Position Details
About this role
This role involves helping small businesses launch and optimize referral programs, troubleshoot integrations, and build strong customer relationships in a SaaS environment.
Key Responsibilities
- Help customers launch referral campaigns
- Assist with integrations and automation
- Troubleshoot platform issues
- Build customer relationships
- Identify growth opportunities
Technical Overview
The technical scope includes working with referral tracking, automation platforms like Zapier, CRM tools such as HubSpot, and industry-specific integrations with ServiceTitan and FieldRoutes.
Ideal Candidate
The ideal candidate is a mid-level customer success specialist with experience in referral program setup, integrations, and CRM tools. They possess strong problem-solving skills and are comfortable working with automation platforms in a fast-paced startup environment.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of experience with CRM or automation tools, Inability to work remotely, No customer success or onboarding experience
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