Customer Implementation & Success Specialist

The Role

As the Customer Implementation & Success Specialist, you will be the primary point of contact for customers post-sale, ensuring a seamless onboarding and implementation experience. You will coordinate across teams—working with customers, internal business leaders, and engineers to translate business needs into clear implementation steps.

This is a high-impact role where you will own end-to-end implementations, from onboarding to UAT and final deployment. Post-implementation, you will drive customer success efforts, ensuring customers fully adopt EasyBee AI’s solutions and continue to see value.

Additionally, you will collaborate cross-functionally to craft messaging that drives demand. Your efforts will include developing case studies and customer success stories, and fostering community engagement.

Responsibilities

Customer Onboarding & Implementation

• Act as the primary point of contact for new customers, ensuring a smooth onboarding experience.
• Develop a structured onboarding plan, setting expectations, milestones, and timelines for implementation.
• Lead kickoff calls to gather business requirements and align stakeholders on project scope.
• Work cross-functionally with engineering, product, and business teams to translate customer needs into implementation steps.
• Track progress in Notion and Slack, ensuring accountability and transparency for both internal teams and customers.

Customer Success & Adoption

• Own post-implementation customer engagement, ensuring smooth transitions from deployment to day-to-day use.
• Conduct regular check-ins, success reviews, and feedback sessions to ensure customers maximize the value of EasyBee AI.
• Serve as a trusted advisor, proactively identifying opportunities for upselling or feature expansion.
• Develop and maintain customer playbooks, FAQs, and knowledge bases to streamline the customer success process.

UAT (User Acceptance Testing) & Quality Assurance

• Coordinate and manage UAT sessions, both internally and with customers, to validate implementations.
• Work closely with the engineering team to prioritize and resolve customer-reported issues before full deployment.
• Ensure customer feedback is systematically documented and fed back into the product team for continuous improvement.

Continuous Improvement & Process Optimization

Build and refine standardized implementation frameworks that can be scaled as EasyBee AI grows.

Establish and track KPIs related to onboarding time, customer retention, and feature adoption.

Identify gaps in current processes and propose data-driven solutions to enhance efficiency.

Additionally, you will collaborate cross-functionally to craft messaging that drives demand. Your efforts will include developing case studies and customer success stories, and fostering community engagement.

Requirements

• Experience in Implementation & Customer Success – You have worked in B2B SaaS, AI, or enterprise software and have managed customer-facing implementations.
• Project Management Skills – You are organized, detail-oriented, and can juggle multiple customer projects while meeting deadlines.
• Strong Communication & Relationship Management – You can translate technical concepts for business users and vice versa.
• Cross-Functional Collaboration – You have experience working with both technical and non-technical teams, ensuring smooth communication between engineers and business stakeholders.
• Process-Driven Mindset – You are passionate about building scalable workflows and playbooks for onboarding and customer success.
• Familiarity with Notion, Slack, and CRM Tools – Bonus if you have experience using HubSpot, Salesforce, or customer engagement platforms.

Category

Technology

Locations

• Remote - LatAm
• Remote status

Fully Remote

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Customer Implementation & Success Specialist

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