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crm customer success salesforce saas onboarding📋 Description
- Onboard and drive activation for small business customers.
- Engage a high-volume customer base via pooled portfolio.
- Host trainings guiding configuration and best practices.
- Respond to inbound requests, resolve issues, ensure quality experience.
- Monitor customer health and run playbooks at key moments.
- Coach customers to launch core functionality and use self-serve resources.
🎯 Requirements
- 2+ years in Customer Success, Account Mgmt, or related SaaS role.
- Thrives in a fast-paced environment; adapts to changing priorities.
- Teacher at heart; distills complex systems into actionable insights.
- Detail-oriented, resourceful problem solver; mindful of the why.
- Team player, collaborator, and self-starter.
- Ability to context switch and manage multiple projects.
🎁 Benefits
- Health and dental benefits.
- Generous PTO.
- RSU program for most employees.
- Retirement matching program.
- Free 1Password account.
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