SaaS Customer Onboarding & CRM Support Consultant

Support new customers with SaaS/CRM onboarding, account setup, basic configuration, user support, and issue resolution. Ensure customers are successfully set up, understand the platform, and are ready for ongoing use.

Responsibilities

• Guide new customers through account setup, user activation, and onboarding.
• Assist with CRM configuration, workflows, automations, permissions, and integrations.
• Answer new-user questions and resolve standard setup and technical issues.
• Support basic data imports, exports, and account configuration.
• Conduct onboarding, readiness, and user-support sessions.
• Track customer progress, issues, and follow-up actions.
• Maintain clear documentation and complete handoffs to Customer Success.
• Follow established onboarding processes and support continuous improvement.

• 2+ years of experience in SaaS onboarding, CRM support, implementation, technical support, or customer enablement.
• Experience with a CRM such as Follow Up Boss, Salesforce, HubSpot, Zoho, or similar.
• Basic understanding of CRM workflows, automations, users, permissions, lead routing, and integrations.
• Strong customer-facing communication and troubleshooting skills.
• Good organization, attention to detail, and follow-through.
• Ability to manage multiple customer engagements in a fast-paced environment.

Desired Skills

• Experience with customer onboarding or new-account implementation.
• Follow Up Boss or real-estate technology experience.
• Exposure to data imports/exports, APIs, or third-party integrations.
• Experience training CRM users or administrators.
• Gainsight or other Customer Success platform experience.
• Experience working with SOPs, playbooks, and remote teams.