Customer Experience Lead
1 week ago
Job Description: Customer Success Lead (Final Mile Industry)
Position Overview
We are seeking a highly organized and proactive
Customer Success Lead
to manage the end-to-end onboarding of new shippers in the courier (final mile) industry. This role is critical in ensuring a seamless transition for new customers, from contract signing through operational launch and post-implementation review. The Onboarding Lead will act as the primary point of contact, coordinating across internal teams—including Operations, Sales, IT, and Customer Service—to deliver a smooth and efficient onboarding experience.
Key Responsibilities
Customer Onboarding Management
- Lead and manage the onboarding process for new shippers, ensuring a structured, efficient, and positive experience.
- Develop and maintain onboarding project plans, timelines, and milestones.
- Act as the central liaison between customers and internal stakeholders to ensure all onboarding requirements are met.
Project Management & Workflow Design
- Create process documentation, workflows, and visual charts using
MS Visio
. - Build and manage onboarding project schedules using
MS Project
or equivalent tools. - Design and implement automated workflows using
MS Power Automate
to improve onboarding efficiency and consistency.
Cross-Functional Coordination
- Collaborate with Operations, Sales, IT, and Customer Service teams to ensure all aspects of onboarding (systems integration, operational setup, service-level alignment) are completed successfully.
- Proactively identify potential risks or bottlenecks in the onboarding process and escalate solutions.
Post-Onboarding Performance Reviews
- Facilitate
30-, 60-, and 90-day post-launch performance reviews
with customers and internal teams. - Track KPIs, SLAs, and customer satisfaction metrics during the stabilization period.
- Provide insights and recommend process improvements to strengthen customer relationships and service performance.
Qualifications & Skills
- Bachelor's degree in Business, Operations, Supply Chain, or related field (or equivalent experience).
- 2-3 years of project management or onboarding experience
, ideally within logistics, courier, or final mile delivery. - PMP and/or Agile certification
required. - Strong knowledge of project management methodologies and tools.
- Proficiency in
MS Visio
,
MS Project (or equivalent scheduling tools)
, and
MS Power Automate
. - Exceptional organizational, problem-solving, and multitasking skills.
- Strong communication and stakeholder management abilities.
- Customer-centric mindset with a focus on delivering excellent service.
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