Customer Success Manager – Onboarding Manager

Webflow

Customer Success Manager tasked with onboarding new customers and ensuring their successful use of services. Engaging with clients through onboarding calls and guiding through setup processes.

Posted 5/14/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-Level💰 $1,250 - $2,150 per monthWebsite

About the role

Key responsibilities & impact

Run 20-30 minute onboarding calls with new TradeRated customers.
Walk customers through company setup, technician roster, review path configuration, and CRM integration steps where applicable.
Capture and confirm critical setup information during the call.
Set clear expectations for what happens next and what the customer needs to do after the call.
Ensure every customer reaches onboarding-complete status or has a clearly documented blocker and next step.
Confirm the pre-call form has been completed before the onboarding call.
Review customer-provided information and pre-configure what can be set up in advance.
Confirm the right customer stakeholders are attending.
Coordinate with Sales for warm handoffs during the early customer cohort.
Guide customers through CRM integration setup for supported systems.
Troubleshoot common setup or integration issues in real time.
Maintain working knowledge of supported CRM integrations.
Drive customers toward activation, defined initially as first verified review captured.
Help customers complete the key actions needed to start using TradeRated.
Track whether customers have completed first technician setup.
Follow up with newly onboarded customers to confirm activation progress.
Run the established onboarding playbook consistently across customers.
Track friction points, customer questions, and recurring setup issues.
Receive customer handoff from Sales with clear context.

Requirements

What you’ll need

2-4 years of experience in SaaS onboarding/implementation/customer success/account management, support, or technical customer-facing roles.
Comfortable running live customer calls and screen shares.
Strong written and verbal communication.
Strong organizational skills and attention to detail.
Technically curious and comfortable learning new software quickly.
Able to navigate basic CRM/admin workflows, integrations, API or OAuth-style setup steps, and customer configuration processes.
Able to translate technical concepts for non-technical customers.
Calm and confident in customer-facing situations, including when troubleshooting in real time.
Comfortable with CRM and workflow tools such as GoHighLevel, Notion, Slack, Loom, and Google Workspace.
Experience with trades, home services, field service software, ServiceTitan, Jobber, Housecall Pro, AccuLynx, or similar tools is a strong plus.
Comfortable operating in a fast-moving startup environment where processes are still being built and refined.

Benefits

Comp & perks

Competitive Salary – We recognize your skills and experience with a great compensation package.
13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?
Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
US Holidays Off – Enjoy 12 paid US holidays throughout the year.
Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.
Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
Life Insurance – Our full-time HMO plan includes life insurance for extra peace of mind.
Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.
Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!
Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS onboardingCRM integrationAPI setupOAuth setupcustomer configurationtroubleshootingcustomer successaccount managementimplementationtechnical support

Soft Skills

communicationorganizational skillsattention to detailcustomer-facing skillscalmness under pressuretechnical curiosityability to translate technical conceptsconfidenceproblem-solvingadaptability