Guide customers through their most critical early experiences with Workshop, blending technical expertise with project management
Plan and manage customer implementations end-to-end, ensuring technical setup and onboarding milestones are completed thoroughly and efficiently
Own the full onboarding lifecycle, from initial project planning to technical setup and go-live
Create a positive first impression, develop strong customer relationships, and instill confidence in Workshop’s technical solutions
Guide customers through configuration of Workshop, including integrations with enterprise IT systems (Microsoft Active Directory, Google Workspace, Okta, etc.), email providers, DNS, and security protocols
Proactively guide customers to early wins, helping them achieve success with Workshop’s products and features quickly
Diagnose, escalate, and resolve technical issues in partnership with the Product team; provide documentation and education for customers with unique requirements
Work closely with Customer Success, Sales, and Product teams to align on customer goals, technical requirements, and project timelines
Transition customers seamlessly to their long-term Customer Success Manager once onboarding is complete
Capture and communicate customer feedback to influence the product roadmap
Requirements
2+ years in a customer-facing, technical, or project management role (preferably in SaaS)
Experience managing multiple implementation projects of varying pace and complexity
Familiarity with enterprise IT deployments, identity systems (Active Directory, Okta, Google Workspace), and email/DNS configuration
Strong problem-solving skills and technical curiosity
Excellent organizational skills with high attention to detail
Ability to clearly communicate with diverse audiences (customers, engineers, sales, account managers)
A proactive, ambitious mindset with a proven ability to deliver results in a fast-paced environment
Exceptional written and verbal communication skills