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Customer Success Manager (Onboarding)

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor's degree required., 2 to 3 years of experience in customer success or related field., Experience with Salesforce or SaaS CRM platforms is essential., Strong written and verbal communication skills with a focus on customer empathy..

Key responsabilities:

  • Conduct workflow reviews and onboarding sessions to enhance product adoption.
  • Collaborate with sales and success teams to develop account plans and growth strategies.
  • Serve as a primary resource for clients, providing industry insights and support.
  • Monitor customer usage and intervene to ensure product renewal and satisfaction.

Intelliswift Software, Inc. logo
Intelliswift Software, Inc. Information Technology & Services Large https://www.intelliswift.com/
1001 - 5000 Employees
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Job description

Job Title: Customer Success Manager (Onboarding)
Location: San Jose, CA 95110 (100% Remote)
Duration: 12 months
Contract Type: W2 only
Pay Rate: $45.77/Hour
 
Duties:
  • Hold workflow reviews and bespoke onboarding sessions as needed with a commanding presence to diagnose and re-align product adoption quickly
  • Be comfortable with larger book and help intervene where customer usage is under adopted to course-correct and ensure renewal
  • Build and grow product knowledge through enablement and cross-functional communication across the organization
  • Work collaboratively with broader sales and success teams to create account plans and execute growth strategy
  • Be the go-to resource for our clients as a source of objective industry insight
 
Required Skills:
  • 2 to 3 years of experience
  • Highly organized in approach to planning and organizing, prioritization of book or business with an emphasis on customer focus and experience
  • Experience with Salesforce or SaaS CRM platforms is a must
  • Background in data review in platforms like Tableau or Looker is a plus!
  • Excellent listening skills and strong sense of customer empathy and curiosity
  • Strong written and verbal communication and comfort in presentation settings
  • Experience in video creation or media technology workflows a plus; a passion for online video or video creation a must
  • Enthusiasm and drive to work in startup environment
  • Strong aptitude to get yourself up the curve on product knowledge and problem solving
 
Education:
  • Bachelor's degree

Required profile

Experience

Industry :
Information Technology & Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Active Listening
  • Collaboration
  • Communication
  • Problem Solving

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