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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding and technical integrations, particularly with CRM platforms like Salesforce. Possesses strong communication skills to effectively engage with clients and stakeholders, ensuring successful feature adoption and client satisfaction.
Highest-signal resume keywords
Client Onboarding ManagementTechnical IntegrationsSalesforce ExperienceB2B SaaS EnvironmentStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Technical SolutionsImplementationsCRM PlatformsIntegrationsAPI ConnectionsFeature AdoptionClient EngagementProcess ImprovementTraining ResourcesStakeholder Management
Soft Skills
Strategic MindsetProactive ApproachConfidence PresentingClear CommunicationUrgency Instillation
Tools & Technologies
SalesforceHubSpotDynamicsTeamsSlackGongDKIMSSOCrayonMCP
Industry Keywords
B2B SaaSClient SatisfactionOnboarding ProcessBackground CheckE-Verify
About the role
Key responsibilities & impact- Act as a project manager to oversee the onboarding process for all new clients
- Engage weekly with clients at the beginning of their contract to drive successful feature adoption through training and support resources
- Multi-thread within client organizations to involve necessary stakeholders and move programs forward
- Instill urgency in clients so they are onboarded promptly and realize value quickly
- Meet with clients during the sales process to set proper onboarding and implementation expectations
- Guide clients through technical onboarding and integrations including Salesforce, HubSpot, Dynamics, Teams, Slack, Gong, DKIM, SSO, Crayon, MCP, and API connections
- Advocate with the Product Management team for feature requests based on client input and feedback
- Combine new client onboarding, technical integrations, and strategic client engagement to ensure customers are set up for success
Requirements
What you’ll need- 1+ year(s) of experience in technical solutions, implementations, support, or related roles within a B2B SaaS environment
- Strong communication skills, with the ability to clearly explain complex technical topics
- Ability or eagerness to quickly master new technical tools and concepts
- Practical experience with CRM platforms (Salesforce preferred) and integrations
- Confidence presenting to an executive audience
- Strategic and proactive mindset for improving processes and enhancing client satisfaction
- Must successfully pass a background check upon being hired
- Must satisfy Clozd's E-Verify employment verification requirements
Benefits
Comp & perks- Competitive compensation (i.e. salary, bonus, 401k, and equity)
- Majority of medical, dental, disability, life, and other insurance paid
- Unlimited PTO with a boss that encourages taking time off and using PTO to recharge
- 10 paid holidays and company shutdown between Christmas and New Years
- Weekly catered lunches
- Stocked kitchens
- Quarterly company/department activities
- Maternity/paternity leave
- EAP program