Coconut VA

Coconut VA: Premier virtual assistant service providing top talent for admin, operations, marketing, and sales. Streamline your business operations with our rigorous selection process and expert VAs.

Professional Services

Industrials

11-50 (30)

Founded 2021

13 open positions

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🌴 Customer Success Manager/Onboarding Manager - Job Code: 1778707596871

2 weeks, 1 day ago

United States

Full-time

Junior

Customer Success Manager

Customer and Technical Support

CRM Notion OAuth

Apply Now

Coconut VA

Coconut VA: Premier virtual assistant service providing top talent for admin, operations, marketing, and sales. Streamline your business operations with our rigorous selection process and expert VAs.

Professional Services

11-50

Founded 2021

View All Jobs 13

Description

Run 20-30 minute onboarding calls with new TradeRated customers and guide them through setup steps.
Confirm pre-call requirements are completed and reschedule calls when gating criteria are not met.
Review customer-provided information in advance and pre-configure what can be set up before the call.
Ensure the right stakeholders attend onboarding calls and coordinate warm handoffs with Sales.
Walk customers through company setup, technician roster setup, review path configuration, and CRM integration steps.
Troubleshoot common CRM and integration issues in real time and escalate complex issues with clear context.
Drive customers toward activation, including first technician setup, review path setup, and first verified review.
Document onboarding status, blockers, next steps, and customer notes accurately in GoHighLevel and the TradeRated platform.
Transition activated customers to Customer Success with complete handoff notes and risk context.
Track onboarding KPIs, contribute to weekly scorecard reporting, and surface recurring friction points for process improvement.

Requirements

2-4 years of experience in SaaS onboarding, implementation, customer success, account management, support, or other technical customer-facing roles.
Experience running live customer calls and screen shares.
Strong written and verbal communication skills.
Experience with ServiceTitan, Jobber, Housecall Pro, AccuLynx, or similar tools.
Ability to navigate basic CRM and admin workflows, integrations, and API or OAuth-style setup steps.
Ability to translate technical concepts for non-technical customers.
Strong organizational skills and attention to detail (preferred).
Technically curious and comfortable learning new software quickly (preferred).
Comfort working in a fast-moving startup environment where processes are still being built (preferred).
Experience with GoHighLevel, Notion, Slack, Loom, and Google Workspace (preferred).

Benefits

Competitive salary.
13th month pay.
12 days of paid time off.
12 paid US holidays.
Maternity and paternity leave.
Comprehensive healthcare benefits.
Life insurance through the full-time HMO plan.
Mental health support and wellness resources.

Interested in this position?

Apply directly on the company website

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