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Onboarding Consultant
4 weeks ago
**Company Overview**:
Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign’s Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM).
**What you'll do**:
The Onboarding Consultant is a high-energy strategy-focused customer advisor responsible for managing a portfolio of customer engagements, driving return on our customers’ investment in the Docusign Agreement Cloud and unlocking further modernization across their system of agreement. As part of the Onboarding team, the Adoption Consultant will provide strategic adoption-focused consulting including: enablement, new use case identification, optimizing existing use cases and workflows along with guiding and advising on core functionality and features beyond the fundamentals, and the art of what is possible. Working with resources across the Customer Success organization and Docusign, the Onboarding Consultant helps customers realize business results by serving as the post-sale conduit for our customers.
Passion for customers, professional maturity, creative problem solving, technical fluency, excellent communication and presentation skills as well as the ability to enable customers to adopt change while driving to key deliverables, is critical in this role.
This position is an individual contributor role, reporting to the Manager, Onboarding.
**Responsibility**
- Develop solutions to address client needs that align with customer objectives, success criteria and implementation milestones
- Enable customers to be self-reliant following their implementation
- Track and assist customers post-onboarding to drive adoption and consumption
- Translate complex solutions and technical concepts to customers
- Identify recurring customer issues, needs & business objectives
- Serve as a thought leader, customer advocate and partner to Docusign’s customers
- Establish relationships and gain consensus with key customer partners
- Liaise between customer and internal teams at Docusign
- Find opportunities for adoption growth across business units
- Identify customer resource requirements and dependencies and address gaps
- Review existing customer workflows to recognise opportunities for optimization
- Establish strategic guidance
- Provide best practices and strategies
- Stay current on product features and functionality, platform changes (Docusign Agreement Cloud) and partner technologies by attending enablement sessions, product release meetings and other enablement activities to improve product knowledge
- Find creative solutions and troubleshoot product issues
- Use online and internal resources to enable the customer on product functionality
- Collaborate with cross-functional teams, including Product Management, to drive successful customer outcomes and product adoption
- Manage a large portfolio of customers to meet defined success metrics, and stay up to date with relevant notes, time entry and project status reporting
- Lead and collaborate on side projects within the onboarding team or with partners
- Assist colleagues or managers with customer critical issues
**Job Designation**:
**Remote**:
Employee is not required to be in or near an office frequently
and works from a designated remote work location for the majority of the
time.
Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law.
**What you bring**:
**Basic**
- BA/BS degree or equivalent work experience
- Recent experience in a customer facing, advisory, support or consulting delivery role
- Ability to collaborate with and influence all levels from individual contributors to executives
- Strong communication & presentation skills
- Fluency in written and spoken English & German
**Preferred**
- Project management, business process reengineering and change management methodology knowledge and/or first-hand experience
- Demonstrated ability to identify new, creative ways to drive customer technology adoption and usage
- Prior experience leading adoption, mitigating churn and/or driving expansion opportunities across the entire customer lifecycle
- Ability to build effective strategy (both with our customers and internally) and couple it with execution
- Proven track record of handl