About the role

  • Client Success & Content Lead at Workia responsible for onboarding clients and creating help content. Support marketing efforts through social media and collaboration with sales team.

Responsibilities

  • Guide new clients through onboarding, ensuring they’re up and running smoothly.
  • Act as a trusted partner to users, answering adoption questions and offering solutions.
  • Identify recurring client queries to improve onboarding flows, help content, and training materials.
  • Champion the voice of the client internally to help shape product and support improvements.
  • Oversee the creation of help articles, training videos, and support content.
  • Keep guides and documentation up-to-date and intuitive for all types of users.
  • Coordinate with product and design teams to ensure help materials match new features.
  • Working with Product Marketing, create and manage social media content that showcases new features, client success stories, and thought leadership.
  • Write and design promotional materials and guides to support product adoption.
  • Collaborate with sales on materials for prospective clients.
  • Engage with the sales team to gather product feedback and insights from prospects.
  • Provide training and support to the sales team on new features and client use cases.
  • Assist in answering sales questions about features, capabilities, and adoption.
  • Pitch in on support queries when needed.
  • Support the creation of case studies, decks, and client-facing collateral.
  • Continuously look for ways to improve the overall client experience.

Requirements

  • Experience in SaaS client success, onboarding, or support roles.
  • A strong writer with a knack for simplifying complex ideas.
  • Comfortable creating and editing content — from help docs to short-form video scripts.
  • Organized, proactive, and customer-obsessed — you genuinely care about user success.
  • Bonus: experience with tools like Intercom, Hubspot, Canva, Loom, or similar.

Job title

Client Success Lead

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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