Customer Success Manager at FinTech SaaS Firm · Bengaluru (Bangalore) · 4 - 6 years · ₹10L - ₹16L / yr · Posted 23 Feb 2023

Responsibilities :
- Get involved in the entire customer lifecycle from onboarding through the duration of their subscription period
- Provide product training to enable the customers to realize the potential of Empuls.
- Identify product usage gaps and provide actionable solutions to the customers.
- Build value-based relationships with customers and create Xoxoday champions.
- Conduct Strategic Business Reviews (EBRs and QBRs) to understand customer lifecycle milestones, communicate the value of our product, showcase ROI,
- Drive desired customer outcomes through a consultative approach.
- Identify opportunities for upselling and cross-selling along with the Account Managers.
- Communicate and brainstorm with the product team on customer feedback and help refine the product roadmap.
- Work with the marketing team to execute customer surveys, case studies, etc.
- Optimize existing processes within the company and actively enhance all Customer Success initiatives.
- Drive customer advocacy through reviews, testimonials, and customer meetups; and create a center of excellence within the customer's organization.
Requirements:
- Has relevant 4 to 6 years of work experience in a Customer Success role in a B2B SaaS company
- Hands-on with tools like Pendo, HubSpot, Postman etc.
- Should be open to aligning with the different time zones based on business requirements.
- Showcases exemplary written and verbal communication skills to work with Global Customers.
- Has worked directly with Customers in the Americas or European region.
- Has an exceptional ability to communicate and foster positive business relationships.
- Demonstrates a deep understanding of customers concerns and thoughts regarding the use of products.
- Managed customers across different segments in the past and knows how to manage them differently.
- Exhibits a true passion for customers and for Customer Success.
What can you look for?
This a wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact, and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the benefits of being at Xoxoday.
We are
Xoxoday is a rapidly growing fintech SaaS firm that propels business growth while focusing on human motivation. Backed by Giift and Apis Partners Growth Fund II, Xoxoday offers a suite of three products - Plum, Empuls, and Compass. Xoxoday works with more than 2000 clients across 10+ countries and over 2.5 million users. Headquartered in Bengaluru, Xoxoday is a 300+ strong team with four global offices in San Francisco, Dublin, Singapore, New Delhi.
Way forward
We look forward to connecting with you. As you may take time to review this opportunity, we will wait for a reasonable time of around 3-5 days before we screen the collected applications and start lining up job discussions with the hiring manager. We however assure you that we will attempt to maintain a reasonable time window for successfully closing this requirement. The candidates will be kept informed and updated on the feedback and application status.

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About Master-O
Master-O is a next-generation sales enablement and microskill learning platform that empowers frontline teams through gamification, AI-driven coaching, and continuous performance reinforcement.
Our platform is trusted by leading enterprises in financial services, retail, pharma, consumer goods, telecom, automobile, BFSI, construction and others to drive measurable business outcomes across sales readiness, productivity, and execution excellence.
We are looking for someone who can own strategic accounts, drive adoption, and unlock growth opportunities.
Role Overview
The CS Associate will play a critical role in ensuring long-term customer value, retention, and expansion for Master-O’s enterprise clients.
You will act as a trusted advisor to senior stakeholders, ensuring customers achieve measurable ROI while identifying opportunities to grow the account footprint.
