Senior Customer Success Specialist - Software Implementation & Onboarding
About The Position
BIS Safety Software is a SaaS company on a mission to change how organizations manage safety, learning, and compliance. Since 2006, we've been building innovative software that helps companies simplify training, improve compliance, and keep their people safe. As we continue to grow, we're looking for someone who is passionate about creating exceptional client experiences and helping organizations successfully adopt our software. As our Senior Customer Success Specialist, you'll be responsible for leading the onboarding and implementation experience for new clients, guiding them from kickoff through successful adoption of the BIS Safety Software platform. You'll work with a diverse portfolio of organizations ranging from mid-market companies to large enterprise clients, partnering with administrators, project teams, and key stakeholders to understand their operational needs and tailor each implementation accordingly. If you enjoy educating others, simplifying complex processes, and making customers successful, this role is for you. We are looking for someone with a flexible schedule who can occasionally adjust their working hours to support clients across different time zones.
Requirements
- 5+ years of experience in Customer Success, Client Onboarding, Software Implementation, Training, or a similar client-facing role.
- Experience working with SaaS platforms or other technology products.
- Demonstrated experience managing multiple client implementations/projects simultaneously.
- Experience onboarding mid-market and/or enterprise clients.
- Strong technical aptitude and confidence learning new software platforms.
Nice To Haves
- Experience with change management or data migration projects.
- Strong Microsoft Excel skills.
- French and/or Spanish language skills.
- Experience working within Learning Management Systems (LMS), HRIS, EHS, or compliance software.
Responsibilities
- Lead onboarding and implementation projects for new clients, ensuring a smooth and successful transition to the BIS Safety Software platform.
- Deliver engaging virtual and/or in-person training sessions tailored to each client's workflows, business processes, and learning needs.
- Build trusted relationships with client administrators, project teams, and stakeholders throughout the onboarding journey.
- Configure client environments, including training matrices, user setup, and implementation requirements.
- Support data migration by helping clients migrate historical training records and data from previous systems into the BIS platform.
- Coordinate onboarding timelines by managing training schedules, project milestones, and follow-up meetings to keep implementations on track.
- Provide prompt, solution-focused support via phone and email, ensuring clients feel confident throughout their onboarding experience.
- Partner with internal teams to resolve implementation challenges and continuously improve the client experience.
- Identify opportunities for continuous improvement across onboarding processes, documentation, and educational resources.
- Drive successful client adoption, ensuring clients are positioned for long-term success with BIS Safety Software.
Benefits
- Employee Stock Ownership Plan (ESOP)
- Full medical, dental, and vision coverage
- Life insurance and disability insurance
- Health spending account
- Flexible working hours
- On-the-job training and growth opportunities
- Free on-site parking
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
