Customer Onboarding & Success Manager

Immediate; Birmingham (AL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

On‑demand wages

Job summary

Immediate in Birmingham, AL seeks a customer success/implementation professional to manage onboarding, align projects with customer outcomes, and drive ongoing adoption. You will communicate across channels, train users, and maintain strong relationships to ensure satisfaction.

The role requires 2+ years in related roles, onboarding experience, and strong interpersonal skills. You will use CRM and ticketing tools to support customers and must pass a background check.

Qualifications

• 2+ years of experience in customer success or implementation project management.
• Experience with software onboarding and troubleshooting.
• Familiarity with payroll systems strongly preferred.
• Excellent interpersonal, communication, and presentation skills.
• Strong organizational skills and attention to detail.
• Able to work independently and manage multiple projects simultaneously.
• Comfortable using CRM, ticketing, and project management tools.
• Adaptable, solutions-oriented, and focused on customer outcomes.
• Must pass a background check.

Responsibilities

• Manage all communication with assigned customers.
• Lead all project management duties required for implementing and onboarding newly signed customers.
• Accurately communicate the mission of Immediate and present information through video conferencing or in-person meetings.
• Train customers remotely or in person and provide any help or education to new users through our help desk system.
• Identify and assess customers' needs to achieve satisfaction.
• Build sustainable relationships and trust with customer accounts through open and interactive communication.
• Offer service and technical support to users through phone, chat, and customer support software.
• Follow communication procedures, guidelines, and policies.
• Guide customers to use self‑help resources.
• Keep records of customer interactions.
• Meet personal and customer service team goals.

Skills

Customer success

Project management

Communication

Organizational skills

Multitasking

Problem solving

Tools

CRM software

Ticketing systems

Project management tools

Job description

Immediate in Birmingham, AL seeks a customer success/implementation professional to manage onboarding, align projects with customer outcomes, and drive ongoing adoption. You will communicate across channels, train users, and maintain strong relationships to ensure satisfaction.

The role requires 2+ years in related roles, onboarding experience, and strong interpersonal skills. You will use CRM and ticketing tools to support customers and must pass a background check.