Boardwise

Act as the first point of contact for customer inquiries, analyzing and resolving support tickets regarding software configuration. Responsible for documenting issues and escalating complex technical problems to Level 2 support or the Product team.

Create and maintain video tutorials, help center articles, and product guides using AI tools. Support customer onboarding by configuring demo environments and optimizing internal CSM processes.

Manage strategic enterprise customers through onboarding, adoption, and retention to ensure long-term value. Act as a trusted advisor to board offices and senior stakeholders while improving internal CS processes and playbooks.

Support the Technical Success Manager in daily operations, including the administration of project time tracking and ticket systems. Coordinate internal lists, databases, and documentation while assisting with appointment organization.

The Sales Development Representative will identify target companies and decision-makers to conduct proactive outbound campaigns via phone, email, and LinkedIn. They are responsible for generating qualified leads, scheduling appointments for Account Executives, and maintaining accurate CRM data in HubSpot.

The role involves managing the entire post-sales lifecycle, including onboarding, adoption, retention, and expansion, while continuously improving Customer Success processes and tooling. The individual will act as the primary contact for key accounts, monitor customer health, and collaborate cross-functionally to drive product improvements.