About the role
We are looking for our Founding Implementation Consultant with 3+ years of experience to join our team. We are looking for a customer-centric and highly organized individual to manage the onboarding process for our rapidly growing customer base. As we are onboarding so many customers, we need a dedicated person to ensure they are properly set up, understand their challenges, and provide feedback to improve our onboarding process and product. This is a crucial role to help our customers successfully adopt and get value from 1Fort AI.
What will you be doing?
- Lead the end-to-end onboarding process for new B2B SaaS customers, primarily in the SMB space.
- Conduct multiple (3-5) onboarding calls daily, guiding customers through technical setup, including email and bank account integrations.
- Act as a project manager, coordinating with various stakeholders (C-suite, Head of IT, Head of Ops) to ensure timely setup and resolve any roadblocks.
- Serve as a product expert, explaining the value of integrations and addressing security concerns to build trust with customers.
- Provide feedback to the product development team to help improve and streamline the overall customer onboarding experience.