IV Customer Success & Onboarding Specialist
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Job Description
Customer Success & Onboarding Specialist ensuring measurable value realization and client engagement for SaaS in the automotive sector. Managing onboarding and product demo environments effectively from Mexico.
Responsibilities:
- Ensures that clients quickly realize measurable value from the platform, remain engaged, and identify opportunities for expansion.
- Combines technical onboarding, customer lifecycle management, and operational enablement.
- Responsible for maintaining and updating demo environments used by Sales and Success teams.
- Lead trial process for prospects, ensuring configuration, training, and adoption.
- Lead onboarding processes for new customers from kickoff to go-live.
- Conduct recurring Customer Satisfaction Reviews (CSR) to measure ROI, satisfaction, and identify expansion opportunities.
- Monitor account health and proactively manage engagement and risk.
- Generate customer insights for Product, Sales, and Support based on CSR findings and adoption data.
Requirements:
- Bachelor’s degree in Business, Engineering, Administration, or a related field.
- At least +3 years of experience in Customer Success or Account Management within a SaaS company, ideally in the automotive industry.
- Experience in upselling and cross-selling to maximize revenue growth
- Fluent English (C1 level or higher); experience managing international clients.
- Strong analytical and strategic thinking skills.
- Ability to translate technical requirements into clear actionable steps for the company.
- Experience using CRM tools (Zoho or similar).
Benefits:
- Major and minor medical expenses insurance
- Accounting services provided by the company
- Remote role with availability to operate across Europe and U.S time zones
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