Position Summary
We are seeking a proactive and customer-focused Customer Success Manager (CSM) to lead the onboarding journey for our B2B software clients. This role is critical to ensuring a smooth transition for new customers, setting them up for long-term success by delivering exceptional onboarding experiences, and fostering strong relationships. The ideal candidate is passionate about customer satisfaction, has a keen understanding of SaaS solutions, and excels in project management and stakeholder communication.
Key Responsibilities
Customer Onboarding
- Serve as the primary point of contact during the onboarding phase, guiding customers through implementation and initial platform adoption.
- Develop and execute tailored onboarding plans to meet customer-specific needs and objectives, ensuring a seamless integration of the software.
- Train and educate customers on product functionality, best practices, and use cases to maximize their value from the software.
Project Management
- Collaborate with internal teams (sales, product, and support) to ensure all customer requirements are captured and executed efficiently.
- Monitor onboarding milestones, manage timelines, and proactively address any challenges or delays.
- Maintain clear documentation of the onboarding process, including progress reports and feedback loops.
Customer Relationship Management
- Build strong relationships with key customer stakeholders, ensuring alignment with their goals and priorities.
- Act as a trusted advisor to customers, helping them navigate challenges and driving engagement with the product.
- Regularly gather feedback to improve the onboarding experience and inform product enhancements.
Cross-Functional Collaboration
- Work closely with the product and engineering teams to communicate customer needs and advocate for feature requests.
- Partner with the sales and account management teams to ensure a smooth handoff and alignment on customer goals.
- Share insights and best practices with the broader customer success team to drive consistent experiences.
Qualifications
Required
- 1+ years of experience in customer success, account management, or a related role within B2B SaaS.
- Proven track record of managing customer onboarding and delivering results in a fast-paced environment.
- Strong project management skills with the ability to manage multiple onboarding projects simultaneously.
- Excellent interpersonal and communication skills, with a focus on building lasting relationships.
Preferred
- Familiarity with HR, payroll, or other enterprise management software.
- Experience working with tools like CRM systems (e.g., Salesforce), customer success platforms (e.g., Gainsight), and project management tools (e.g., Asana, Trello).
- Knowledge of customer success metrics such as time-to-value (TTV) and Net Promoter Score (NPS).
What We Offer
- A collaborative, mission-driven culture where your contributions will make a real impact.
- Opportunities for professional growth and development.
- Competitive salary and benefits package, including remote work flexibility.
Apply Now!
If you’re passionate about driving customer success and thrive in a dynamic environment, we’d love to hear from you. Join us in helping businesses achieve their goals through seamless onboarding and outstanding support.