Start Date
Jan 26, 2026
In 12 days
Department
Customer Success
Progress
0/12 tasks
Overdue
0 tasks
Onboarding Tasks
Track and complete onboarding tasks
Paperwork
Complete I-9 and W-4
Submit employment eligibility and tax documents
Sign Employment Agreements
Complete all required HR documentation
Benefits Enrollment
Select benefits package
Equipment
Order Laptop and Headset
Provision equipment for customer calls
Training
Escalation Procedures
Review support escalation and crisis management
Customer Health Metrics Training
Learn health score methodology and playbooks
Product Certification
Complete comprehensive product training
Account Assignment
Receive initial customer portfolio
Shadow Customer Calls
Observe QBRs and onboarding calls
Access
Gainsight Access
Configure customer success platform access
Zendesk Agent Access
Set up support ticketing system access
Salesforce View Access
Grant read access to customer CRM records