- Join live customer calls—especially for new accounts that need fast onboarding or setup support
- Guide customers through technical steps such as CRM integration walkthroughs, field mapping, enrichment workflows, and lead routing logic
- Run ad hoc onboarding sessions or “office hours” to unblock customers in real-time
- Support CSMs by assisting on the technical aspects of implementation
- Help configure Popl for unique customer use cases that require specialized workflows or data logic
- Translate customer requirements into actionable setup recommendations
- Partner with the Integrations Program Manager to share real-time customer feedback and edge-case patterns
- Act as an internal resource for teammates needing support on technical topics or product configurations
- Participate in cross-functional enablement sessions to increase fluency across the broader CX and GTM orgs
SalesforceRESTful APIsJSON+3 more