Related skills
crm customer success salesforce saas onboarding๐ Description
- Facilitate onboarding for SMB customers; deliver training and hands-on support.
- Lead onboarding calls, sessions, and workshops for setup and use cases.
- Define objectives and onboarding plans; track progress with senior CSMs.
- Build relationships during onboarding; establish trust for ongoing engagement.
- Monitor onboarding progress and customer health; escalate risks when needed.
- Proactively reach out to customers to ensure usage and next steps.
๐ฏ Requirements
- Bachelor's degree or equivalent in a customer-facing role.
- 1-2 years in Customer Success, onboarding or related roles.
- Strong communication and presentation skills; explain tech simply.
- Customer-centric mindset with passion for positive experiences.
- Able to follow structured processes and playbooks; adapt to needs.
- Experience with CRM or ticketing tools (Salesforce, Gainsight) is a plus.
๐ Benefits
- Flexible hybrid work model.
- Home office reimbursement program.
- Public transportation reimbursement.
- Employer pension contributions.
- Generous medical and dental benefits for you and family.
- EV purchase incentive and subsidized fitness membership.
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