Job Description
Note: The job is a remote job and is open to candidates in USA. EverCommerce is on a mission to digitally transform the service economy with tailored SaaS solutions. As a Customer Success Manager – Technical Onboarding, you will ensure new customers have a smooth onboarding experience, guiding them through the setup of their AI systems and maintaining clear communication throughout the process.
Responsibilities
- Serve as one of the primary points of contact for new customers during onboarding, delivering a consultative and polished client experience
- Conduct AI testing, prompt refinement, and model behavior validation to ensure high accuracy and strong performance before go-live
- Configure customer accounts, integrations, and workflows across the ZyraTalk platform
- Collaborate closely with Product, Engineering, and Customer Success teams to solve onboarding challenges and ensure a smooth technical setup
- Communicate clearly with clients regarding onboarding progress, configuration decisions, and technical work completed
- Troubleshoot issues, escalate when needed, and guide customers on best practices that maximize early adoption
- Maintain detailed documentation in the CRM to track onboarding stages, timelines, and deliverables
- Drive each account toward a fast, successful, and confident go-live while ensuring quality and accuracy at every step
Skills
- Minimum of 1-3 years of experience in technical onboarding, implementation, customer success, or a similar role in SaaS
- Strong technical aptitude and comfortable with integrations, data mapping, prompt tuning, and product configuration
- Excellent communication skills and confidence in client-facing conversations
- A methodical approach to testing, quality assurance, and problem-solving
- Ability to manage multiple onboarding workflows simultaneously without sacrificing accuracy
- Familiarity with CRM systems for tracking
- Experience with platforms like ServiceTitan, Housecall Pro, Service Fusion, and other FSMs is a major bonus
- Experience with AI-driven products, customer communication platforms, or home-services software is a strong plus
- Bonus: 1-3 years of experience in the home service industry
Benefits
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
Company Overview
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