Customer Success Manager — Onboarding & Adoption Specialist

Valid8 Financial, Inc.; Lehi (UT); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hands-on mentorship

Direct impact on product and market

Collaborative culture

Job summary

Valid8 Financial, Inc. in Lehi, Utah is seeking a Customer Success Manager to enhance user experiences for their VelociFI product. This role involves onboarding new users, delivering training, and providing support while monitoring engagement and addressing user needs.

Ideal candidates have 2+ years in customer success or training, strong presentation skills, and an ability to communicate effectively with users of varied technical ability. Join us in reshaping the automotive warranty ecosystem!

Qualifications

• 2+ years in customer success, support, onboarding or training roles.
• Strong training and presentation skills.
• Patient communication with users of varying technical ability.
• Organized and able to manage multiple requests.
• Basic technical aptitude in software platforms.

Responsibilities

• Run onboarding for new VelociFI users.
• Deliver ongoing training to deepen product adoption.
• Monitor user engagement and identify churn risks early.
• Provide tier-one support for VelociFI questions.
• Coordinate with cross-functional support teams.
• Contribute to onboarding materials and knowledge bases.
• Surface user feedback to product teams.

Skills

Customer success

Onboarding

Training skills

Technical aptitude

Clear communication

Job description

Valid8 Financial, Inc. in Lehi, Utah is seeking a Customer Success Manager to enhance user experiences for their VelociFI product. This role involves onboarding new users, delivering training, and providing support while monitoring engagement and addressing user needs.

Ideal candidates have 2+ years in customer success or training, strong presentation skills, and an ability to communicate effectively with users of varied technical ability. Join us in reshaping the automotive warranty ecosystem!