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On-demand learningLive and recorded training sessionsWebinars and workshopsKnowledge base content and documentation◦ Ensure customers can quickly gain product proficiency and realize value across the product suite.Digital Customer Success Programs◦ Define and implement a digital customer success strategy to support onboarding, adoption, engagement, and retention at scale. ◦ Build digital lifecycle programs that guide customers through key milestones in the customer journey.◦ Design scalable touchpoints including:Automated campaignsIn-app messaging and guidanceDigital check-ins and product updates◦ Monitor engagement metrics and continuously optimize programs to improve customer outcomes.Product Adoption & Customer Value◦ Partner with Product and Customer Success teams to translate product capabilities into adoption programs and educational content. ◦ Drive awareness and usage of new features through targeted digital campaigns and training initiatives. ◦ Develop resources that help customers expand their use of the platform and achieve business outcomes.Product Subject Matter Experts◦ Manage a team of product-focused CSMs or subject matter experts who support adoption and customer success across key products.◦ Ensure SMEs contribute to:Customer education contentAdoption programsInternal knowledge sharingSupport for complex product use cases◦ Partner with Product teams to ensure new releases are supported by clear customer guidance and enablement.Digital Campaigns & Cross-Functional Collaboration◦ Collaborate with Marketing to develop targeted digital campaigns that drive product engagement and customer success outcomes. ◦ Work with Customer Success leadership to align digital programs with broader CS strategies. ◦ Partner with Sales and Product teams to ensure consistent messaging and enablement throughout the customer lifecycle.Customer Retention & Growth◦ Develop scalable programs designed to improve retention and expansion within SMB and scaled customer segments. ◦ Identify adoption gaps or churn risk signals and implement proactive digital interventions. ◦ Use customer data and product insights to inform education and engagement strategies. Qualifications5+ years of experience in Customer Success, Customer Education, Digital Customer Success, or Customer Experience rolesExperience developing customer training or education programsExperience building or managing digital customer engagement programsStrong collaboration experience working with Marketing, Product, and Customer Success teamsData-driven approach to measuring customer engagement and adoptionExperience managing customer enablement teams or product specialistsBackground in B2B SaaS or technology platformsExperience supporting SMB or scaled customer segmentFamiliarity with customer success, learning management, or product adoption platformsSuccess Metrics
Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experienceASPAA Qualified 401(k) Administrator (QKA) preferred