Key Responsibilities
Customer Success & Key Account Management
- Own end-to-end customer success for enterprise corporate accounts, primarily in the domestic market
- Drive onboarding, adoption, engagement, and value realization of the Master-O platform
- Build strong relationships with CXOs, Sales Heads, L&D leaders, and other stakeholders
- Act as the point of contact with the customer, ensuring feedback is looped back into product and solution improvements
- Track success metrics such as usage, renewals, and expansions
Stakeholder & Internal Collaboration
- Work closely with Product & Design, Tech and CS teams to ensure seamless execution
- Translate client business objectives into platform use cases and success roadmaps
- Support case studies, testimonials, and references from satisfied customers
Required Skills & Experience
- 2+ years of full-time experience in Customer Success / Key Account
- Prior experience in B2B SaaS companies, handling enterprise-level clients
- Proven experience working with domestic customers and managing stakeholders across regions
- Strong understanding of SaaS metrics, renewals, expansions, and customer lifecycle management
- Experience in fast-paced startup environments preferred
- Excellent communication, presentation, and stakeholder management skills
- Strong business acumen with the ability to connect product value to business outcomes
What You’ll Get
- Opportunity to work with both: Pan-India and Global enterprise brands
- High ownership role with direct impact on customer outcomes and revenue growth
- Exposure to cutting-edge AI-driven learning and sales enablement technology
- Fast-paced environment with room to grow into a leadership role
- Competitive compensation aligned with experience
Location: Sector 48, Gurugram
Working Days: Monday to Friday (5 Days)
Working Hours: 9:00 AM – 5:00 PM
Experience: 0–1 Year (Freshers are welcome to apply)
Role Summary
We are looking for a Junior Customer Success Executive to join our growing team. This is an excellent opportunity for fresh graduates and candidates with up to 1 year of experience who are passionate about customer interaction and eager to build a career in the SaaS industry. You will support customers with onboarding, resolve their queries, and ensure they have a great experience using our platform.
Key Responsibilities
Respond to customer queries via email, WhatsApp, phone calls, and support tickets.
Assist customers with product onboarding and provide basic product demonstrations.
Coordinate with internal teams to resolve customer issues.
Follow up with customers to ensure timely issue resolution and satisfaction.
Collect customer feedback and share insights to improve the customer experience.
Maintain accurate records of customer interactions in CRM or support tools.
Requirements
Bachelor's degree in any discipline.
0–1 year of experience in Customer Support, Customer Success, Sales, or a customer-facing role.
Freshers are welcome to apply.
Internship experience in Customer Support, Customer Success, Sales, or a customer-facing role will be an added advantage.
Good verbal and written communication skills in English.
Comfortable communicating with customers via calls, email, WhatsApp, and chat.
Basic knowledge of MS Office or Google Workspace.
Positive attitude, willingness to learn, and strong problem-solving skills.
What We Offer
Training and mentorship from experienced professionals.
Opportunity to work in a fast-growing SaaS startup.
Performance-based incentives.
Career growth opportunities.
A collaborative and supportive work environment.
Infosec Ventures incubates and scales cyber security innovators that solve for inefficiencies in cyber security, solve big problems and deliver exceptionally high return on investment for customers. IV is on a mission to make the world cyber safe, by protecting systems and the ‘human operating system’. Some notable current ventures include humanfirewall.io, emailauth.io, bugsbounty.com, securityrating.com among others.
Role: Customer Success Associate
Employment Mode: 5 days, Work from office
Location: Gurgaon, Sector-18
Requirements:
- Candidates having exposure to the Cybersecurity industry will be preferred not mandatory.
- Past experience in working with Advanced Excel and in making powerful presentations will be a plus.
- We welcome candidates with a range of degrees and backgrounds, though sustained success with a significant volume of analytic and quantitative coursework is required.
- Any bachelor's or master's degree in engineering, Operations Management/Research, MIS, Management Science, Applied Mathematics, Statistics or Econometrics will be entertained.
Roles:
- Developing and managing client portfolios.
- Analyzing customer data to improve customer experience.
- Hold product demonstrations for customers & improve onboarding processes.
- Mediate between clients and the organization to achieve end goals.
- Handling and resolving customer requests and complaints.
- Minimize customer churn to increase customer retention.
About the Role:
We are looking for a Customer Success Executive to manage day-to-day customer support, relationship management, and retention for our growing D2C wellness business. The ideal candidate should have strong communication skills and a genuine sense of empathy, while ensuring every customer has a smooth, satisfying experience with our brand.
