The Role
Manage new-client onboarding as a project manager, drive feature adoption, coordinate stakeholders, provide training and support, and guide technical integrations across CRM, communication, security, and API platforms. Gather client feedback for Product Management, set implementation expectations, and help customers realize value quickly.
Summary Generated by Built In
Clozd is the leader in Decision Intelligence, helping companies uncover the truth by capturing direct feedback throughout the customer journey.
We believe most revenue organizations are operating without the full picture. CRM and call data only tell part of the story. Clozd delivers the missing truth layer, giving executives the insights they need to improve win rates, retention, and growth.
We need team members who can tackle ambiguity, solve complex problems, and delight customers. We hire dynamic employees who take initiative, find ways to simplify and scale, possess strong interpersonal and communication skills, value humility and learning, crave a fast-paced startup environment, and never compromise their integrity.
The Technical Implementation Specialist at Clozd is a key role combining new client onboarding, technical integrations, and strategic client engagement to ensure Clozd customers are set up for success.
What you will be doing:
- Act as a project manager to oversee the onboarding process for all new clients.
- Engage weekly with clients at the beginning of their contract to drive successful adoption of features by offering training and support resources.
- Multi-thread in the organization to ensure all necessary stakeholders are involved to move the program forward.
- Instill urgency in our clients so that they are onboarded in a timely manner and can quickly realize value from Clozd.
- Meet with clients still in the sales process to set proper expectations about onboarding and implementation.
- Guide clients through technical onboarding including setting up integrations such as Salesforce, HubSpot, Dynamics, Teams, Slack, Gong, DKIM, SSO, Crayon, MCP, and API connections.
- Advocate with the Product Management team for feature requests based on client input and feedback.
Client Engagement & Feature Adoption
Technical Implementations & Integrations
Product Strategy & Client Feedback
Qualifications:
- 1+ year(s) of experience in technical solutions, implementations, support, or related roles within a B2B SaaS environment.
- Strong communication skills, with the ability to clearly explain complex technical topics.
- Ability or eagerness to quickly master new technical tools and concepts.
- Practical experience with CRM platforms (Salesforce preferred) and integrations.
- Confidence presenting to an executive audience.
- Strategic and proactive mindset for improving processes and enhancing client satisfaction.
Benefits:
- Competitive compensation (i.e. salary, bonus, 401k, and equity)
- Majority of medical, dental, disability, life, and other insurance paid
- Unlimited PTO with a boss that encourages taking time off and using PTO to recharge
- 10 paid holidays and company shutdown between Christmas and New Years
- Weekly catered lunches, stocked kitchens, quarterly company/department activities, maternity/paternity leave, EAP program, etc.
Clozd is an Equal Opportunity Employer. Clozd does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Clozd participates in E-Verify.
All Clozd employees are required to successfully pass a background check upon being hired.
Skills Required
- 1+ year of experience in technical solutions, implementations, support, or related roles within a B2B SaaS environment
- Strong communication skills and ability to explain complex technical topics clearly
- Ability or eagerness to quickly master new technical tools and concepts
- Practical experience with CRM platforms and integrations, preferably Salesforce
- Confidence presenting to an executive audience
- Strategic and proactive mindset for improving processes and enhancing client satisfaction
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The Company
What We Do
Clozd provides services and technology for win-loss analysis.
