Accountabilities:

Coordinate customer onboarding activities from initial handover through first value, following established playbooks, templates, and governance processes.

Prepare and maintain project plans, kickoff materials, action trackers, meeting notes, weekly updates, risk logs, and customer documentation.

Facilitate working-level customer meetings and follow-ups, ensuring responsibilities, dependencies, and deadlines remain clear.

Coordinate customer data, provider information, and workflow requirements with Product Operations and technical teams, escalating readiness or quality concerns when needed.

Translate customer objectives into practical use cases, learning plans, adoption milestones, and success measures.

Deliver or coordinate product training, enablement sessions, standard operating procedures, and point-of-need guidance.

Monitor platform usage, engagement, and completion of agreed activities, identifying adoption barriers and recommending appropriate interventions.

Support customers in integrating the platform into their logistics, finance, and operational workflows.

Maintain accurate account records, adoption metrics, customer health indicators, progress updates, and evidence of delivered value.

Analyze customer feedback, product usage, and operational information to identify risks, needs, and improvement opportunities.

Prepare adoption review and executive meeting materials covering progress, outcomes, risks, actions, and next steps.

Capture approved customer testimonials, success stories, proof points, and referenceability signals.

Identify adoption risks and contribute to recovery plans under the guidance of the Customer Adoption Manager or account owner.

Recognize potential expansion opportunities and route them to the appropriate commercial or account lead.

Gather structured customer feedback and communicate actionable insights to Product, Engineering, and operational teams.

Support feature validation, user acceptance activities, and post-release feedback.

Maintain adoption playbooks, templates, SOPs, and knowledge resources, contributing ideas to improve processes and automation.

Apply consistent documentation, data governance, and quality standards while continuously developing product and logistics domain knowledge.

Requirements

Approximately 2+ years of experience in B2B SaaS customer success, customer onboarding, software implementation, consulting, project coordination, product operations, or a related customer-facing role.

Strong organizational and follow-through skills, with the ability to manage multiple stakeholders, deadlines, activities, and documentation.

Excellent written and verbal communication skills, including confidence facilitating customer working sessions and coordinating follow-ups.

Ability to use data and customer evidence to monitor adoption progress, identify issues, and prepare clear, concise updates.

Customer-focused problem-solving skills, with sound judgment to resolve routine issues and escalate significant risks appropriately.

Good Excel skills and the ability to learn SaaS platforms, collaboration tools, and operational workflows.

Ability to collaborate across teams while maintaining accuracy and attention to detail in a fast-paced environment.

Desirable qualifications and experience

Experience in logistics, transportation, supply chain, freight audit, finance operations, or other complex enterprise processes.

Background in software training, product adoption, customer enablement, or change communications.

Exposure to product analytics, business intelligence tools, SQL, or structured data validation.

Familiarity with AI-enabled software and the ability to explain analytical outputs to users.

A relevant degree or professional certification in Business, Project Management, Supply Chain, Data, or a related discipline.

Benefits

Flexible and hybrid working opportunities.

An inclusive working environment that supports different needs and lifestyles.

Opportunities to collaborate with colleagues across teams and build meaningful professional relationships.

How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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