About the Role
As an Associate CSM, Onboarding Specialist, you’ll manage our smaller tier (Tier 3) client accounts within your territory. You will act as a product and onboarding expert as well as solutions engineer. Although you will not have any accounts technically assigned to you, you will be overseeing the entire Tier 3 book of business and prioritizing your day based on incoming client requests.
In this role, you will utilize automations to send trigger-based emails to ensure Tier 3 client health, adoption, education, and overall success. By sitting between the Sales and Support teams, you will step in on appropriate client tickets, to provide product demonstrations, solutions to any questions or issues, and troubleshoot on live zoom meetings. This person should be able to think quickly on their feet and thrive in a role where they are presenting products and solutions to various size teams. Your number one focus is preventing churn and retention, as well as ensuring that our Tier 3 accounts are looked after and receiving the attention, support and communication they require.