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Software that Powers the Service Economy
Customer Success Manager, Technical Onboarding
Location
United States
Posted
67 days ago
Salary
$70K - $80K / year
Seniority
Junior
Job Description
Customer Success Manager, Technical Onboarding
EverCommerce
• Serve as one of the primary points of contact for new customers during onboarding, delivering a consultative and polished client experience. • Conduct AI testing, prompt refinement, and model behavior validation to ensure high accuracy and strong performance before go-live. • Configure customer accounts, integrations, and workflows across the ZyraTalk platform. • Collaborate closely with Product, Engineering, and Customer Success teams to solve onboarding challenges and ensure a smooth technical setup. • Communicate clearly with clients regarding onboarding progress, configuration decisions, and technical work completed. • Troubleshoot issues, escalate when needed, and guide customers on best practices that maximize early adoption. • Maintain detailed documentation in the CRM to track onboarding stages, timelines, and deliverables. • Drive each account toward a fast, successful, and confident go-live while ensuring quality and accuracy at every step.
Job Requirements
- Minimum of 1-3 years of experience in technical onboarding, implementation, customer success, or a similar role in SaaS.
- Strong technical aptitude and comfortable with integrations, data mapping, prompt tuning, and product configuration.
- Excellent communication skills and confidence in client-facing conversations.
- A methodical approach to testing, quality assurance, and problem-solving.
- Ability to manage multiple onboarding workflows simultaneously without sacrificing accuracy.
- Experience with AI-driven products, customer communication platforms, or home-services software is a strong plus.
- Familiarity with CRM systems for tracking.
- Bonus: 1-3 years of experience in the home service industry.
Benefits
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
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