CS Operations & Onboarding Specialist
Core
Drive process improvement and automation across the customer lifecycle, manage end-to-end customer onboarding, and serve as Customer Success Manager for smaller accounts.
Role type
Operations & Customer Success Specialist
Builds
Streamlined customer onboarding workflows and optimized renewal processes
Domain
SaaS / Customer Success
Required skills
Project management, process optimization, automation, cross-functional collaboration, account management, data analysis
Responsibilities
Lead process improvement and administration projects with regional Business Partners; Act as project manager for new customer onboarding from kickoff through go-live; Serve as CSM for a portfolio of smaller accounts managing product requests and churn prevention; Act as the primary point of contact for customers during onboarding; Track project progress and provide regular status updates to customers and internal stakeholders
