We are a team of financial services sales and marketing professionals, technologists, and entrepreneurs. Many of us have a long history in the digital account origination space and we know that new account openers don't always turn into engaged and profitable relationships. We designed the Digital Onboarding platform to simplify the process and increase new account activation rates which drives profitability.

Our team is deeply passionate about helping financial institutions succeed and we believe that there is no bigger differentiator than delivering an exceptional experience. Paper welcome kits are no match for an automated, fully digital approach. 

While are a digital company, the Customer Success Team centrally located in Detroit, MI. 


Role Overview

Serve as a day-to-day contact with financial services institution customers to help them begin using the Digital Onboarding platform and to help them optimize their email and text campaigns as well as their customer microsites to drive the best results. Maximize customer satisfaction and maintain or grow total Annual Recurring Revenue for your portfolio of customers.



Role Specifics

  • With the oversight of the Account Group Director, create and update customer-specific project management documents including timelines and status reports that clearly define key action items, task owners, and deadlines. Make updates in Salesforce.com where necessary

  • Create Digital Onboarding journeys, emails, and SMS messages and customize them for prospects and customers.

  • Pursue opportunities to expand customers' use of the platform for additional products and processes.

  • Participate in weekly status calls with key clients to keep projects on track.

  • Be expert in new product releases and how new externally and internally facing enhancements are designed and work.

  • Be proficient enough in more technical customer-facing features such as SFTP and email set up to be able to easily explain them to customers.

  • Help to ensure that customers understand how to fully leverage the Digital Onboarding platform capabilities to drive success and educate them on best practices.

  • Assist in analyzing program results.

  • Advocate for customers internally so that the Digital Onboarding team can enhance the platform to drive usage and satisfaction.

  • Manage post-sale relationship with particular emphasis on the renewal cycle OR Ensure renewal of assigned accounts.


This position is based in Detroit, MI.

To Apply

Email careers@digitalonboarding.com