- Company Name
- Infosoft, Inc.
- Job Title
- Customer Success Specialist (SaaS & E-commerce)
- Job Description
-
Job Title: Customer Success Specialist (SaaS & E-commerce)
Role Summary:
Act as the primary digital concierge for new and existing customers, driving successful adoption of a customer portal and e‑commerce parts‑ordering platform. Provide real‑time troubleshooting, live demos, onboarding support, and gather user feedback to improve the digital experience.
Expectations:
- Proactively engage customers to complete registration and onboarding.
- Resolve technical issues, conduct demos, and maintain onboarding metrics.
- Collaborate with product, engineering, and support teams to eliminate recurring problems.
Key Responsibilities:
- Reach out to customers with incomplete registrations via phone, email, and video calls.
- Troubleshoot login, registration, browser, SSO, MFA, and permission issues.
- Conduct 1:1 and small‑group live demos of the portal and e‑commerce platform.
- Guide customers through account setup, configuration, and first part ordering.
- Create and maintain lightweight self‑help resources (videos, FAQs, guides).
- Document common obstacles, capture feedback, and report metrics (registration completion rate, time‑to‑first‑order, demo‑to‑activation rate, OSAT).
- Serve as the customer voice during platform syncs and cross‑functional meetings.
- Manage 20–30 customer interactions daily while ensuring quality and compliance.
Required Skills:
- 2+ years in customer success, technical support, onboarding, or sales engineering (SaaS/e‑commerce preferred).
- Experience with APIs and identity/access management (roles, permissions, workflows).
- Strong troubleshooting skills for web applications (cookies, cache, SSO, MFA).
- Ability to review logs, reproduce issues, and document findings for technical and non‑technical audiences.
- Excellent written and verbal communication; ability to explain technical concepts clearly.
- Comfortable delivering live product demos and training over video conferencing tools.
- Organizational skills, attention to detail, and stakeholder management.
Required Education & Certifications:
- Bachelor’s degree in Business, Information Technology, or related field, or equivalent professional experience.