• Evaluate existing onboarding processes to identify inefficiencies, develop comprehensive improvement plans, and execute changes to optimize workflows. • Analyze onboarding data and insights to identify trends, bottlenecks, and areas for process improvement, providing data-driven recommendations to stakeholders for informed decision-making. • Collaborate cross-functionally with various departments (including Sales, Customer Success, and Engineering) to build, improve, and optimize systems and tools utilized by the onboarding team. • Contribute to strategic initiatives aimed at boosting revenue growth, aligning with overall company objectives. • Create, and track all onboarding targets, ensuring alignment with organizational goals while providing regular updates on progress. • Work with Customer Onboarding teams to troubleshoot issues to ensure there are no delays in the onboarding process. • Ensure our product meets customer and partner expectations by executing quality assurance testing as needed. • Manage case and project load effectively, and follow up with internal stakeholders as required. • Monitor onboarding procedures & reporting, maintain problem logs, and report issues to managers and product developers. • Assist Onboarding Operations Manager by planning, tracking, documenting, and reporting quality levels, as well as coordinating any further functions relating to the operations of onboarding. • Assist in building out tools and tracking to help construct/change processes and procedures that enables the onboarding team to successfully monitor and manage workloads efficiently.