Customer Support Representative II at Fieldguide managing customer onboarding and support processes. Delivering technical assistance and promoting effective use of the Fieldguide platform in a hybrid work environment.
Responsibilities
Provide advanced technical support via email, phone, or chat, resolving complex issues related to product functionality, configuration, integrations, and user workflows.
Deliver a high-quality support experience, ensuring customer inquiries are answered quickly and accurately.
Assist with configuration tasks, such as template setup, data imports, workflow optimization, and other technical elements that enhance customers’ use of Fieldguide.
Identify and mitigate risks early, escalating issues when necessary and proactively driving solutions that protect customer value.
Support beta or pilot features, helping customers adopt new functionality and communicating insights back to internal teams.
Contribute to internal and external documentation, including knowledge base content, troubleshooting guides, onboarding materials, and best-practice resources.
Track and document customer progress during onboarding and beyond, contributing to case studies, usage insights, and value realization metrics.
Recommend improvements to support workflows, onboarding playbooks, and customer experience programs based on firsthand insights.
Lead onboarding activities for new customers, guiding them through Fieldguide’s Accelerator program and ensuring efficient, effective setup.
Develop tailored adoption plans based on customer goals, and conduct regular check-ins to track progress and adjust onboarding strategies as needed.
Enable customer champions by coaching teams on best practices, advanced functionality, and scalable workflows.
Requirements
3+ years of customer facing experience in SaaS support, onboarding, implementation, or consulting roles, with a track record of handling complex issues independently.
Strong technical aptitude, with demonstrated ability to troubleshoot product behavior, guide customers through complex configurations, and communicate technical concepts clearly.
Excellent communication skills, including the ability to maintain executive presence and build trust across varied customer roles.
Highly self-motivated and autonomous, capable of managing priorities and driving customer outcomes while working independently for most of the day.
Strong project management abilities, managing multiple customers and requests independently while maintaining a high bar for quality.
Customer-first mindset, ensuring that every interaction drives value, clarity, and confidence for the customer.
Bias toward action and comfort working autonomously in a high-growth startup environment.
Nice to have: Familiarity with Microsoft Office merge tags or similar document automation tools; experience in financial audit or assurance is a plus but not required.
Benefits
Competitive compensation packages with meaningful ownership
Flexible PTO
401k
Wellness benefits, including a bundle of free therapy sessions
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