Key Responsibilities:
1. Manage day-to-day customer interactions across email, chat, and calls.
2. Respond to customer queries and concerns accurately and promptly.
3. Maintain and update customer records and interaction history on our CRM.
4. Track customer satisfaction and health metrics; flag at-risk or unhappy customers proactively.
5. Handle escalations and difficult conversations with empathy and sound judgment.
6. Educate customers on product usage, ingredients, and routines to improve outcomes and encourage repeat purchases.
7. Coordinate with the operations/logistics team on order issues, returns, and delivery concerns.
8. Collect and organize customer feedback and share actionable insights with the product and marketing teams.
9. Maintain and improve FAQs, help documentation, and response templates.
10. Monitor reviews and ratings across marketplaces (Amazon, Flipkart, website, social media, etc.) and respond where required.
Other requirements:
- Experience in customer support, customer success, or a related role (Not Mandatory but is an added advantage).
- Excellent verbal and written communication skills.
- Hands-on experience with CRM or helpdesk tools.
- Working knowledge of MS Excel or Google Sheets.
- Close attention to detail and accuracy in maintaining customer records.
- Ability to work independently and manage multiple conversations.
- Experience in a D2C, e-commerce, or wellness/health company is an added advantage.
- High level of empathy and patience.
- Strong ownership and accountability.
- Organized and detail-oriented approach.
- Willingness to learn and grow in a fast-paced startup environment.
Annual CTC: ₹ 2,50,000 / year.
Work-in-office role - Near Kudlu Gate Metro Station.
Job Description: Customer Success Executive
Department: Customer Success Team(CX)
Reports To: Customer Success Manager
Role Summary:
The Customer Success executive will be responsible for delivering a seamless support
experience across customer touchpoints including calls, chats, emails, callbacks, and
escalations. The role focuses on improving customer experience, resolving issues efficiently,
and ensuring customer satisfaction throughout the investment journey.
Key Responsibilities:
• Handle incoming and outgoing customer calls,chats, and email support
• Assist customers with account-related queries and partial KYC support
• Resolve customer concerns and coordinate with internal teams for timely closure
• Manage customer escalations and ensure proper follow-up until resolution
• Maintain customer interaction records in CRM systems
• Identify recurring issues and provide feedback for process improvements
• Support customer retention initiatives and improve customer satisfaction metrics
• Deliver a high-quality support experience across all customer touchpoints
Required Skills:
• Strong verbal and written communication skills
• Customer handling and problem-solving ability
• Ability to multitask across calls, chats, and emails
• Good interpersonal and relationship management skills
• Basic understanding of financial products preferred
Qualification & Experience:
• Graduate in any discipline
• 1–3 years of experience in customer support, customer success, or financial services
preferred
Job Description: Customer Success Executive
Department: Customer Success Team(CX)
Reports To: Customer Success Manager
Role Summary:
The Customer Success executive will be responsible for delivering a seamless support
experience across customer touchpoints including calls, chats, emails, callbacks, and
escalations. The role focuses on improving customer experience, resolving issues efficiently,
and ensuring customer satisfaction throughout the investment journey.
Key Responsibilities:
• Handle incoming and outgoing customer calls,chats, and email support
• Assist customers with account-related queries and partial KYC support
• Resolve customer concerns and coordinate with internal teams for timely closure
• Manage customer escalations and ensure proper follow-up until resolution
• Maintain customer interaction records in CRM systems
• Identify recurring issues and provide feedback for process improvements
• Support customer retention initiatives and improve customer satisfaction metrics
• Deliver a high-quality support experience across all customer touchpoints
Required Skills:
• Strong verbal and written communication skills
• Customer handling and problem-solving ability
• Ability to multitask across calls, chats, and emails
• Good interpersonal and relationship management skills
• Basic understanding of financial products preferred
Qualification & Experience:
• Graduate in any discipline
• 1–3 years of experience in customer support, customer success, or financial services
preferred
ABOUT REO
Who we are
Reo.Dev is a modern revenue stack for Developer focused companies. We help Developer Tool companies identify which Engineering Teams have an Urgent need for their product and the highest likelihood of conversion. We capture and analyze a wide array of developer activity data from Github, Docs, Docker Installs, Communities, other dev specific sources and convert them to sales signals.
