SaaS Customer Onboarding & CRM Support Consultant # 26-22809

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. Support new customers with SaaS/CRM onboarding, account setup, basic configuration, user support, and issue resolution.

Duration: 06 months contract
Overview
Support new customers with SaaS/CRM onboarding, account setup, basic configuration, user support, and issue resolution. Ensure customers are successfully set up, understand the platform, and are ready for ongoing use.
 
Responsibilities

• Guide new customers through account setup, user activation, and onboarding.
• Assist with CRM configuration, workflows, automations, permissions, and integrations.
• Answer new-user questions and resolve standard setup and technical issues.
• Support basic data imports, exports, and account configuration.
• Conduct onboarding, readiness, and user-support sessions.
• Track customer progress, issues, and follow-up actions.
• Maintain clear documentation and complete handoffs to Customer Success.
• Follow established onboarding processes and support continuous improvement.

Must-Have Skills

• 2+ years of experience in SaaS onboarding, CRM support, implementation, technical support, or customer enablement.
• Experience with a CRM such as Follow Up Boss, Salesforce, HubSpot, Zoho, or similar.
• Basic understanding of CRM workflows, automations, users, permissions, lead routing, and integrations.
• Strong customer-facing communication and troubleshooting skills.
• Good organization, attention to detail, and follow-through.
• Ability to manage multiple customer engagements in a fast-paced environment.

 
Desired Skills

• Experience with customer onboarding or new-account implementation.
• Follow Up Boss or real-estate technology experience.
• Exposure to data imports/exports, APIs, or third-party integrations.
• Experience training CRM users or administrators.
• Gainsight or other Customer Success platform experience.
• Experience working with SOPs, playbooks, and remote teams.

 
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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