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Customer Success Manager, Technical Onboarding at EverCommerce | JobVerse
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Customer Success Manager, Technical Onboarding
EverCommerce
Remote
Website
LinkedIn
Customer Success Manager, Technical Onboarding
United States
Full Time
2 hours ago
$70,000 - $80,000 USD
H1B Sponsor
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Key skills
Go
AI
SaaS
CRM
Communication
Customer Success
About this role
Role Overview
Serve as one of the primary points of contact for new customers during onboarding, delivering a consultative and polished client experience.
Conduct AI testing, prompt refinement, and model behavior validation to ensure high accuracy and strong performance before go-live.
Configure customer accounts, integrations, and workflows across the ZyraTalk platform.
Collaborate closely with Product, Engineering, and Customer Success teams to solve onboarding challenges and ensure a smooth technical setup.
Communicate clearly with clients regarding onboarding progress, configuration decisions, and technical work completed.
Troubleshoot issues, escalate when needed, and guide customers on best practices that maximize early adoption.
Maintain detailed documentation in the CRM to track onboarding stages, timelines, and deliverables.
Drive each account toward a fast, successful, and confident go-live while ensuring quality and accuracy at every step.
Requirements
Minimum of 1-3 years of experience in technical onboarding, implementation, customer success, or a similar role in SaaS.
Strong technical aptitude and comfortable with integrations, data mapping, prompt tuning, and product configuration.
Excellent communication skills and confidence in client-facing conversations.
A methodical approach to testing, quality assurance, and problem-solving.
Ability to manage multiple onboarding workflows simultaneously without sacrificing accuracy.
Experience with AI-driven products, customer communication platforms, or home-services software is a strong plus.
Familiarity with CRM systems for tracking.
Bonus: 1-3 years of experience in the home service industry.
Benefits
Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
Continued investment in your professional development
Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
401k with up to a 4% match and immediate vesting
Flexible and generous (FTO) time-off
Employee Stock Purchase Program
Apply Now
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