Great! Now let’s talk about You and this Role! 🙌
🎉 What will you be working on?
- You will own and manage success for named accounts. This means doing everything and anything that they are retained, grow in revenue and find success with Reo.Dev. This also includes
- Owning customer/ account onboarding and setup
- Working with them to understand their goals and explain how the product helps them in achieving these goals
- Acting as a product consultant, guiding them with settings and implementations that will be needed for them to achieve their goals
- Being the key channel of customer feedback. Liaison with various team to see that customers are able to get the desired output.
- You will own customer renewals and up-sales. This means you will:
- Own expansion revenue from your accounts
- Own relationships with customers and buyers in the account.
- Advice them on the right product packages and upgrades they might be needing in their growth journeys
- Spearhead product adoption within the customer enterprise
👯 Skill we are looking for in this role
- This is a critical role in a fast-scaling environment. We are looking at ambitious Account Managers / CS reps with experience in early stage companies . Few qualities will be preferred however:
- Past experience of working in an early SaaS startups (2-3 years) or
- Past VC/ Management Consulting Experience (3-4 years) or
- Past experience of being in a client facing role
- Past experience of managing US based accounts
- MBA from Tier 1 institutes
👯 What qualities we look for in our team members?
While there is no stencil for the type of people we like, there are a few traits that might make Reo.Dev a better fit for you. Reo.Dev might be a good fit if you:
- Work hard, hands-on and want to grow really fast.
- Care about your work a great deal, find it highly unsettling if the quality of work is even slightly sub-par.
- Execute fast.
- Are hands on (we will not have elaborate reporting structures for the foreseeable future and hopefully ever).
- Are someone people like to work with, low on ego, high on humility
- Have the ability to fail, learn and keep trying till you win. Start-ups are tough and we will not get everything right the first time
- Have a longish view of your career growth and not optimising for the next 1-2 years.
Read more here:
👋 Hi There, Meet Reo.Dev
- Origins: Reo.Dev was founded in March 2023 by Achintya, Gaurav and Piyush – All of them are 2nd time Entrepreneurs [read more on the Founding team below]
- Value Prop: Reo.Dev provides Revenue Intelligence for Developer tool companies. We are category creators and currently no other company has the capabilities Reo.Dev has. Our closest parallel is 6sense.com which operates in the B2B SaaS industry and does not serve DevTool companies
- Customers: Our Customer base includes some of the most respected DevTool companies [see more details below]. All of our Customers are in the US and EU. We are hugely Customer centric and satisfaction scores are very high. [read more on customer feedback below]
- Traction: We have grown 5X in 2024 vs. Dec’2023 and are on track to grow 10X in 2024 vs. Dec’2023. We price at a Premium and have 90%+ Gross margin
- Funding: We are funded by the most reputed VCs from India and the US [see more on Fundraise below]
Origins and Value Prop
🏗️ About the Developer Tools industry:
Developer tools is a $500 billion industry, generates $50B in revenue annually and has been growing at 22% year on year. Source
By definition, this industry is at the frontier of technology. Innovation happens extremely fast in this industry. Teams need to have a strong technological background to build for this industry
Developer tools can scale up globally, generate strong revenue and have high profit margins
🏆 Reo.Dev Value Prop
Reo.Dev is a modern revenue stack for Developer focused companies. We help Developer Tool companies identify which Engineering Teams have an Urgent need for their product and the highest likelihood of conversion. We capture and analyze a wide array of developer activity data from Github, Docs, Docker Installs, Communities, other dev specific sources and convert them to sales signals.
