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Remote Technical Onboarding CSM
- Insight Global (New York, NY)
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Job Description
You’ll own the technical onboarding journey of new merchants: discovery, configuration, integrations (HTML/CSS, APIs, webhooks), theme work, QA, launch, and hand-off to CS. You’ll enable scale while maintaining quality.
What you’ll deliver
• Lead technical onboarding of new merchants: kickoff, discovery, integration planning, implementation, QA, launch, and success hand-off.
• Setup and configure loyalty/referral programs: points/tiers, rewards, storefront UI (floating widget, dashboard), POS/in-store and online experience.
• Implement integrations across the stack: Shopify POS, Shopify Flow, APIs/webhooks, email/SMS/CRM data.
• Manage multiple onboardings in parallel, maintain timelines, surface risks, communicate status to internal/external stakeholders.
• Serve as internal champion for onboarding best practices: document playbooks, escalate tooling gaps, work with Product/Engineering to improve developer toolkit.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
• 3–6+ years in a technically oriented customer-facing role (Onboarding Engineer, Solutions Architect, Technical CSM) — ideally in SaaS/e-commerce.
• Strong hands-on web skills: HTML/CSS, browser dev tools, JSON/webhooks/REST APIs — comfortable reading and debugging.
• Experience building Slack workflows/apps is a plus (given the high Slack-channel volume).
• Excellent project management and communication: you can translate technical requirements into plans, run multiple projects, and engage with non-technical stakeholders.
• Comfortable in an early-stage environment — you will build process while executing.
• Willingness to roll up your sleeves and jump into merchant-facing calls. • Experience building Slack workflows/apps is a plus (given the high Slack-channel volume).
• Experience working within the Shopify stack (themes, POS, Flow) or similar e-commerce environment.
• Familiarity with tools like Klaviyo, Postscript, or other loyalty/email/SMS stacks is beneficial — especially understanding how loyalty data integrates.
• Experience with subscription integrations (e.g., Recharge) is a plus.
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