Director Of Customer Onboarding
CurrentCheckbox is the legal intake and workflow automation platform used to capture requests from the business, gain visibility and control over all matters, and automate manual work.
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@earthlink.net
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7 phones found area 310, 424, and 888
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Adam Mintz is listed as Director of Customer Onboarding @ Checkbox | ex-Braze, Vivino at Checkbox, based in San Francisco, California, United States. AeroLeads shows a work email signal at earthlink.net, phone signal with area code 310, 424, 888, and a matched LinkedIn profile for Adam Mintz.
Adam Mintz previously worked as Director of Customer Onboarding at Checkbox and Operations Consultant at Adam Mintz Consulting. Adam Mintz holds Bachelor Of Arts (Ba), Business Economics from Uc Santa Barbara.
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A post-sales operator with a 10+ year track record of creating and building operational playbooks for Customer Onboarding, Implementation, Success, and Support teams. Mentors and develops a variety of customer-facing talent, with a leadership style of "leading from behind." Known for fixing broken internal processes and creating scalable ones with 100% adoption across teams. An excellent cross-functional partner who collaborates with Sales, Support, Success, and Executive teams to drive additional revenue opportunities, while decreasing customer churn. A determined project manager who delivers against goals at companies of all sizes, from Series A to public companies. A passionate team member who cares about the career growth of direct reports and their mental health. Brings a unique combination of excellent written and verbal communication along with a healthy dose of humor (especially puns and #dadjokes).Key Strengths:People Management: Successfully managed teams of up to 10 individuals, including People Managers. Coached direct reports to achieve 5+ promotions and 4+ role transfers.Customer Success: Maintained high customer satisfaction with an average CSAT score of 98% (5/5) and ensured successful onboardings/implementations of 16-30 accounts per month.Operations & Project Management: Led global OKR initiatives, including those that lowered operational costs by 15% and days in onboarding by 65%.Thought Leadership & Collaboration: Developed and executed strategies with Sales and Partnership teams to improve win rate by 20%. Created certification programs for Partners to validate 3rd party agencies.Metrics & Analytics: Used Salesforce and Looker to create dashboards measuring onboarding KPIs, resulting in data-driven decisions in team operations. Resulted in 95% of onboardings completed in <90 days.Skill set: API integrations | SDK integrations | Project Management | Time to Value Metrics | Building Teams | Collaboration with Sales + Success | Career Development | Mentorship | Building Processes | Stakeholder Management | Customer Escalations | Customer-first Mindset | Operational Efficiency | Data-driven Decision Making | Partner Integrations | Custom Solutioning | Workflow Design | Solutions Engineering | Sales Consulting | Braze | Postman | REST APIs | Machine Learning
Listed skills include Social Media, Web Content Management, Salesforce.Com, Customer Success, and 31 others.
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A career timeline built from the work history available for this profile.
New York, New York, Us
Checkbox is the legal intake and workflow automation platform used to capture requests from the business, gain visibility and control over all matters, and automate manual work.
Provided consulting services to small businesses, including those in the Hospitality, Food & Beverage, and B2B SaaS industries.- Created a custom integration between Resy and Mailchimp that allowed Western Addition Group to target new and repeat diners at their restaurants. - Advised Corksy.io on how to build out an effective post-sales experience for their customers, including Implementation, Customer Support, and Renewals.
San Francisco, California, Us
- Oversaw 25-35 onboardings/month for global SMB, Mid-Market, and Enterprise customers.- Managed a team of 4 remote employees with a focus on career growth and project management.- Achieved Simplify Customer Onboarding OKR– onboarding completion in <90 days vs 160+ days.- Launched Implementation Fee Program which reduced onboarding time by 45 days.- Created KPIs for team performance– Time to Integration (<45 days), Time to Completion (<90 days).
New York, New York, Us
- Launched first Level 1 role (Associate) resulting in 10-15% reduction in onboarding operating costs.- Successfully had 4 direct reports transfer into new roles aligned with their careers.- Launched virtual enablements for customers, which reduced time spent on calls by 2hr/week.- Created sales collateral with timelines and requirements that improved Sales win rate by 10%.
New York, New York, Us
- Recruited & hired 13 Onboarding Managers and Solution Architects.- Developed 2 individual contributors into Team Lead (People Management) roles.- Consecutive 95-100% scores for Management questions in bi-annual CultureAmp surveys.- FinancialForce Enablement: Designed and led internal enablement strategy to ensure 100% compliance by global team. Tool was used to effectively manage costs and time of every resource (prerequisite for IPO).- Pricing & Packaging Enablement (FY22, FY23): Led the global strategy for department enablement and tested for comprehension. Critical requirement so members would deliver services aligned to latest contractual terms.
New York, New York, Us
- Internal Process Documentation and Organization: Launched Confluence as a repository for solutions, enablement, and process updates. Reduced ramp time for new hires and time spent finding answers in Slack.- Sales consultant to AMER team who helped close new business and upsells.
