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Palo Alto Networks

Onboarding CSM

RemoteUnited States only
Published
Role
Fullstack
Experience
Senior
Employment
Full-time
$123.9k–$202.1k/yr
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Open to US only. Set where you work from to check your eligibility.

No BS summary

As an Onboarding Customer Success Manager (OB-CSM), you own the onboarding journey for a portfolio of enterprise/strategic customers across the Americas. Operating with a strong business value mindset, your mission is to accelerate time-to-value, establish clear success criteria, and drive customers towards their strategic outcomes.

Core skills

SailPoint/Saviyant/RSA/Omada/One Identity

Required skills

Windows/Active DirectoryAWS/Azure/GCPSmartsheet/Monday.com/Jira

Optional skills

Gainsight

Required languages

English unknown

What you'll do

  • High-Volume Portfolio Management: Effectively balance and drive >30 concurrent customer onboarding projects at any given time from contract signature to foundational value.
  • Value Realization: Apply a strong business value mindset to define success plans and measurable business outcomes in collaboration with customer sponsors; ensure early wins are documented and communicated.
  • Project Execution: Create and execute project plans, manage risk, track milestones, and keep executive stakeholders proactively informed.
  • Customer Training & Adoption: Guide customers through adopting the platform by running training sessions and helping their teams adjust to the new system. Connect them with the right learning materials (like self-service guides, partner resources, or training portals) to ensure they are set up for success.
  • AI & Process Innovation: Leverage AI tools and a continuous improvement mindset to refine how we work. Proactively identify ways to automate repetitive tasks, improve the onboarding playbook, and deliver a faster, better customer experience.
  • Governance: Establish a clear governance cadence—including steering calls and executive business review to validate value.
  • Proactive Block Removal: Monitor support cases and product telemetry to anticipate and remove adoption blockers quickly before they escalate.
  • Commercial Alignment: Partner with Sales on renewal and upsell strategy once foundational onboarding KPIs are met.
  • Product Feedback: Contribute feedback to Product Management on early-life customer experience and feature gaps discovered during onboarding.

What they require

  • Candidate Location: Must be based on the US East Coast. Candidates located in the Greater Boston area are highly preferred.
  • IGA Expertise (Required): Deep, hands-on experience with Identity Governance and Administration (IGA) platforms (e.g., SailPoint, Saviyant, RSA, Omada, One Identity).
  • CSM & Onboarding Experience: 5+ years of experience as a Customer Success Manager leading complex, multi-threaded software onboarding or implementation projects for enterprise customers.
  • Self-Starter Mentality: Highly self-motivated and proactive, with the proven ability to thrive in a fast-paced environment and independently manage a heavy account load (>30 accounts).
  • AI & Tech Savvy: Comfortable using modern AI tools to boost productivity and always looking for innovative ways to improve existing workflows.
  • Executive Presence: Proven ability to manage executive-level relationships and navigate complex enterprise organizations.
  • Methodology: Demonstrable success using outcome-based frameworks (OKRs, Success Plans, CSAT/NPS) and project-management tools (Smartsheet, Monday.com , Jira, or similar).
  • CS Tooling (Nice-to-Have): Experience with Gainsight or similar customer success platforms is a strong plus.
  • Technical Foundations: Strong general knowledge of Identity & Access Management (IAM), Windows/Active Directory, and one or more cloud platforms (AWS, Azure, or GCP).
  • Travel: Willingness to travel up to 15% for key workshops and executive reviews.

Benefits

  • The offered compensation may also include restricted stock units and a bonus.
  • A description of our employee benefits may be found here .

At Palo Alto Networks®, we’re united by a shared mission—to protect our digital way of life.

🇺🇸 United StatesCybersecurityEnterprisepaloaltonetworks.com

Details

Visa sponsorshipNo
$123.9k–$202.1k/yr