Start Date
Dec 3, 2025
42 days ago
Department
Customer Success
Progress
12/12 tasks
Overdue
0 tasks
Onboarding Tasks
Track and complete onboarding tasks
Paperwork
Complete I-9 and W-4
Submit employment eligibility and tax documents
Completed Dec 6, 2025 by jennifer.okonkwo@horizonlabs.com
Sign Employment Agreements
Complete all required HR documentation
Completed Dec 15, 2025 by amara.okafor@horizonlabs.com
Benefits Enrollment
Select benefits package
Completed Dec 8, 2025 by amara.okafor@horizonlabs.com
Equipment
Order Laptop and Headset
Provision equipment for customer calls
Completed Dec 9, 2025 by alex.petrov@horizonlabs.com
Training
Escalation Procedures
Review support escalation and crisis management
Completed Dec 13, 2025 by amara.okafor@horizonlabs.com
Customer Health Metrics Training
Learn health score methodology and playbooks
Completed Dec 9, 2025 by amara.okafor@horizonlabs.com
Product Certification
Complete comprehensive product training
Completed Dec 11, 2025 by amara.okafor@horizonlabs.com
Account Assignment
Receive initial customer portfolio
Completed Dec 13, 2025 by sophia.anderson@horizonlabs.com
Shadow Customer Calls
Observe QBRs and onboarding calls
Completed Dec 5, 2025 by amara.okafor@horizonlabs.com
Access
Gainsight Access
Configure customer success platform access
Completed Dec 16, 2025 by alex.petrov@horizonlabs.com
Zendesk Agent Access
Set up support ticketing system access
Completed Dec 14, 2025 by alex.petrov@horizonlabs.com
Salesforce View Access
Grant read access to customer CRM records
Completed Dec 14, 2025 by michael.rodriguez@horizonlabs.com