New York, New York, Us
- Served as technical expert for customers in Onboarding to ensure quick implementation of Braze.- Product expert for Universal Links who trained new hires on using feature.
San Francisco, California, Us
- Reduced order cancellation rate by 75% through implementing new automations and tools strategy. - Increased product availability by 500% with the Product Feed Program. - Oversaw global order processing and fulfillment for Marketplace products in 11 countries.- Managed a distributed team of 3 Operation Specialists across Dublin, Denver, and San Francisco.
San Francisco, California, Us
- Created 3 customer-facing webinars (Queues) to drive sales and new feature adoption.- Produced 2 case studies videos (TopHatch) for Sales to use in closing new business.- Authored 15+ blog posts on Helpshift blog to communicate best practices and strategies.
San Francisco, California, Us
- Provided product enablement to 11 Salespeople (Account Executives, Account Managers). - Conducted all product demos (~4/week) for high-value prospects.- Personally onboarded 10-20 customers per month in the Enterprise and Strategic segments.
San Francisco, California, Us
- Created a “one to many” email onboarding program in Pardot to improve integration times by 10%.- Independently closed, managed, and renewed the #4 ($37,500 MRR) account in company history.- Created an internal process using automations to reduce servicing delays by 3 days.
Baltimore, Md, Us
CrowdSource is a full-service crowdsourcing solutions company. We elegantly solve complex business problems with quality, speed and scale and consistently deliver outstanding content by sourcing qualified writers and employing rigorous quality control procedures. Visit CrowdSource.com for more information.
San Francisco, Ca, Us
- Maintained daily client communication to ensure timely deliverables for Enterprise customers.- Developed workflows for unique use cases of content creation and data validation.- Led content creation and data categorization projects ($50-250k) for Fortune 10-500 Companies. - Managed worker support forum, addressing 100+ weekly emails and forum threads.
Los Angeles, California, Us
In charge of entire marketing strategy for NMS Properties' portfolio of residential and commercial space. Designed and currently maintain new apartment listing website and corporate website. Implemented new online marketing programs for online advertising. Manage all aspects of online branding and website including SEO, PPC, email marketing, blog posts, and content creation.
Owner of full service consulting firm that specializes in online marketing and social media tactics. We provide our clients with Social Media (Twitter account, Facebook Public Profiles), Web Design, SEO/SEM, Graphic Design, and Video Production. Clients are mostly small to medium sized business owners and licensed professionals (Realtors, doctors, lawyers) who want to increase their sales and retain current customers by establishing their brand online.
Coordinating and executing in-store events for all 35 nationwide B&M stores, including producing and disseminating product knowledge. Responsible for sending weekly targeted email blasts to customers, including managing all production aspects (content, product, and design) of Grandparents Monday Club emails. Reviewed SEM strategies and results to make frequent updates to sister site Tinyride.com. Created coupon codes for Right Start and Tinyride.com. Managed Social Marketing for Right Start, including Twitter and Facebook. Coordinated and planned store wide holiday toy drive to benefit various Autism groups/charities in local markets.
Created startup with classmate from a business writing class that sells/delivers personal care products to students in dorms. Had website and shopping cart where students could order bundles of personal hygiene products (shampoo, conditioner, etc) with a credit card via the website.
Sole campus representative for t-shirt customization company that designed and printed customized clothing for fraternities, sororities, and other campus groups. Commission based pay.
West Hills, Ca, Us
Worked as a Summer Intern for Gary Fischer, Creative Strategist, for NatureMade product line. Did market research (surveys, polling, etc) on new vitamin products at local universities (USC and UCLA). Did research on competing vitamin brands in retailers, such as Wal-mart and Rite-aid. Studied and polled random shoppers at retail locations when they purchased their different vitamins.
Worked during every summer in high school. Made deliveries to businesses, hotels, and hospitals. Worked the counter and made sales to customers.
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Adam Mintz works for Checkbox.
Adam Mintz is listed as Director of Customer Onboarding @ Checkbox | ex-Braze, Vivino at Checkbox.
AeroLeads has found 1 work email signal at @earthlink.net for Adam Mintz at Checkbox.
AeroLeads has found 7 phone signal(s) with area code 310, 424, 888 for Adam Mintz at Checkbox.
Adam Mintz is based in San Francisco, California, United States while working with Checkbox.
Adam Mintz has worked for Checkbox, Adam Mintz Consulting, Sift, Braze, and Vivino.
You can use AeroLeads to view verified contact signals for Adam Mintz at Checkbox, including work email, phone, and LinkedIn data when available.
Adam Mintz holds Bachelor Of Arts (Ba), Business Economics from Uc Santa Barbara.
Adam Mintz is listed with skills including Social Media, Web Content Management, Salesforce.Com, Customer Success, Online Marketing, Web Content, Start Ups, and Online Content Creation.
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