EverCommerce

Software that Powers the Service Economy

Customer Success Manager, Technical Onboarding

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 1,001-5,000Since 2016H1B SponsorCompany SiteLinkedIn

Location

Arizona

Posted

42 days ago

Salary

$70K - $80K / year

1 yr expExperience acceptedEnglish

Job Description

• Serve as one of the primary points of contact for new customers during onboarding, delivering a consultative and polished client experience. • Conduct AI testing, prompt refinement, and model behavior validation to ensure high accuracy and strong performance before go-live. • Configure customer accounts, integrations, and workflows across the ZyraTalk platform. • Experience with platforms like ServiceTitan, Housecall Pro, Service Fusion, and other FSMs is a major bonus. • Collaborate closely with Product, Engineering, and Customer Success teams to solve onboarding challenges and ensure a smooth technical setup. • Communicate clearly with clients regarding onboarding progress, configuration decisions, and technical work completed. • Troubleshoot issues, escalate when needed, and guide customers on best practices that maximize early adoption. • Maintain detailed documentation in the CRM to track onboarding stages, timelines, and deliverables. • Drive each account toward a fast, successful, and confident go-live while ensuring quality and accuracy at every step.

Job Requirements

  • Minimum of 1-3 years of experience in technical onboarding, implementation, customer success, or a similar role in SaaS.
  • Strong technical aptitude and comfortable with integrations, data mapping, prompt tuning, and product configuration.
  • Excellent communication skills and confidence in client-facing conversations.
  • A methodical approach to testing, quality assurance, and problem-solving.
  • Ability to manage multiple onboarding workflows simultaneously without sacrificing accuracy.
  • Experience with AI-driven products, customer communication platforms, or home-services software is a strong plus.
  • Familiarity with CRM systems for tracking.
  • Bonus: 1-3 years of experience in the home service industry.

Benefits

  • Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
  • Continued investment in your professional development
  • Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
  • 401k with up to a 4% match and immediate vesting
  • Flexible and generous (FTO) time-off
  • Employee Stock Purchase Program

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