Customer Success & Implementation Specialist

Skills
ConstructionCustomer ExperienceCustomer SuccessEngineeringMicrosoft SurfacePingSage
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Prior experience in customer success implementation or support at a B2B software company
  • Personable and patient with strong communication for non-technical customers
  • Highly responsive across calls emails and internal messages
  • Detail-oriented and structured with strong note-taking and follow-through
  • Comfortable taking unscheduled phone calls
  • Preferred East Coast based or able to work East Coast morning hours
  • Nice to have familiarity with ERP or accounting systems
  • Nice to have experience in construction industrial or wholesale distribution
  • Nice to have prior exposure to product or QA work

Nice to have

  • Personable
  • Patient
  • Product-minded
  • Highly responsive
  • Detail-oriented
  • Structured
  • Comfortable on the phone

Day to day

  • Own the customer experience after contract signature for new distributors
  • Lead onboarding and implementation using checklists playbooks and structured project tracking
  • Train customers and their end customers on Dill workflows tools and product usage
  • Run ongoing check-ins to ensure customers see value use the platform correctly and stay healthy over time
  • Provide phone and email support troubleshoot common issues and escalate technical feedback with clear notes