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

3 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

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 11

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

Apply Now

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