About the role / About the team

We put the customer at the center of everything we do, and everyone who works at Drift has a part in driving customer success. The goal of Professional Services is to ensure our customers launch Drift successfully, adopt it into their organization, and achieve the results and value they want in partnership with the Customer Success team. We are currently looking to grow our Onboarding team to ensure customers are set up to realize the full potential of their Drift investment.

What you’ll be doing on the team:

  • Contribute to developing and deploying onboarding process and content changes to the Customer team.
  • Influence internal behavior cross-functionally to get buy-in for onboarding initiatives.
  • Serve as a mentor and coach for Onboarding Specialists.
  • Support the onboarding of new Drift customers to deploy their Conversational Marketing strategy including configuration, training, go-live support, and optimization.
  • Partner closely with our Customer Success Managers and Account Managers to solidify and execute client deployment strategy based on customer goals and KPIs.
  • Lead client onboarding tasks including configuration and training, based on Conversational Marketing best practices.
  • Develop a solid understanding of your customer’s marketing and sales tech stack, including the information that flows through it to be pushed into and pulled out of Drift to drive accurate attribution.
  • Monitor new client performance and address any open issues to ensure timely resolution and great customer experience.
  • Work closely with the product and engineering team to influence new product features and functionality based on customer feedback.

In one month you’ll

  • Attend comprehensive organization training and learn the Drift story, our leadership principles, how we communicate and do work, as well as our goals for the future.
  • Experience in-depth product training, including learning how to use the product for your own business.
  • Gain a detailed understanding of the customer lifecycle, with emphasis on post-sale onboarding and success processes.
  • Have 1:1 meetings with your direct manager and meet with other key players on the customer team.
  • Shadow colleagues and learn best practices for what make Drift Customers successful.
  • Deliver customer onboarding calls.
  • Begin to be fully responsible for your very own portfolio of customers and for running calls independently!

By month 3 you’ll 

  • Continue to master your knowledge of Drift product, have a deep understanding of Conversational Marketing, and become a bot-building expert.
  • Fully understand our internal ecosystem and be able to collaborate cross-functionally to provide the best in class sales process.
  • Work with your customers daily, delivering value and helping them achieve their goals.
  • Should be meeting your Customer Onboarding targets and KPIs

By month 6 you’ll 

  • Drive customers successfully through onboarding in a fast paced environment.
  • Master conversational sales and marketing practices.
  • Consistently meet or exceed your onboarding and professional services goals.
  • Support complex onboarding engagements for our largest customers.
  • Work with your manager to identify a plan for continued growth.
  • Bring your thinking, strategy, and ideas to the team to advance our creative culture and vision for the future.
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