Our customers include CROs, VP Sales, VP Marketing, AE, SDR teams and Marketing teams of Devtool companies
👷♂️ Founding Team:
Reo has been founded by experienced entrepreneurs. All three founders have a strong track record of building start-ups and leading teams
- Achintya: Achintya was previously the co-founder at Phyllo, which is a developer tool company. Phyllo raised ~$18M in VC funding from top tier VCs. Achintya is a Chemical Engineer from IIT Delhi (2009) and MBA from Indian School of Business (2013)
- Piyush: Piyush is a second time entrepreneur. He previously founded Scholr, which was an EdTech start-up and was acquired by BYJU’S in 2020. Piyush is a Mechanical Engineer from IIT Kharagpur (2008) and MBA from India School of Business (2013)
- Gaurav: Gaurav is a senior Tech leader with 16 years of experience. Previously he was VP Engineering at Ninjacart (valued at $1B+) and CTO of Kuliza where he led a team of 150+ developers. He is a Computer Science Engineer from IIIT Allahabad (2006)
💡 As co- founders we take pride in the fact that people who have worked with us in the past, want to work with us again!
Customers and Traction
In 9 months since Product Launch, we have amassed a large customer base comprising of some of the most well known and highly reputed DevTool companies. 90% of our Customers are HQ’d in North America and Europe
Some of our Customers:
Customer Feedback and NPS:
Our customers love us!! Check this out!
https://www.youtube.com/watch?v=DzvixiSd7GA
Customer Feedback
Unleash Shorts.mp4
“Reo Helped us identify needle in haystack accounts. We overachieved our targets for consecutive months with Reo.Dev”
**Micheal, CMO, Unleash [Spark Capital. Series A| Open Source Feature Mgmt. Platform]**
Aporia Shorts.mp4
“The most beautiful things about Reo.Dev is that it was built for developer focused companies. We saw a 2X increase in meetings booked!”
**Shai Alani, VP Marketing, Aporia [Tiger Global. Series A | ML Ops Platform]**
Fluree Shorts (1).mp4
“Reo.Dev data is some of the best data I have ever used. It helped us increase sign-ups by 30%”
Kevin Doubleday, Director - Marketing, Flur.ee [Sinewave. Series A | Data Mgmt. Platform]
Lightbend Shorts (1).mp4
“With Reo.Dev, we identified more than 10,000 target accounts that we had never interacted before”
**Alec Cross, VP Sales, Lightbend [Greylock, Dell Capital. Series D| Low Latency Microservices]**
Chronicle Shorts .mp4
“Reo.Dev is integrated into our SDR process. It is helping us learn who is evaluating our competitors and triangulate intent on web”
Andrew Twigg, Sales Director, Chronicle [Low Latency Trading PaaS]
WhatsApp Audio 2023-10-19 at 10.52.54 AM.mpeg
“I was never able to crack technical prospecting and this cracked it.”
Micheal, AE (Outsourced), Outerbounds [Foundation Capital, Series A | AI Infra platform]
Traction
In 2024, we have grown 5X vs. 2023 and are on track to grow 10X by the end of the year!
Fundraise
Pre-Seed round: Q3’2023
Read about our Pre-Seed round here:
Seed round: Q2’2024
We have raised a Seed round funding in Q2’ 2024 from one of the most reputed VC funds in the US. This round has not been announced yet.
Series A: Q2’ 2026
Reo.Dev just raised $11.3M in Series A funding (Q2**’**, 2026), led by Elevation Capital, with participation from Heavybit, India Quotient, Foster Ventures, Uncorrelated Ventures, and other angel investors. This brings our total funding to $15.3M.
