CRM Specialist at Jaja building customer journeys with data - driven marketing strategies. Collaborating with teams to enhance customer experience through efficient CRM processes.
About the role
- Onboarding & Success Manager guiding B2B tax and accounting firms in AI technology adoption and implementation. Leading customer onboarding, integrations, and training effectively with a focus on results.
Responsibilities
- Plan and run customer onboardings end-to-end (kickoff → go-live → adoption).
- Configure and troubleshoot integrations; keep data flows secure and reliable.
- Create clear customer-facing guides and training assets; turn fixes into playbooks.
- Track milestones and risks with impeccable hygiene.
- Partner with our Product and Engineering teams to surface onboarding insights that improve UX and adoption.
Requirements
- 3+ years leading B2B customer onboarding/implementation or CS in fintech/regulated SaaS; hands-on with integrations.
- Comfortable with OAuth/SFTP/API keys, data imports, and workflow automation; tooling like ClickUp/Pylon/HubSpot (or equivalents).
- Familiarity with accounting/tax/payroll, GL, or HRIS ecosystems is a plus; CPA background earns extra points.
Benefits
- Health insurance
- Professional development opportunities
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