Onboarding Analyst, Customer Success
New
D
DoxelConstruction Tech, SaaS
Remote, East Coast, Flexibility to overlap with EMEA hoursFull-TimeMiddle
Salary$80,000 - $95,000 a year
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Job Details
- Experience
- 2+ years
- Required Skills
- Project CoordinationCustomer SuccessSaaSCRMData analytics
Requirements
- 2+ years of experience in a SaaS environment.
- 2+ years of experience in Operations, Support, Project Coordination, or Analytics.
- Proven history of tracking and driving measurable improvements.
- Ability to coordinate multiple concurrent workstreams and dependencies.
- Process and structure-driven mindset with defined methods for tracking work.
- Excellent written communication skills with experience using email and async updates.
- High aptitude and willingness to learn new technologies and processes.
- Coachable, self-aware, proactive, and self-motivated work style.
- Ability to travel quarterly for business reviews (QBRs) and as needed.
- Experience with CRM or customer success tooling is preferred.
- Background in commercial construction, engineering, or design is a plus.
Responsibilities
- Own the requirements for each onboarding in your portfolio, defining and tracking completion status for every open item.
- Coordinate across internal teams to ensure timely delivery of all implementation components.
- Request, arrange, validate, and prepare onboarding files to ensure accurate delivery.
- Track status across multiple concurrent onboardings to identify and surface risks early.
- Liaise between department stakeholders to maintain project alignment.
- Support customer-facing communications and gradually transition into direct account management.
- Analyze onboarding processes to identify friction and suggest operational improvements.
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