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Product Adoption
Develop and implement strategies to increase product usage and ensure full adoption by customers.
Monitor and analyze product adoption metrics such as feature usage, user engagement, retention, and Time to Value (TTV).
Provide personalized product education to customers, showcasing new features and updates to maximize value.
Identify under-engaged customers and implement targeted interventions (e.g., training and support) to boost engagement.
Collaborate with Customer Success teams to align on customer goals and product strategies, and relay customer insights to PSOs and BUs.
Collect customer feedback to identify challenges, improvement areas, and opportunities to upsell or cross-sell additional features or services.
Support the Customer Operations Manager in re-engaging under-utilizing customers.
Manage risks by identifying and addressing potential issues impacting product adoption.
Act as a functional Product SME, providing customers with setup and configuration support.
Contribute to the creation of educational resources such as user guides, FAQs, and customer ROI insights.
Continuous Improvement
Ensure consistency and quality of customer data in the CRM system while analyzing customer trends and feedback to identify potential issues and areas for improvement.
Track customer engagement and satisfaction metrics to assess account health, identify at-risk customers, and support retention strategies.
Collaborate with Customer Success Managers to implement initiatives and execute customer success plans that enhance satisfaction and retention.
Prepare reports, documentation, and communication materials to provide insights on customer metrics, updates, and product changes.
Identify and implement opportunities to improve internal processes and workflows while contributing to knowledge management resources like FAQs and training materials.
Data Steward
Implement data governance policies defined by the Data Owner and ensure adherence to standards.
Monitor data quality, consistency, and compliance on an ongoing basis.
Act as a subject matter expert (SME) for data in their area, answering queries and guiding usage.
Educational Background
Bachelor’s degree in Business, Marketing, Computer Science, or a related field.
Master’s degree in a relevant discipline (e.g., Business Administration, Product Management) is preferred but not required.
Certifications (Must Have)
ITIL (Information Technology Infrastructure Library) certification – minimum Foundation level.
Certifications (Optional / Preferred)
Project Management certifications such as PMP or PRINCE2.
Certifications in product adoption or continuous improvement methodologies (e.g., Lean Six Sigma).
Additional certifications in project management or data analysis are considered a plus.
Experience
2–4 years of experience in Customer Success, Product Adoption, or Account Management, preferably within SaaS, IT, or service industries.
Proven track record of increasing product adoption and improving customer satisfaction through targeted initiatives.
Experience analyzing customer data, tracking engagement metrics, and implementing process improvements to enhance the customer lifecycle.
Hands-on experience with CRM systems and data analysis tools to identify trends and support retention strategies.
Demonstrated ability to document workflows and align onboarding processes with the broader customer journey.
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