Customer Activation and Success Lead
Listed on 2026-07-06
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Customer Service/HelpDesk
Customer Success Mgr./ CSM, Client Relationship Manager
Why This Role Matters
At Rapsodo, we know that the early stages of the customer journey are critical to long‑term success. How customers are onboarded, set up, and supported in their first 30–60 days directly impacts whether they successfully adopt and continue using the product.
Customers who are properly onboarded, set up correctly, and supported early are significantly more likely to activate, adopt, and continue using the product.
This role exists to ensure that every customer has a smooth, structured, and successful start. By improving onboarding, installation readiness, and early customer experience, this role directly impacts activation, reduces early churn, and protects revenue. It also works closely with the Customer & Partner Enablement function to ensure that certification programs and training standards are effectively applied in real‑world onboarding and installation scenarios.
RolePurpose
We are looking for a Customer Activation & Success Lead to own the early customer journey from pre‑installation through initial onboarding and activation.
This role is responsible for ensuring customers are set up for success from day one—through clear coordination, expectation setting, structured onboarding, and early engagement.
This role does not own customer communication or lifecycle campaigns. Instead, it focuses on operational execution of onboarding and activation, ensuring customers successfully get up and running with Rapsodo products.
This is a hands‑on role with direct ownership of activation outcomes and meaningful influence across Customer Experience, Product, and Commercial teams.
Key Responsibilities 1. Pre‑Installation Coordination & ReadinessEnsure customers are prepared before product delivery and installation.
- Coordinate with customers, partners, and internal teams to align on installation timelines and requirements
- Define and manage install readiness checklists
- Set clear expectations with customers on setup, timelines, and requirements
- Ensure all dependencies are addressed before installation begins
Own the execution of the onboarding process and early customer journey.
- Ensure customers are successfully onboarded and able to use the product effectively
- Coordinate onboarding steps across teams (support, partners, product where needed)
- Identify and remove friction points in the onboarding experience
- Ensure consistency in onboarding across customers and segments
Drive early customer success and engagement post‑installation.
- Conduct structured activation check‑ins with customers
- Monitor early usage signals and identify at‑risk customers
- Intervene where needed to resolve issues and improve outcomes
- Ensure customers are progressing toward successful product usage
Ensure partners and installers are aligned and effective in delivering a strong customer experience.
- Work closely with VARs, installers, and partner networks to ensure consistent and high‑quality customer onboarding and setup experiences
- Identify gaps in partner readiness and surface them to Enablement
- Ensure field execution aligns with defined onboarding and activation standards
Create visibility into activation performance and challenges.
- Track activation progress, onboarding completion, and early customer success indicators
- Identify recurring issues in onboarding, installation, or early usage
- Provide structured feedback to Product, CX Operations, and Enablement teams
- Contribute to improving onboarding processes and customer experience
Continuously improve how activation is executed as the business grows.
- Standardize onboarding workflows and activation processes
- Identify opportunities to improve efficiency and consistency
- Partner with CX Operations to improve systems, tracking, and workflows
- Ensure the activation model scales with increasing customer volume
- 5–10+ years of experience in customer success, onboarding, operations, or related roles
- Experience managing onboarding or activation processes for complex or technical products
- Strong organizational and…
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