Success Specialist

We are looking for a Success Specialist to support provider onboarding, customer success, and operational activities. This hybrid role combines customer support, provider relations, light sales outreach, and administrative coordination to ensure providers have a smooth experience from registration through activation and ongoing engagement on the platform.

Key Responsibilities

• Contact new provider signups via phone, text, and email.
• Guide providers through onboarding, activation, and account setup.
• Follow up on incomplete registrations, missing documents, and pending requirements.
• Schedule onboarding calls and assist providers throughout the activation process.
• Handle inbound customer support inquiries via phone, email, and text.
• Coordinate communication between providers and homeowners and assist with issue resolution.
• Maintain accurate CRM records, activity notes, and pipeline updates. ...