Customer Success & Onboarding Specialist

About Yobi:

Yobi is revolutionizing business communication with voice-first AI agents that handle customer interactions seamlessly. Whether by voice or text, across any channel, our AI solutions help businesses scale and optimize their customer engagement.

Role Overview:

Weʼre looking for a Customer Success & Onboarding Specialist to play a crucial role in helping businesses understand, adopt, and thrive with Yobi. This is an entry-level, inperson position with fixed hours that requires your presence at our office during scheduled times.

This position is a blend of product education, onboarding, customer support, and strategic problem-solving. Youʼll guide potential and new customers through product demos, help them get set up, and provide ongoing support to ensure they maximize the value of our AI solutions.

Weʼre seeking a tech-savvy, customer-centric professional who excels in communication, organization, and creative problem-solving. If you thrive in a hands-on,
collaborative environment, weʼd love to hear from you!

Key Responsibilities:
1. Product Demos & Consultative Sales

• Conduct interactive Zoom demos to showcase how Yobiʼs AI can meet business needs.
• Act as a trusted advisor, helping prospects understand how AI can improve their operations.
• Customize demos to address unique customer challenges and provide creative solutions.
• Manage follow-ups with potential customers, answering questions and guiding them toward adoption.
• Collaborate with the Marketing team to ensure messaging, campaigns, and outreach efforts attract the right audience and align with customer needs and pain points.

2. Onboarding & Implementation

• Set up customer accounts and ensure a seamless onboarding experience.
• Assist businesses in configuring their AI agents, workflows, and prompt engineering.
• Provide hands-on guidance to help customers go live quickly while ensuring they understand key features.
• Monitor account activity and proactively reach out to support successful adoption.

3. Customer Success & Support

• Offer real-time customer support, answering questions and troubleshooting issues.
• Analyze customer AI performance, review call data, and suggest optimizations.
• Regularly engage with clients to promote feature adoption and workflow improvements.
• Collaborate with Product and Engineering teams, sharing user feedback to refine features and improve the onboarding process.

4. Organization & Workflow Management

• Maintain a structured workflow to balance demos, onboarding, follow-ups, and customer support.
• Track customer engagement using CRM tools and internal systems.
• Monitor account performance, follow up on inactive users, and drive continued product adoption.
• Document customer interactions, feedback, and common challenges to improve processes.

Must Have:

• Experience with CRM tools, customer support platforms, or workflow automation.
• Ability to troubleshoot and explain technical concepts to non-technical users.
• Strong written and verbal communication skills.

Nice to Have:

• Experience in SaaS, AI, or tech-related customer success/support.
• Background in consultative sales, sales enablement, product training, or business consulting.

Skills & Competencies:

• Tech-Savvy Communicator – You understand AI-driven solutions and can explain them clearly.
• Problem Solver – You think creatively to tailor Yobiʼs features to different business needs.
• Highly Organized – You excel at juggling demos, follow-ups, onboarding, and support efficiently.
• Customer-Centric – You thrive on helping users succeed and making AI accessible.
• Self-Starter – You take initiative, track engagement, and proactively reach out to customers.
• Time Management – You can prioritize tasks and ensure timely follow-ups.

What We Offer:

• Collaborative team environment.
• Ongoing professional development and career growth in a cutting-edge technology company.
• The opportunity to shape the future of AI and SaaS solutions while working with a passionate, innovative team.