Location:Canada, United States, PST
Languages:English
Seniority level:Middle, 3+ years
Experience:3+ years
Skills:Artificial IntelligenceMachine LearningSoftware ArchitectureCommunication SkillsMentoringCustomer SuccessSaaSRelationship buildingTrainingClient relationship managementCross-functional collaboration
- Minimum 3 years of experience in client onboarding, enablement, implementation support, or customer success roles.
- Experience teaching or guiding customers through technical or semi-technical tools.
- Strong ability to explain complex concepts in clear, non-technical language.
- Client-first mindset with strong relationship-building skills.
- Organized, detail-oriented, and comfortable managing multiple onboarding processes.
- Comfortable working cross-functionally while owning the onboarding experience.
- Ability to work both independently and collaboratively in a fast-paced, results-oriented environment.
- Organized, administratively strong, great time management, and have solid writing, phone, and general communication skills.
- Fluent in English (spoken and written).
- Lead onboarding sessions to demonstrate AI agent setup, configuration, and management.
- Educate customers on best practices for building effective AI agents.
- Help clients translate business goals into agent structures, prompts, and workflows.
- Guide clients through onboarding to enable independent configuration.
- Set and manage onboarding expectations in collaboration with Sales and Technical Account Managers.
- Maintain proactive customer communication.
- Collect and validate information and assets for agent creation.
- Oversee onboarding timelines and milestones.
- Ensure onboarding completion meets client expectations and quality standards.
- Identify knowledge gaps and provide additional guidance or training.
- Coordinate handoff to the Customer Success Team Lead.
- Other duties as assigned.