EverPro - Customer Success Manager, Technical Onboarding (Hybrid, Phoenix AZ)
About The Position
As a Customer Success Manager – Technical Onboarding, you will play a critical role in ensuring new customers experience a smooth, efficient, and successful launch with ZyraTalk. This position blends customer-facing communication with hands-on technical work, including AI testing, prompt refinement, and integration setup. You’ll be responsible for guiding clients through the onboarding process, configuring their AI systems, verifying accuracy, and ensuring they are fully set up to go live as quickly as possible without sacrificing quality or performance. This is a role that requires quick and efficient communication with customers.
Requirements
- Minimum of 1-3 years of experience in technical onboarding, implementation, customer success, or a similar role in SaaS.
- Strong technical aptitude and comfortable with integrations, data mapping, prompt tuning, and product configuration.
- Excellent communication skills and confidence in client-facing conversations.
- A methodical approach to testing, quality assurance, and problem-solving.
- Ability to manage multiple onboarding workflows simultaneously without sacrificing accuracy.
- Experience with AI-driven products, customer communication platforms, or home-services software is a strong plus.
- Familiarity with CRM systems for tracking.
Nice To Haves
- Experience with platforms like ServiceTitan, Housecall Pro, Service Fusion, and other FSMs is a major bonus.
- 1-3 years of experience in the home service industry.
Responsibilities
- Serve as one of the primary points of contact for new customers during onboarding, delivering a consultative and polished client experience.
- Conduct AI testing, prompt refinement, and model behavior validation to ensure high accuracy and strong performance before go-live.
- Configure customer accounts, integrations, and workflows across the ZyraTalk platform.
- Collaborate closely with Product, Engineering, and Customer Success teams to solve onboarding challenges and ensure a smooth technical setup.
- Communicate clearly with clients regarding onboarding progress, configuration decisions, and technical work completed.
- Troubleshoot issues, escalate when needed, and guide customers on best practices that maximize early adoption.
- Maintain detailed documentation in the CRM to track onboarding stages, timelines, and deliverables.
- Drive each account toward a fast, successful, and confident go-live while ensuring quality and accuracy at every step.
Benefits
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
