, permission sets, connected apps, org setup).
• Ability to support API client setup and troubleshoot common configuration issues.
• Familiarity with integrations across CRM, CPQ, CLM, ERP, or adjacent systems.
• A proactive mindset in expanding your own expertise.

Customer & Consultative Skills

• Proven discovery and requirements-gathering expertise.
• Ability to articulate value, outcomes, and ROI in customer-friendly language.
• Confident facilitator for 1:1 and group onboarding sessions.
• High emotional intelligence and patience with both technical and non-technical users.

Professional Competencies

• Organized, process-driven, and comfortable managing multiple onboardings simultaneously.
• Data-driven mindset with the ability to track outcomes and surface trends.
• Strong written and verbal communication skills.
• Continuous learner who stays current on product updates and best practices.

How Success Is Measured

• Onboarding Activation, Value, and Completion stage achievement
• Quality and consistency of onboarding documentation and handoffs
• Early engagement with Community and Learning resources
• Reduction in onboarding-related escalations
• Customer sentiment (CSAT/NPS) during onboarding

Did we pique your interest?  

If this sounds like the kind of job you would love in the kind of environment where you would thrive, please click apply. We'd love to hear from you! 

Preferred Resume Format 

We accept resumes in any format, we suggest using PDF or plain text. These formats help ensure that your resume’s formatting remains intact, making it easier for our recruiters to review your application promptly. 

Don’t meet every requirement for the role?   

Studies have shown that women and members of ethnic minorities are less likely to apply to jobs unless they meet every single qualification. At Conga we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You just might be the right candidate for this or other roles.  

Conga's Applicant Privacy Statement 

The information you provide during the application process will be used in accordance with Conga’s Applicant Privacy Statement (https://conga.com/applicant-privacy-statement). By submitting your application, you acknowledge and agree to the terms outlined in this privacy statement.