Customer Success & Onboarding Specialist

Managua, Managua, Nicaragua
Full Time
Experienced

🚀 We’re Hiring! Customer Success & Onboarding Specialist

Excello is partnering with one of our clients in the pool construction technology industry to find a Customer Success & Onboarding Specialist. This is an exciting opportunity to work with an innovative CRM platform that is transforming how construction companies manage projects, proposals, and workflows.

💡 What You’ll Do

  • Lead customer onboarding calls and help configure workflows, pricing groups, proposals, and integrations (Google Calendar, Outlook/Gmail, QuickBooks).

  • Deliver hands-on training to ensure customers adopt best practices from day one.

  • Track onboarding progress to achieve 90%+ completion rates.

  • Build long-term customer relationships through ROI-focused reviews, workflow optimization, and proactive support.

  • Monitor customer usage and health metrics to drive adoption and prevent churn.

  • Partner with Sales to support renewals and upsell opportunities.

🎯 What We’re Looking For

  • 2–4 years in Customer Success, Account Management, or Technical Training.

  • Strong technical aptitude with CRM systems and integrations.

  • Excellent communication and project management skills.

  • A problem-solver who thrives on helping customers succeed.

✨ Bonus Points if you bring experience in construction/field services, SaaS environments, QuickBooks, Google Workspace, or CRM platforms (Salesforce, HubSpot).

👉 If you’re passionate about customer success and excited to help companies leverage technology for growth, we’d love to hear from you!

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