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Senior Customer Success Manager – Onboarding Specialist
Placer.aiCustomer Success Manager onboarding clients for Placer.ai's location analytics platform. Ensuring customer adoption and success through effective onboarding processes and support.
ATS Keywords
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Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SaaS onboardinganalytical toolsdata presentation
Soft Skills
empathetic listeningorganizational skillsattention to detailentrepreneurial spiritself-starterability to handle competing prioritiescross-functional collaboration
Certifications & Qualifications
BA degreeBS degree
Industry Keywords
customer successonboarding processuse case workshopskickoff callsCSAT
About the role
Key responsibilities & impact- Own the onboarding process from when a Customer is signed on to when they complete their first use case.
- Manage a portfolio of concurrent onboarding accounts across the mid-market accounts, prioritizing effectively across competing timelines.
- Host kickoff calls, use case workshops, and training sessions to drive adoption of the platform to support the customer’s key use case.
- Partner closely with cross-functional teams — Sales/AEs (on handoff), Support, Product, and the Account/Customer Success Managers who own the long-term relationship — to ensure a seamless transition.
- Ensure the customer is set up for long-term success with Placer by ensuring they have all the resources needed and Placer’s systems are up to date.
- Help build out a repository of curriculum to support the key use cases requested by our customers
- Success in role will be determined by # of kickoff calls that were within 2 weeks of starting, % of customers onboarded in 90 days, number of working sessions achieved, documented use case wins, and CSAT of onboarding experience.
Requirements
What you’ll need- Experience onboarding customers in a SaaS platform in a remote environment
- Empathetic listener and can help identify tangible goals for each customer
- Ability to handle a fast-paced environment with competing priorities
- Excellent attention to detail and organizational skills
- Entrepreneurial spirit, a self-starter, who is internally driven to make an impact on both the customer and a growth-directed organization
- Experience working with cross-functional teams and projects
- 4+ years of customer success experience
- Demonstrated experience in presenting complex data in understandable ways to address customers' business questions
- Demonstrated experience using analytical tools to measure performance, determine improvements and innovations, and make adjustments accordingly
- BA/BS degree
Benefits
Comp & perks- Medical, dental, and vision coverage
- Flexible time off
- 401K
- Equity awards for certain roles