Media:
- Reo.Dev Raises $11.3 Million Series A to Scale AI Signals for Companies Selling to Engineering Teams (PR Newswire)
- Reo.Dev raises $11.3M in Series A led by Elevation Capital (YourStory)
- Reo.Dev Bags $11.3M Series A to Scale Across the US (Yahoo Finance)
- Reo.Dev Raises $11.3M in Series A Funding (FinSMEs)
🚀 We're Hiring: Customer Support Executive
Join WorkBuddyHR – Help Us Transform HR for Modern Businesses
At WorkBuddyHR, we're building the next generation of HRMS software that helps startups and growing businesses automate HR operations, simplify employee management, and make smarter decisions through powerful insights.
If you're passionate about helping people, solving problems, and creating exceptional customer experiences, we'd love to have you on our team!
📍 Location: Bengaluru (Work From Office)
💼 Role: Customer Support Executive
🕒 Employment Type: Full-Time
💰 Compensation
- ₹20,000 Fixed Salary
- Attractive Performance Incentives
- Career Growth Opportunities based on your performance
🌟 What You'll Do
- Be the first point of contact for customers through phone, email, WhatsApp, and chat.
- Resolve customer queries with empathy and professionalism.
- Guide customers on using WorkBuddyHR effectively.
- Conduct product onboarding sessions for new clients.
- Coordinate with the technical team to ensure timely issue resolution.
- Build long-term relationships with customers and ensure high satisfaction.
- Identify opportunities for renewals, referrals, and product adoption.
- Capture customer feedback and help improve our product.
✅ What We're Looking For
- Graduate in any discipline.
- 0–2 years of experience in Customer Support, Customer Success, or a similar role.
- Excellent communication skills in English (Hindi and Kannada are a plus).
- Positive attitude with strong problem-solving skills.
- Customer-first mindset and willingness to learn.
- Basic computer knowledge and familiarity with MS Office or Google Workspace.
🎯 Why Join WorkBuddyHR?
✨ Be part of an ambitious HR Tech startup from its early growth stage.
✨ Work with a passionate and supportive team.
✨ Learn SaaS, customer success, and enterprise client management.
✨ Make a real impact by helping businesses improve their HR operations.
✨ Fast career growth for high performers.
📩 Ready to Join Us?
WorkBuddyHR
Automation that works. Insights that matter.
Location: Pune (WFH)
Shifts: Night (6:30 PM – 3:30 AM) / Early Morning (4 AM – 1 PM)
About StarApps Studio
StarApps Studio is a product-driven SaaS company building Shopify apps that power thousands of online stores. We’ve developed 6 highly-rated Shopify apps (averaging 4.9★) used by 30,000+ Shopify merchants worldwide, including over 1,000 Shopify Plus stores. In just a few years, our bootstrapped team grew from $5.5M to $10M in Annual Recurring Revenue (ARR) by obsessing over quality and merchant success. We’re a tight-knit, 20-person team based in Baner, Pune, on a mission to help e-commerce brands create world-class shopping experiences.
About the Role
As a Customer Success Specialist, you’ll be the voice and support behind our mission to simplify e-commerce success. Your role is pivotal in building relationships, ensuring customer satisfaction, and driving engagement. This is primarily a chat process role.
Key Responsibilities
- Engage with Clients: Provide exceptional support over chat and email with clear, positive, and trustworthy communication. Occasionally handle calls if required.
- Build Relationships: Create meaningful connections, ensuring every merchant interaction is memorable.
- Master Products: Develop expertise in our products to offer confident and effective guidance.
- Drive Value: Identify opportunities to enhance customer experiences and boost sales.
- Solve Problems: Proactively resolve issues, building trust and satisfaction.
- Advocate for Feedback: Share customer insights with internal teams to fuel continuous improvement.
What We’re Looking For
- Technical Troubleshooter: A logical mindset with strong debugging skills and hands-on HTML/CSS experience. (Mandatory)
- Charismatic Communicator: A confident, engaging personality with excellent verbal and written communication skills.
