Customer Success Specialist (Remote- US Based)

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Job Summary 

The Customer Success Specialist is responsible for ensuring customers have an exceptional experience that drives adoption, loyalty, and expansion over the beginning of the customer lifecycle. This critical role serves as the primary point of contact from post-sale onboarding through customer success graduation.

Responsibilities 

  • Customer Outreach: Proactively engage with customers post-sale through app delivery and product adoption. Work with Solutions Consultant and Configuration Specialist to deliver a quality onboarding experience.
  • Feature Promotion: Educate customers on core platform features, emphasizing their benefits and value. Strategically coach customers on optimizing workflows and processes to maximize app usage and drive revenue.
  • Training & Webinars: Conduct tailored training sessions and webinars, guiding customers on effective platform usage.
  • Feedback Collection: Gather and relay customer feedback, working closely with the implementation team to refine and optimize configuration for maximum adoption.
  • Data Analysis: Monitor and analyze customer usage patterns, identifying opportunities for further outreach and training.
  • Retention Strategies: Identify at-risk accounts and implement strategies to enhance their platform experience and prevent churn.
  • Reporting: Regularly update the Customer Success Lead on customer interactions, feature adoption rates, and any significant feedback.

Requirements 

  • Bachelor's degree or equivalent experience in a related field.
  • 2 years of experience in customer success, support, implementations or account management roles.
  • Strong communication and problem-solving skills.
  • Ability to work collaboratively with cross-functional teams.
  • Familiarity with data analysis and reporting tools.
  • Experience with HubSpot and Monday.com is a plus
  • SaaS experience

Employee Referral Bonus

This position is eligible for a $1,000 employee referral

Access Referral Form Here

Salary Range

US Remote: $50,000- $55,000 USD per year

We encourage employees to move across teams, departments and locations within our company if this move fits with their career plans and they’re qualified to perform the job. Our only requirement is that our employees have to complete their [three-month] onboarding period before they can change roles. You don’t need the consent of your manager to apply for an internal job opening, but we encourage you to be open about your career goals. Discuss your aspirations and preferred career path during 1:1s with your manager or during performance review meetings. If your manager has an idea of your plans, they’ll be able to help you advance within our company and advise you on the best internal opportunities, or even refer you when the right job comes up.

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