Customer Success Specialist

We're looking for a detail-oriented, people-first Customer Success Specialist to own the onboarding experience for new clients. This role sits at the intersection of relationship management, project coordination, and product enablement, and is ideal for someone who thrives on structure, clear communication, and helping others succeed.

What You'll Do

Lead end-to-end onboarding for new clients, managing timelines, deliverables, and stakeholder communication from kickoff through go-live

Serve as the primary point of contact during the onboarding phase, setting clear expectations and proactively surfacing risks or blockers

Build and maintain organized onboarding materials, project trackers, and client-facing documentation

Coordinate cross-functionally with Sales, Product, and Support to ensure a seamless handoff and consistent client experience

Facilitate training sessions and walkthroughs tailored to each client's use case and technical comfort level

Tactically take care of the technical onboarding steps when appropriate

Contribute to the continuous improvement of onboarding processes, playbooks, and templates

Maintain accurate records of client interactions, milestones, and follow-ups in internal systems