SaaS Implementation & Onboarding Specialist

Double; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay and equity

Unlimited PTO

Health, dental, and vision insurance

Job summary

A leading SaaS company in New York is seeking a Customer Success Specialist to manage onboarding for new clients. The ideal candidate has 2-3 years of experience in customer-facing roles. Responsibilities include conducting onboarding calls, ensuring technical setups are complete, and creating educational materials. This position offers competitive pay, unlimited PTO, and comprehensive health insurance.

Qualifications

• 2-3 years of experience in a customer-facing role at an early-stage SaaS startup.
• Ability to articulate complex concepts in a simple, straightforward manner.
• Accounting/finance experience preferred; interest in learning the space required.

Responsibilities

• Conduct onboarding calls with prospective customers and help them quickly realize value.
• Ensure all technical implementation and account set-up steps are completed for each account.
• Coordinate with Account Executives to identify any potential issues for subscribing to Double.

Skills

Customer-facing experience

Communication Skills

Attention to detail

Process improvement

Familiarity with SaaS technologies

Tools

Slack

Notion

Hubspot

Salesforce

Job description

A leading SaaS company in New York is seeking a Customer Success Specialist to manage onboarding for new clients. The ideal candidate has 2-3 years of experience in customer-facing roles. Responsibilities include conducting onboarding calls, ensuring technical setups are complete, and creating educational materials. This position offers competitive pay, unlimited PTO, and comprehensive health insurance.