Salesforce Solution Architect advising Canadian Public Sector enterprises on Salesforce architecture and implementations. Leading customer workstreams, risk resolution, and business - value - driven platform solutions.
BS
Senior Customer Success Specialist – Software Implementation, Onboarding
Posted 2 months ago
About the role
- Senior Customer Success Specialist responsible for leading client onboarding and implementation at a SaaS company. Creating exceptional client experiences and facilitating successful software adoption for various organizations.
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.
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.
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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