Overview
Support new customers with SaaS/CRM onboarding, account setup, basic configuration, user support, and issue resolution.
Ensure customers are successfully set up, understand the platform, and are ready for ongoing use.
Responsibilities
- Guide new customers through account setup, user activation, and onboarding.
- Assist with CRM configuration, workflows, automations, permissions, and integrations.
- Answer new-user questions and resolve standard setup and technical issues.
- Support basic data imports, exports, and account configuration.
- Conduct onboarding, readiness, and user-support sessions.
- Track customer progress, issues, and follow-up actions.
- Maintain clear documentation and complete handoffs to Customer Success.
- Follow established onboarding processes and support continuous improvement.
Must-Have Skills
- 2+ years of experience in SaaS onboarding, CRM support, implementation, technical support, or customer enablement.
- Experience with a CRM such as Follow Up Boss, Salesforce, HubSpot, Zoho, or similar.
- Basic understanding of CRM workflows, automations, users, permissions, lead routing, and integrations.
- Strong customer-facing communication and troubleshooting skills.
- Good organization, attention to detail, and follow-through.
- Ability to manage multiple customer engagements in a fast-paced environment.
Desired Skills
- Experience with customer onboarding or new-account implementation.
- Follow Up Boss or real-estate technology experience.
- Exposure to data imports/exports, APIs, or third-party integrations.
- Experience training CRM users or administrators.
- Gainsight or other Customer Success platform experience.
- Experience working with SOPs, playbooks, and remote teams.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions.
Rate:
Not specified
Location:
Remote
IR35 Status:
Outside
Remote Status:
Remote
Industry:
IT
Seniority Level:
Mid-Level