EverCommerceRemote
EverPro - Customer Success Manager, Technical Onboarding (Remote, US)
United States of America
Full Time
2 hours ago
$70,000 - $80,000 USD
No H1B
Key skills
Technical onboardingAI testingIntegrationsData mappingProduct configurationCRM systemsQuality assuranceHome service industry experienceGoAISaaSCRMCommunicationCustomer Success
About this role
EverCommerce is a leading service commerce platform on a mission to digitally transform the service economy. As a Customer Success Manager – Technical Onboarding, you will ensure new customers have a smooth and successful launch with ZyraTalk by guiding them through the onboarding process and configuring their AI systems.
Responsibilities:
- 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. Experience with platforms like ServiceTitan, Housecall Pro, Service Fusion, and other FSMs is a major bonus
- 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
- Familiarity with CRM systems for tracking
- Experience with AI-driven products, customer communication platforms, or home-services software is a strong plus
- Experience with platforms like ServiceTitan, Housecall Pro, Service Fusion, and other FSMs is a major bonus
- Bonus: 1-3 years of experience in the home service industry