About the role
- On-site client visits
- Ongoing client contact (support, alignments, validations, surveys, and relationship building)
- Scheduling and leading meetings, visits, and training sessions
- Monitoring client operations
- Participation in internal team rituals (regular meetings)
- Leading implementations (new clients, modules, or services)
- Conducting client training
- Managing customer-related projects
- Weekly completion of usage data and technical reports (RAT)
- Supporting churn reduction and increasing customer satisfaction
- Identifying upsell (plan expansions) and cross-sell (sale of additional modules) opportunities
- Supporting contract renewals
Requirements
- Knowledge of CS or CRM tools
- Experience in technology companies, SaaS, or technical support
- Knowledge of onboarding processes, NPS, and success metrics
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client trainingproject managementdata analysistechnical reportingonboarding processesNPSsuccess metrics
Soft skills
relationship buildingcommunicationleadershiporganizational skills