Casebook PBC

Customer Onboarding Manager II - Reporting and Forms Specialist

Atlanta, Georgia, United States · Mid

No sponsorship$80k-$85kDetected 55 days ago

Data VisualizationHubSpotSalesforceCRMOnboardingCustomer SuccessLeadershipCommunicationCollaboration

About the role

This individual exemplifies the Casebook values and works collaboratively to achieve the organization's goals.
In this role, you are empowered to set customers up for success.
By helping them achieve early milestones, you enable them to reach their missions and serve their communities more effectively.

As a Customer Onboarding Manager II - Reporting & Form Specialist, you'll play a pivotal role in building and delivering data-driven success for human services organizations - transforming raw platform data into meaningful insights that help nonprofits, government agencies, and community organizations demonstrate their impact, secure funding, and better serve the communities they work with.
You'll collaborate with a diverse, high-performing team that includes client stakeholders, Customer Success Managers, Sales, RevOps, Marketing, and Product teams to ensure every customer unlocks the full value of the Casebook platform.
You'll provide subject matter expertise on reporting and form configuration, own post-launch customer engagement workflows, and influence internal playbooks, training resources, and reporting standards.
building and promoting the human services global operating system to accelerate the end of poverty.
We are looking for a proactive and customer-focused Onboarding Manager to lead new customers from contract signing through their first major win on our platform.
You will be the first post-sale contact and trusted advisor, ensuring implementations deliver measurable outcomes.
You will work closely with Sales, RevOps, Customer Success, Support, and Marketing.

We believe that different perspectives, backgrounds, and experiences strengthen our ability to innovate and serve our clients effectively.
2+ years of experience utilizing Casebook or Reveal
3+ years in SaaS onboarding, implementation, customer success, or a reporting/analytics-focused customer-facing role.
Candidates must be authorized to work in the US.

Demonstrated experience configuring, teaching, or consulting on reporting or data tools within a B2B SaaS platform.
Strong ability to translate raw data concepts into practical, meaningful insights for non-technical users.
Experience managing multiple concurrent customer engagements with strong organizational and prioritization skills.
Excellent communication skills; able to simplify complex reporting concepts for varied audiences.
Background in human services, nonprofit, or government organizations, particularly in program reporting or evaluation roles.
Experience with platforms such as HubSpot, ChurnZero, Gainsight, Salesforce, or similar CRM/CS tools.
Familiarity with BI or reporting tools (e.g., Tableau, Power BI, Looker), even as an end user.

$80,000 - 85,000 Salary + Benefits + Equity
In addition to salary and sales commission, this position includes a full benefits package including employer funded health insurance for you and a spouse, 401k, and three weeks vacation time.

They are dedicated to Casebook's vision: building and promoting the human services global operating system to accelerate the end of poverty.

We find new ways to grow our product, company, and each other.
Competitive salary and benefits.
Opportunities for professional growth and development.
Collaborative and supportive team environment.
The chance to make a real difference by supporting those who help others.
Innovation: We find new ways to grow our product, company, and each other.
We are looking for a proactive, customer-focused specialist who combines strong human service organization expertise with deep knowledge of reporting and data configuration. In this role, you will serve two connected purposes:
Work with all newly launched customers during a dedicated post-launch engagement window to help populate, configure, and teach reporting within the Casebook platform, turning raw data into meaningful insights as early as possible.
Work with some newly onboarding customers to develop strategic, complex forms, as needed.
Partner with existing customers to continuously surface value through data so customers get the most out of Casebook.
Work with some existing customers to develop strategic, complex forms, as needed.
You will be a trusted advisor and hands-on specialist, helping customers move from platform launch to data-driven decision-making. Your work directly enables customers to demonstrate impact to funders, leadership, and the communities they serve.

This listing is sourced directly from Casebook PBC's careers page and normalized into a canonical job model.