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crm salesforce saas onboarding salesloft📋 Description
- Onboard SMB customers in first 60 days, drive early value.
- Deliver product training and best-practice guidance.
- Lead onboarding sessions and hands-on setup support.
- Document customer objectives and onboarding plans with senior CSMs.
- Build relationships with customer contacts and set onboarding expectations.
- Monitor onboarding progress and escalate risks early.
🎯 Requirements
- Fluent in English and Portuguese.
- Bachelor's degree or equivalent practical experience.
- 1-2 years in Customer Success or onboarding, familiar with B2B SaaS/IoT.
- Strong communication, listening, and presentation skills.
- Follow structured playbooks and adapt to customer needs.
- Experience with CRM or ticketing tools (Salesforce, Salesloft, Gainsight) is a plus.
🎁 Benefits
- Hybrid work model with optional in-office days.
- Inclusive culture and commitment to diversity.
- Learning and career growth opportunities.
- Flexible, async collaboration and remote-friendly setup.
- Access to onboarding playbooks and training resources.
- Fast-paced, collaborative environment with cross-functional teams.
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