-
Facilitate onboarding and implementation for new and migrating SMB customers, delivering back product training, best-practice guidance, and hands-on support to accelerate time-to-value and platform proficiency.
-
Conduct onboarding calls, implementation sessions, and training workshops to guide customers through setup, configuration, and initial use cases.
-
Document customer objectives and use cases during onboarding, creating clear success criteria and onboarding plans in collaboration with senior CSMs who will take the customers after their onboarding is completed.
-
Build strong relationships with customer contacts during the onboarding phase, establishing trust and setting the foundation for ongoing engagement.
-
Monitor onboarding progress and customer health during the first 60 days, identifying risks or delays and escalating to senior team members when needed.
-
Proactively reach out to customers to ensure they are actively using the platform, troubleshoot common issues, and provide guidance on next steps.
-
Respond to customer questions and requests during onboarding, coordinating with Support, Product, and senior CSMs to resolve issues quickly.
-
Track and report on onboarding metrics (e.g., time-to-first-value, training completion, product adoption, early health scores).
-
Maintain accurate records of onboarding activities, customer interactions, and progress updates in CRM and CS platforms.
-
Contribute customer feedback and common onboarding challenges to internal teams to improve onboarding materials, processes, and product experience.
-
Support the development of onboarding playbooks, templates, and self-service resources based on frontline learnings.
-
Collaborate with the broader Customer Success team to ensure smooth handoffs from Sales and successful transitions to ongoing account management.
-
Assist with customer communications, educational content creation, and scaled onboarding initiatives (e.g., webinars, help articles).