Related skills
saas onboarding excel apis kpis📋 Description
- Establish trusted relationships with customers to accelerate adoption and retention.
- Lead onboarding with the Implementation team and drive post-launch adoption.
- Define success criteria and provide recommendations to drive adoption and ROI.
- Collaborate with Account Managers on strategy to identify upsell opportunities and renewals.
- Deliver training sessions and create resources to empower customer teams.
- Develop product expertise to tailor solutions and surface feedback for direction.
🎯 Requirements
- 5+ years in Customer Success or Account Management in SaaS; HR/benefits focus preferred.
- Proven ability to drive adoption and outcomes; build relationships with mid-to-large orgs.
- Excellent communication, project management, and KPI analysis.
- Proactive, with strategic view on operational efficiency and customer success.
- Able to guide customers through configuration, troubleshooting, and best practices.
- Proficient in Excel (PivotTables, VLOOKUP) for customer reports.
🎁 Benefits
- Competitive compensation and benefits.
- Opportunities for career growth and professional development.
- Collaborative and innovative work environment.
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