Job details

Sales & Customer Success Executive

Get a free resume review

We’re looking for an Installer Success & Onboarding Executive to play a key role in welcoming new customers, ensuring smooth onboarding, and providing ongoing support. This role is perfect for someone who enjoys helping businesses get started with technology, handling day-to-day admin tasks, and supporting customer success efforts.

You’ll be responsible for guiding new installers through onboarding, assisting with setup, answering early-stage queries, and helping them get the most out of our platform. You’ll also support general admin tasks, work alongside the sales team for initial calls, and help ensure installers feel supported as they integrate our software into their operations.

What You’ll Do

Lead onboarding for new installers, ensuring they understand how to set up and use the platform effectively.
Host introductory calls with potential customers, walking them through our platform and answering initial questions.
Provide ongoing customer support, assisting installers with queries and troubleshooting basic issues.
Maintain and update customer records in CRM and onboarding tools.
Assist in gathering and organizing customer feedback, helping us improve the onboarding experience.
Support general admin and coordination tasks, such as scheduling follow-up calls, updating documentation, and preparing reports.
Work closely with the sales and product teams, ensuring a smooth handover from first contact to full adoption.
Help identify expansion opportunities, referring potential upsells or additional training needs to the relevant teams.

What We’re Looking For

1-2 years of experience in customer support, onboarding, admin, or a related role.
Friendly, proactive communicator who enjoys helping customers succeed.
Strong organizational and admin skills, with attention to detail.
Confidence in handling onboarding calls and customer queries.
Comfortable using CRM systems and other admin tools (or willing to learn).
Experience in a SaaS or technology-driven environment is a bonus but not required.
Interest in EV charging, renewable energy, or field service industries is a plus.

Why Join Us?

Drive impact – Shape how we scale operations and improve product efficiency.
Work with great teams – Collaborate with product, engineering, and customer success to build a world-class SaaS platform.
Flexible work environment – Remote-first or hybrid options available.
Competitive salary & benefits – Recognition for your contributions to a growing company.

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Sales & Customer Success Executive, Onroute

We're excited to announce an opening for the Sales & Customer Success Executive position at our innovative company! In this role, you'll be the friendly face that welcomes new customers, ensuring a smooth transition as they embark on their journey with our technology. If you have a passion for helping businesses succeed and enjoy tackling daily administrative tasks, then this role is perfect for you. As the Sales & Customer Success Executive, you'll lead the onboarding process for new installers, guiding them through setup and answering those all-important early-stage queries. You'll play a pivotal role in providing ongoing support, helping our customers make the most of our platform. Your knack for organization will shine as you maintain and update customer records in our CRM and onboarding tools. Not only will you assist with gathering customer feedback to enhance their onboarding experience, but you'll also collaborate closely with the sales and product teams to ensure a seamless transition from initial contact to full adoption. With a friendly demeanor and the ability to handle onboarding calls with confidence, you'll create a supportive environment as our installers integrate our software into their operations. Plus, if you're intrigued by the EV charging, renewable energy, or field service industries, that's a bonus! Join us and help shape the future while enjoying a flexible work environment and competitive benefits. We can’t wait to see the impact you’ll make as our Sales & Customer Success Executive!

Frequently Asked Questions (FAQs) for Sales & Customer Success Executive Role at Onroute

What are the primary responsibilities of a Sales & Customer Success Executive?

As a Sales & Customer Success Executive, your main responsibilities include leading the onboarding of new installers, hosting introductory calls to walk them through our platform, providing ongoing support for queries, maintaining customer records in the CRM, and collaborating with sales and product teams to ensure a smooth transition for our customers.