Duration: 5 months contractJob Description:- Support the onboarding and implementation of larger, more complex customer accounts for a SaaS/CRM platform.
- This role requires stronger analytical and consultative thinking, proactive ownership, and the ability to manage customers through a less standardized onboarding experience while keeping timelines, outcomes, and communication on track.
Responsibilities:- Own a portfolio of larger customer accounts through onboarding and implementation.
- Lead customer conversations to understand needs, identify pain points, and determine the appropriate onboarding approach.
- Guide customers through platform setup, onboarding activities, and readiness milestones.
- Coordinate implementation activities, timelines, deliverables, risks, and follow-ups.
- Ensure required onboarding steps are completed and customers are positioned for successful platform adoption.
- Recognize customer issues or pain points and determine when to resolve, guide, or escalate them.
- Maintain clear customer and implementation documentation, status updates, and decisions.
- Partner with Customer Success, Sales, Support, and other internal teams to ensure smooth handoffs.
- Proactively identify opportunities to improve the onboarding experience, processes, and efficiency.
- Manage multiple accounts through different stages of onboarding and maintain accountability for progress.
Experience:- 3+ years of experience in SaaS onboarding, implementation, customer success, technical account management, consulting, or a related customer-facing role.
- Experience managing multiple customer accounts or projects in a structured environment.
- Strong customer-facing communication and presentation skills.
- Ability to build rapport quickly, communicate with confidence, and drive customer outcomes.
- Strong problem-solving and consultative skills, including the ability to recognize customer pain points and determine next steps.
- Strong organization, attention to detail, ownership, and follow-through.
- Ability to work independently and adapt to changing customer needs and priorities.
Skillsets:- Follow Up Boss or other CRM experience.
- Experience with Salesforce or Gainsight.
- Real estate or real-estate technology experience.
- Experience with SaaS implementations, integrations, or technical onboarding.
Education:- Bachelor's degree or experience in related field.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit
www.ustechsolutions.com .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.
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