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K2V2

Customer Success: OB

Location unstated

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hirly's read of this role

Role family
Customer support
Seniority
Mid level
Work mode
On-site / unstated
First seen by hirly
23 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

What will you do

1. Own and manage the entire onboarding lifecycle for new customers— from kickoff to go-live.

2. Understand client requirements and business workflows to ensure optimal CRM configuration.

3. Deliver customized product walkthroughs and training sessions to client teams.

4. Coordinate with internal teams (Sales, Product, Support) to ensure a seamless transition from deal closure to onboarding.

5. Proactively identify risks or blockers and resolve them in a timely and professional manner.

6. Track onboarding progress using project plans, timelines, and client communication touchpoints.

7. Gather early feedback and relay insights to internal stakeholders for continuous improvement.

What you should bring to the table

1. 2–5 years of experience in Customer Success, Onboarding,

2. Implementation, or Account Management—preferably in a SaaS or CRM environment.

3. Strong understanding of customer onboarding best practices and client relationship management.

4. Excellent communication, presentation, and project coordination skills.

5. Ability to manage multiple clients simultaneously in a fast-paced environment.

6. Experience in the real estate or PropTech sector is a plus.

Original posting on K2V2's site ↗

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Customer Success: OB – K2V2 | hirly.me