Customer Onboarding & Engagement Specialist

Provn Inc.; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Competitive compensation and equity

401k

In-office snacks and Friday team meals

Team-driven happy hours and Celebrs

Job summary

Levelpath, headquartered in San Francisco, is seeking a Customer Engagement Specialist to configure, test, and onboard users. You will engage daily with customers, lead product trainings, and advocate for client success as the platform scales.

This onsite role offers growth into senior solutions roles and direct collaboration with executives. You’ll work closely with executives, procurement, and engineers, owning multiple workstreams and ensuring customers move forward with confidence.

Qualifications

• 4+ years in a direct customer-facing role.
• B2B SaaS experience in a fast-paced environment, managing multiple workstreams.
• Hands-on experience building workflows or configuring fields.
• Ability to lead product trainings for executives.
• Customer obsession: empathy, patience, and urgency.
• Strong organization and problem-solving.
• Clear written and verbal communication.
• BA or BS and willingness to travel.

Responsibilities

• Join customer calls during builds and testing, and present to customers when not leading the implementation.
• Configure the platform, make changes, and own the workstreams assigned to you, working alongside Solutions Consultants on implementations.
• Be the first touch point for users who get stuck: answer support tickets, guide them through the product, and resolve their questions and issues.
• Find bugs, report them to Product and Engineering, and follow up in the team's daily syncs with both.
• Write product documentation, training materials, and best practice guides so customers and their users are set up for success.
• Act as a trusted advisor on customer health, learning where users hit friction and advocating for them with Product.
• Help build and scale the team's processes, assets, and systems (Zendesk & Salesforce), with a seat at the table alongside the executive team.

Skills

Customer-facing

B2B SaaS experience

Workflow configuration

Product training

Communication skills

Travel willingness

Education

BA/BS

Tools

Zendesk

Salesforce

Job description

Levelpath, headquartered in San Francisco, is seeking a Customer Engagement Specialist to configure, test, and onboard users. You will engage daily with customers, lead product trainings, and advocate for client success as the platform scales.

This onsite role offers growth into senior solutions roles and direct collaboration with executives. You’ll work closely with executives, procurement, and engineers, owning multiple workstreams and ensuring customers move forward with confidence.