Technical Implementation Specialist

About the role

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.

Responsibilities

• 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

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.