Found Description
Job Objective:
The Customer Success & Onboarding Specialist ensures that clients quickly realize measurable value from the platform, remain engaged over time, and identify opportunities for expansion.
This role combines technical onboarding, customer lifecycle management, and operational enablement, serving as the bridge between implementation, customer satisfaction, and business growth.
Additionally, the Specialist is responsible for maintaining and updating demo environments used by Sales and Success teams, ensuring that all demonstration accounts reflect the latest product updates, workflows, and use cases.
Responsibilities:
- Lead trial process for prospects, ensuring configuration, training, and adoption.
- Lead onboarding processes for new customers from kickoff to go-live, ensuring configuration, training, and adoption.
- Conduct recurring Customer Satisfaction Reviews (CSR) to measure ROI, sa...