1-3 years in a client-facing SaaS Implementation, Onboarding, or Client Training role
Experience training or onboarding external clients or presenting software to end users
Clear, confident communication skills for explaining technical concepts
Strong organizational skills to manage multiple clients simultaneously
Eagerness to learn about the technical industry, particularly construction and trades
Comfortable working onsite in NYC full-time with occasional travel
Responsibilities
Support and lead client trainings, both virtual and in-person
Learn the industry by shadowing implementations and client interactions
Own day-to-day client communication through various channels
Build and maintain training content like tutorials and FAQs
Keep onboardings on track by managing tasks and timelines
Capture customer feedback and relay it to relevant teams
Grow into full implementations, taking ownership from Sales handoff to go-live
Benefits
Equity grant aligned with your background
Medical, dental, and vision benefits
Free lunches and dinners
Full Job Description
What You'll Do
Support and Lead Client Trainings: help deliver virtual and in-person trainings, then run sessions on your own as you ramp
Learn the Industry: shadow implementations, client calls, and onsite kickoffs to understand how our customers estimate, quote, and run their businesses
Own Day-to-Day Client Communication: answer inbound questions over email, live chat, video calls, and tickets with fast, accurate, helpful responses
Build Training Content: create and maintain tutorials, short videos, FAQs, and guides that make complex features easy to adopt for technical and non-technical users
Keep Onboardings on Track: manage tasks, follow-ups, and timelines in our CRM and ticketing tools, and flag adoption blockers early
Be the Voice of the Customer: capture feedback from trainings and calls and share it with Product, Engineering, and Sales
Grow Into Full Implementations: take ownership of onboardings from Sales handoff through go-live as your knowledge grows
What You Bring
1-3 years in a client-facing SaaS Implementation, Onboarding, or Client Training role
Experience training or onboarding external clients, or presenting software to end users
Clear, confident communication: you can explain technical concepts simply and stay calm when a client is frustrated
Strong organization and follow-through across several clients at once
Eagerness to learn a technical industry and real interest in construction and the trades
Comfort working onsite in NYC full-time, with occasional travel to client sites
Bonus
Exposure to construction, HVAC, MEP, or another technical/industrial industry
Experience creating training content (videos, docs, workshops)
Familiarity with HubSpot, Intercom, or similar CRM and support tools
What Success Looks Like
First 30 Days
Build foundational knowledge of the product, core workflows, and our customer segments (manufacturer reps, distributors, and mechanical, plumbing, and controls contractors)
Shadow client calls, trainings, and onboardings with the implementation team
Begin handling common client questions over chat and email
First 60 Days
Confidently demo core product features
Co-lead client trainings with the Director or Senior Implementation Manager
Contribute at least one new training asset (video, guide, or FAQ)
First 90 Days
Run client trainings independently
Lead smaller implementations end to end, from Sales handoff through go-live
Build toward owning full implementations and onsite kickoffs
Own day-to-day communication for a set of onboarding clients
Manage tasks and timelines for onboardings with support from senior team members
Compensation & Benefits
Competitive salary based on experience
Equity: meaningful grant, aligned with your background
Benefits: medical, dental, vision
Perks: free lunches and dinners
This is a full-time, onsite role in NYC's Flatiron District, steps from Madison Square Park and Union Square.
