Position Details
About this role
Own end-to-end onboarding for Steer customers, ensuring the digital experience matches client business needs and delivers value from day one. Serve as the primary point of contact, coordinating configuration, integration, training, troubleshooting, and trial-to-paid conversion.
Key Responsibilities
- Manage end-to-end onboarding for multiple products
- Tailor and configure customer-facing templates
- Implement scheduling tools and CRM (integration, configuration, training)
- Serve as primary point of contact with high-touch support
- Own free trial to paid conversion process
Technical Overview
Focus on onboarding that includes CRM and scheduling tool implementation: integrations, configuration, training, and enablement. Troubleshoot technical issues and coordinate timely updates to live configurations for AutoOps and Steer product offerings.
Ideal Candidate
The ideal candidate is a mid-level onboarding or customer success professional with 2+ years of experience supporting customers in a SaaS or digital tools environment. They can own end-to-end onboarding, run requirements gathering, configure customer-facing templates, and drive training, integration, and troubleshooting to achieve time-to-value and retention.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
2+ years of experience in customer onboarding, customer success, or implementation support, Experience managing a client-facing product or tool on behalf of customers
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