Customer Success Manager / Onboarding Manager
New
C
CoconutSaaS / Field Service
Philippines, Eastern TimeFull-TimeMiddle
Salary1,250 - 2,150 USD per month
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Job Details
- Languages
- English
- Experience
- 2-4 years
- Required Skills
- Technical supportCustomer Success
Requirements
- 2-4 years of experience in SaaS onboarding, implementation, customer success, account management, or support roles.
- Comfortable running live customer calls and screen shares.
- Strong written and verbal communication skills.
- Technically curious and comfortable learning software quickly.
- Experience with CRM and workflow tools like GoHighLevel, Notion, Slack, Loom, and Google Workspace.
- Strong organizational skills and attention to detail.
- Experience with field service software like ServiceTitan, Jobber, Housecall Pro, or AccuLynx is a strong plus.
Responsibilities
- Run 20-30 minute onboarding calls with new customers.
- Guide customers through CRM integration setup for systems like ServiceTitan, AccuLynx, Jobber, or Housecall Pro.
- Drive customers toward activation and verified review capture.
- Maintain and iterate on established onboarding playbooks and SOPs.
- Coordinate with Sales for warm handoffs and ensure all pre-call requirements are met.
- Transition activated customers to Customer Success with detailed account notes.
- Track and report on onboarding KPIs including completion and activation rates.
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