ABOUT EMAILGISTICS

Emailgistics transforms how teams manage shared mailboxes in Microsoft Outlook. We provide smart tools that bring structure, accountability, and performance metrics to high-volume inboxes — helping organizations deliver faster, more consistent responses and better customer service.
We’re growing, and we’re looking for a Customer Success Associate who will play a key role in onboarding and guiding new customers through their Emailgistics journey, from trial to adoption.

EDUCATION

• Diploma or degree in Business Administration, Marketing, Communications, Information Technology, or a related discipline preferred

REQUIRED SKILLS

• Excellent verbal and written communication skills, with the ability to explain technical information simply and clearly
• Strong customer service and interpersonal skills — comfortable working directly with clients
• Solid organizational and project management abilities, with attention to detail and ability to handle multiple customers simultaneously
• Proficiency with Microsoft 365 (Outlook, Teams, SharePoint) and general comfort with SaaS technology platforms
• Experience conducting live or recorded training sessions
• Ability to work independently and collaboratively in a fast-paced, evolving environment
• Problem-solving mindset with the ability to adapt quickly and proactively address customer needs
• Basic understanding of email workflows, shared mailboxes, or help desk tools is a plus

ABOUT THE ROLE

As a Customer Success Associate, you’ll be the face of Emailgistics for new customers — leading the rollout process, coordinating onboarding, and delivering impactful training sessions. You’ll be their main point of contact throughout the trial experience, ensuring they understand the value of Emailgistics and are set up for long-term success.
You will be client-facing, comfortable engaging with customers and explaining technical concepts clearly and simply. A strong knack for technology and technical processes, especially within the Microsoft 365 ecosystem, will help you excel in this role.
In addition to managing trial rollouts, you’ll work alongside the Customer Success team to foster adoption, drive engagement, and support retention initiatives across our customer base.

KEY RESPONSIBILITIES

• Own the rollout process for new customers, acting as project manager for each implementation
• Guide customers through their free trial experience, ensuring clear setup, smooth onboarding, and strong early adoption
• Deliver engaging product training sessions tailored to different team types and workflows
• Act as the primary point of contact for new customers during onboarding and trial
• Clearly explain technical jargon and processes in easy-to-understand terms to non-technical users
• Coordinate internally with support and product teams to resolve customer needs quickly
• Support broader customer success initiatives, including adoption tracking, outreach, and retention programs
• Help develop and refine onboarding materials, training guides, and success playbooks