Customer Success Builders are responsible for taking all the information that the Onboarding Specialist has gathered for an account and “build” the account in our software. This role is heavily weighted in back-end data entry and balancing requirements. Customers are only able to run payroll after this data is complete and meets specified qualifications.
Customer Success Onboarding creates life-long customers by delivering a delightful customer-obsessed experience, dramatically increasing active use and revenue growth. We employ an engaged and relational account ownership model to manage customers through the lifecycle of account acquisition, activation and adoption.