Customer Onboarding Manager II – Reporting and Forms Specialist
Job Description:
• Work with all newly launched customers during a dedicated post-launch engagement window to help populate, configure, and teach reporting within the Casebook platform.
• Partner with existing customers to continuously surface value through data so customers get the most out of Casebook.
• Guide customers through initial report setup, including identifying key metrics, configuring standard and custom reports, and validating data accuracy.
• Teach customers how to use reporting tools effectively so they can self-serve and grow independently.
• Ensure customers achieve a meaningful ‘reporting win’ within the engagement window.
• Document report configurations and handoff findings to the Customer Success Manager (CSM) for continuity.
Requirements:
• 2+ years of experience utilizing Casebook or Reveal
• 3+ years in SaaS onboarding, implementation, customer success, or a reporting/analytics-focused customer-facing role.
• 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.
• Understanding of the operations, terminology, and reporting needs of human services organizations.
Benefits:
• Health insurance
• 401(k)
• Three weeks vacation time
• Work with all newly launched customers during a dedicated post-launch engagement window to help populate, configure, and teach reporting within the Casebook platform.
• Partner with existing customers to continuously surface value through data so customers get the most out of Casebook.
• Guide customers through initial report setup, including identifying key metrics, configuring standard and custom reports, and validating data accuracy.
• Teach customers how to use reporting tools effectively so they can self-serve and grow independently.
• Ensure customers achieve a meaningful ‘reporting win’ within the engagement window.
• Document report configurations and handoff findings to the Customer Success Manager (CSM) for continuity.
Requirements:
• 2+ years of experience utilizing Casebook or Reveal
• 3+ years in SaaS onboarding, implementation, customer success, or a reporting/analytics-focused customer-facing role.
• 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.
• Understanding of the operations, terminology, and reporting needs of human services organizations.
Benefits:
• Health insurance
• 401(k)
• Three weeks vacation time