Sales & Customer Success Executive

We’re looking for an Installer Success & Onboarding Executive to play a key role in welcoming new customers, ensuring smooth onboarding, and providing ongoing support. This role is perfect for someone who enjoys helping businesses get started with technology, handling day-to-day admin tasks, and supporting customer success efforts.

You’ll be responsible for guiding new installers through onboarding, assisting with setup, answering early-stage queries, and helping them get the most out of our platform. You’ll also support general admin tasks, work alongside the sales team for initial calls, and help ensure installers feel supported as they integrate our software into their operations.

What You’ll Do

• Lead onboarding for new installers, ensuring they understand how to set up and use the platform effectively.
• Host introductory calls with potential customers, walking them through our platform and answering initial questions.
• Provide ongoing customer support, assisting installers with queries and troubleshooting basic issues.
• Maintain and update customer records in CRM and onboarding tools.
• Assist in gathering and organizing customer feedback, helping us improve the onboarding experience.
• Support general admin and coordination tasks, such as scheduling follow-up calls, updating documentation, and preparing reports.
• Work closely with the sales and product teams, ensuring a smooth handover from first contact to full adoption.
• Help identify expansion opportunities, referring potential upsells or additional training needs to the relevant teams.

What We’re Looking For

• 1-2 years of experience in customer support, onboarding, admin, or a related role.
• Friendly, proactive communicator who enjoys helping customers succeed.
• Strong organizational and admin skills, with attention to detail.
• Confidence in handling onboarding calls and customer queries.
• Comfortable using CRM systems and other admin tools (or willing to learn).
• Experience in a SaaS or technology-driven environment is a bonus but not required.
• Interest in EV charging, renewable energy, or field service industries is a plus.

Why Join Us?

• Drive impact – Shape how we scale operations and improve product efficiency.
• Work with great teams – Collaborate with product, engineering, and customer success to build a world-class SaaS platform.
• Flexible work environment – Remote-first or hybrid options available.
• Competitive salary & benefits – Recognition for your contributions to a growing company.