Key skills
AIGenerative AISaaSSalesforceCommunicationCustomer SuccessSales
About this role
Role Overview
- Support the Scaled onboarding of new customers using established processes and playbooks
- Assist customers with account setup, product configuration, and basic training in both one-on-one and group settings
- Conduct onboarding calls and follow-ups with clients to promote adoption of Foley’s software
- Help educate customers on how to use Foley’s products to meet compliance requirements
- Track onboarding tasks, milestones, and customer progress in internal systems
- Partner with Sales, Support, and Customer Success to ensure smooth customer handoffs
- Identify questions, challenges, or delays during onboarding and escalate as needed
- Contribute to onboarding documentation, templates, and process improvements
Requirements
- 1-3 years of experience in a customer success or onboarding role within a SaaS company
- Strong written and verbal communication skills
- Organized and detail-oriented with the ability to manage multiple priorities simultaneously
- Willingness to learn new processes, systems, and DOT/FCRA compliance concepts
- Positive, coachable attitude with a strong desire to grow
- Openness to leveraging AI in daily work (Experience with LLMs and/or Generative AI is a plus)
- Previous experience with Salesforce, Gong, or Planhat a plus
Benefits
- Medical, dental, and vision coverage
- 401(k) with company match
- Paid time off and holidays
- Wellness programs
- Employee assistance program