- Customer-Focused Experience: Proven success in customer-facing roles, preferably in B2B SaaS or e-commerce.
- Strategic Thinker: Ability to anticipate customer needs and create value-driven interactions.
- Quick Learner: A strong desire to learn about our products and the e-commerce landscape.
Why Join Us
- Competitive Pay: Reflective of your contributions and impact.
- Supportive Leadership: Work with innovative leaders who encourage growth.
- Career Development: Opportunities for learning and professional advancement.
- Recognition: A culture that celebrates hard work and creativity.
- Inspiring Environment: Be part of a team driving innovation in e-commerce.
What to Expect in the Hiring Process
- Written Assignment: Showcase your support and technical skills, and your approach to customer success.
- Call with CS Head: Gain insights into our vision and discuss how you can contribute.
- Final Culture Fit & Salary Negotiation Round with the Founder.
Senior Customer Onboarding Specialist
Location: Coimbatore
Employment Type: Full Time
Work Shift: US working hours - Mandatory
Job Description
RunLoyal is looking for an experienced and customer-focused Senior Customer Onboarding Specialist to lead the onboarding of new customers onto the RunLoyal platform. This is a senior, high-autonomy role responsible for owning the customer relationship after the sales handoff - evaluating fit against RunLoyal's Ideal Customer Profile (ICP), gathering business requirements, and translating them into a fully configured, validated portal. You will work closely with Development, Infrastructure, QA, and Support teams to ensure customers are set up correctly, while also mentoring junior onboarding team members and supporting Customer Success operations.
Key Responsibilities
- Serve as the primary point of contact for customers immediately after sales handoff through onboarding completion.
- Evaluate incoming customers against RunLoyal's Ideal Customer Profile (ICP) to confirm platform fit.
- Gather and document detailed business requirements through customer calls, discovery sessions, and follow-ups.
- Assess whether RunLoyal's platform can meet each customer's specific business needs, flagging gaps or limitations early.
- Translate requirements into a portal build plan and configuration workbook.
- Build and configure customer portals - services, pricing, staff roles, and booking workflows - based on documented requirements.
- Lead data migration efforts, including data cleaning, transformation, and CSV-based imports, for a smooth transition onto the platform.
- Validate completed portal configurations against requirements and run pre-go-live quality checks to catch errors before customers encounter them.
- Perform data sanity checks and spot-check migration outputs for accuracy before customer handoff.
- Own the most complex, high-value, or multi-location onboarding engagements end-to-end.
- Serve as an escalation point for onboarding-related fit, scoping, or configuration issues.
- Mentor and review the work of junior onboarding team members.
- Support Customer Success operations, including pipeline tracking, reporting, and post-go-live handoffs.
- Coordinate with Development, Infrastructure, QA, and Support teams to resolve onboarding-related issues.
- Maintain and improve onboarding documentation, templates, and internal processes.
Required Skills & Qualifications
- 3-4 years of experience in solution consulting, implementation, onboarding, or a customer-facing technical role (SaaS experience preferred).
- Strong requirements-gathering and discovery skills, with the ability to translate business needs into technical configuration.
- Sound, independent judgment on customer/ICP fit, with the ability to make and defend go/no-go calls with minimal oversight.
- Strong attention to detail with a QA mindset - able to catch configuration and data errors before they reach the customer.
- Proficiency in MS Excel / Google Sheets for configuration workbooks and data mapping.
- Excellent written and verbal communication skills, including with senior stakeholders.
- Strong organizational skills with the ability to manage multiple, high-complexity onboardings concurrently.
Preferred Qualifications
- Prior experience mentoring or reviewing the work of junior team members.
- Familiarity with the pet care services industry or other service-based SMBs.
- Familiarity with CRM or project management tools such as HubSpot, Intercom, Asana, or Notion.
- Experience working in a SaaS startup or scale-up environment.
Education
- Bachelor's degree in Engineering, Business, IT, or a related field.







