Customer Onboarding Lead

Customer Onboarding Lead

Fairfield County - Onsite

140,000 - $150,000

This role serves as the critical gatekeeper between Sales, Operations, and Pricing, ensuring new client engagements are both viable and profitable. By managing and enforcing an established go / no-go checklist, this individual will bridge the gap between customer expectations and operational reality, preventing revenue loss and ensuring sustainable growth. This role requires a strong analytical mindset, attention to detail, and the ability to push back when necessary to protect business interests while fostering successful client relationships.

Key Focus Areas :

• Risk Mitigation – Assess new client opportunities using a structured checklist to prevent unprofitable deals.
• Cross-Functional Alignment – Collaborate with Sales, Operations, and Pricing to validate feasibility before commitments are made.
• Expectation Management – Ensure customer promises align with operational capabilities to enhance satisfaction and retention.
• Decision Enablement – Provide data-backed insights to leadership on whether to move forward with new clients.

Must have knowledge & Experience with :

Great role for someone who thrives in highly active environments, likes to be kept busy, enjoys a variety of functions, likes to take charge and lead efforts, highly focused and confident personality

Salary : $140,000 - $150,000