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Podium

Unified messaging and payments platform

AI Onboarding Specialist

Customer SuccessUpdated on Nov 10
Full-timeLehi, UT, USANo salary listed

About the Job

Requirements

  • One to two years of experience in a customer onboarding or implementation role; SaaS experience is a plus.
  • Working knowledge of AI technologies, such as large language models, voice AI, and automation platforms, with hands-on experience applying them in real-world contexts.
  • A bachelor's degree in business or a similar field.
  • Experience communicating directly with clients.
  • A proven track record of managing multiple concurrent projects with varying complexity levels.
  • Prior experience navigating complex customer environments.
  • Ability to sort through large volumes of data and drive insights and results.
  • Interest in further understanding and working with AI agents.

Responsibilities

  • Serve as the primary contact during the first 30 days of the new customer experience.
  • Act as a Podium product expert.
  • Manage potential escalations within the first 30 days.
  • Coordinate all account connections, including product and integration-related connections.
  • Ensure product adoption through various outreach methods and health scoring of accounts.
  • Implement and configure AI agents.
  • Ensure effective hand-off to customer success managers after the onboarding period.
  • Conduct full-team trainings covering best practices for all locations in every account.
  • Coordinate and respond to client issues.
  • Build new processes and work with different departments to create a smooth implementation experience.

Desired Qualifications

  • Experience with Gainsight and Salesforce.

About the Company

Podium

Unified messaging and payments platform

Podium helps local businesses communicate with customers and grow their business by providing a multi-channel platform that combines reviews, text messaging, and payment processing into one inbox. How it works: businesses connect their channels (online reviews, texts, payments) to Podium, then use the inbox to respond to customers, manage leads, engage via text conversations, and process transactions. The product is offered on a subscription basis with tiered plans for different sizes of small and medium-sized businesses. Podium differentiates itself by focusing specifically on local SMBs across industries (retail, automotive, healthcare) and offering an integrated solution for reputation management, customer engagement, and payments in one place, instead of relying on separate tools. The company’s goal is to help local businesses compete effectively in a digital-first world by improving communication, streamlining operations, and enhancing online presence.

Company size
1,001-5,000
Company stage
Series D
Total funding
$418.6M
Headquarters
Lehi, UT
Founded
2014

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