Job Details

Customer Success Manager Technical Onboarding

EverCommerce is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 690,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our company, culture, and values here:

ZyraTalk is an AI-powered communication platform that helps service-based businesses streamline customer interactions and deliver fast, reliable conversations through intelligent AI and automation. Our voice and chat platform is built to eliminate missed opportunities and unlock revenue for companies in the home services space and beyond.

As a Customer Success Manager Technical Onboarding, you will play a critical role in ensuring new customers experience a smooth, efficient, and successful launch with ZyraTalk. This position blends customer-facing communication with hands-on technical work, including AI testing, prompt refinement, and integration setup.

You'll be responsible for guiding clients through the onboarding process, configuring their AI systems, verifying accuracy, and ensuring they are fully set up to go live as quickly as possible without sacrificing quality or performance. This is a role that requires quick and efficient communication with customers.

What You'll Do:

• Serve as one of the primary points of contact for new customers during onboarding, delivering a consultative and polished client experience.
• Conduct AI testing, prompt refinement, and model behavior validation to ensure high accuracy and strong performance before go-live.
• Configure customer accounts, integrations, and workflows across the ZyraTalk platform. Experience with platforms like ServiceTitan, Housecall Pro, Service Fusion, and other FSMs is a major bonus.
• Collaborate closely with Product, Engineering, and Customer Success teams to solve onboarding challenges and ensure a smooth technical setup.
• Communicate clearly with clients regarding onboarding progress, configuration decisions, and technical work completed.
• Troubleshoot issues, escalate when needed, and guide customers on best practices that maximize early adoption.
• Maintain detailed documentation in the CRM to track onboarding stages, timelines, and deliverables.
• Drive each account toward a fast, successful, and confident go-live while ensuring quality and accuracy at every step.

What You Bring:

• Minimum of 1-3 years of experience in technical onboarding, implementation, customer success, or a similar role in SaaS.
• Strong technical aptitude and comfortable with integrations, data mapping, prompt tuning, and product configuration.
• Excellent communication skills and confidence in client-facing conversations.
• A methodical approach to testing, quality assurance, and problem-solving.
• Ability to manage multiple onboarding workflows simultaneously without sacrificing accuracy.
• Experience with AI-driven products, customer communication platforms, or home-services software is a strong plus.
• Familiarity with CRM systems for tracking.
• Bonus: 1-3 years of experience in the home service industry.

Why ZyraTalk:

• Join a fast-growing AI company shaping the future of customer communication.
• Work on cutting-edge AI onboarding, model testing, and real-world prompt engineering.
• Collaborative, supportive team culture with opportunities for growth.
• Competitive salary, benefits, and flexible remote work.

Where:

The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States if you're close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position.

Benefits and Perks:

• Flexibility to work where/how you want within your country of employment in-office, remote, or hybrid
• Continued investment in your professional development
• Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
• 401k with up to a 4% match and immediate vesting
• Flexible and generous (FTO) time-off
• Employee Stock Purchase Program

Compensation:

The target base compensation for this position is $70,000 - $80,000 USD per year in most locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!