Customer Success Manager, Technical Onboarding
EverCommerce
full-time
Posted on:
Location Type: Hybrid
Location: Phoenix • Arizona • 🇺🇸 United States
Visit company websiteSalary
💰 $56,000 - $66,000 per year
Job Level
Junior
About the role
- 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.
- Experience with platforms like ServiceTitan, Housecall Pro, Service Fusion, and other FSMs is a major bonus.
- 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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
AI testingprompt refinementmodel behavior validationdata mappingproduct configurationquality assurancetroubleshootingintegrations
Soft skills
communication skillsclient-facing conversationsmethodical approachproblem-solvingorganizational skills