Execute the setup of customer accounts, including user provisioning, group creation, and site hierarchy management.
Collaborate with the Customer Success and Account Executive teams to ensure timely and accurate completion of onboarding-related administrative tasks for new enterprise customers (1000+ seats).
Build and standardize a high volume of SafetyCulture templates and forms based on customer requirements and best practices.
Assist in the creation and organization of content libraries to support customer self-service and product adoption.
Support the execution of our customer success programs including high touch and/or Digital programs, including communication, user health checks, account optimization, and data collection.
Analyze product usage data to identify at-risk customers or opportunities for automated engagement.
Document and refine best practices for account setup and template building to ensure consistency and efficiency across the team.
Serve as the operational subject matter expert for our customer success platform, assisting with user troubleshooting and data integrity.
Assist customers and our Customer Success Managers and Account Executives in the renewals process.

2-3 years of professional experience and willingness to jump in and make an immediate impact.
Proven experience in a high-volume, customer facing operations-focused role, preferably in a SaaS or technology environment.
A natural collaborator who enjoys working with others to get the job done.
Strong attention to detail and a methodical approach to task execution.
Proficiency in data management and ability to work with large datasets.
Exceptional communication skills, both written and verbal, to collaborate with cross-functional teams.
A "builder" mindset with a focus on process improvement and documentation.

Customer Success Associate

Key skills