Position Details

Salary $50K – $55K USD / year

Type Full-Time

Experience entry

Exp. Years 0-2 years

Education Not specified

Category Customer Success & Support

About this role

This role involves guiding new customers through onboarding, providing product walkthroughs, and building strong relationships to ensure customer retention and success.

Key Responsibilities

Own onboarding process
Run onboarding calls
Track customer progress
Maintain onboarding guides
Collaborate with sales and support

Technical Overview

Utilizes CRM tools like HubSpot, Loom for video walkthroughs, and AI assistants to support onboarding and customer engagement.

Ideal Candidate

The ideal candidate is an entry-level customer success professional with 6 months to 2 years of experience in client-facing roles, excellent communication skills, and a passion for helping customers succeed. They are highly organized, adaptable, and eager to learn new tools.

Must-Have Skills

6 months–2 years in customer successaccount managementsupportor a client-facing roleExceptional written and verbal communicationHighly organizedComfortable with new toolsGenuine passion for helping customersSelf-motivated

Nice-to-Have Skills

Experience in SaaS or HR techFamiliarity with HubSpot or similar CRMsExperience creating internal documentation or process guides

Tools & Platforms

HubSpotLoomAI assistants

Required Skills

Customer Success ManagerHubSpotLoomAI assistantscustomer onboardingcustomer supportCRMsupport toolscommunicationorganization

Hard Skills

HubSpotHubSpot CRMLoomAI assistantsCustomer onboardingCustomer successCustomer relationship managementChecklistsProduct walkthroughsCustomer support tools

Soft Skills

CommunicationOrganizationEmpathySelf-motivationAmbiguity managementRelationship buildingProactive communicationTeam collaboration

Industry & Role

Industry SaaS

Job Function Customer onboarding and success management

Role Subtype Customer Success & Support

Keywords for Your Resume

Customer Success ManagerCustomer onboardingHubSpotLoomAI assistantsCustomer supportCRMCustomer relationship managementSupport toolsOnboardingAccount managementRemoteFull-Timeentry levelCustomer successsupport tools

Deal Breakers

Lack of customer support experience, Poor communication skills, Unwillingness to learn new tools, No experience in SaaS or HR tech

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