Manage multiple stakeholders from Rev Operations, Sales, and Marketing, providing a positive experience and ensuring their goals are met
Develop and manage a project plan that delivers quick time to value and on-time delivery
Conduct discovery sessions to understand customer goals, success metrics, GTM initiatives, workflow, and prospect lead requirements that drive setup decisions
Guide customers through configuration and testing based on their requirements and Nooks best practices
Collaborate with Engineering on migration and cutover when launching Nooks
Coordinate technical integrations with Salesforce and other sales tools
Set up and configure AI-powered signals, workflows, and email templates
Proactively identify implementation barriers and collaborate with the internal & external teams to address them
Guide customers through user adoption activities, including launch communications, and deliver end-user training
Collaborate with the Customer Success Manager in sharing results, insights, and recommendations during check-in and QBR meetings
Collaborate with the Customer Success Manager in post-implementation services, as required
Collaborate with internal teams to continuously improve the product, implementation process, and customer experience across all touchpoints
Help build our pre and post-sale implementation practice by developing processes, best practices guides, documentation, and internal enablement
Requirements
3-5 years of enterprise SaaS implementation and onboarding experience with Fortune 500 customers
Domain expertise in Revenue or Sales Operations with a deep understanding of sales prospecting tools and workflow
Experience with the sales tech stack (workflow and integrations), including Salesforce, HubSpot, Outreach, Salesloft, and Gong