Customer Success Specialist
Job Summary
Managing client success throughout the customer lifecycle, the full-time Customer Success Specialist will oversee approximately 160 Small to Medium Business accounts remotely, focusing on onboarding, product adoption, and driving customer retention and growth.
Key responsibilities
- Manage client success from onboarding through renewal, ensuring effective product adoption and relationship building
- Monitor account-specific data to identify churn risks and upsell opportunities, presenting key performance metrics to clients
- Collaborate with cross-functional teams to enhance the customer experience and streamline workflows using AI and automation
Required qualifications
- 1-2 years of experience in Customer Success, Sales, or Account Management
- Proven ability to manage a high-volume portfolio of Small to Medium Business customers
- Strong analytical skills with proficiency in Excel and PowerPoint for data analysis and insights
- Bachelor's Degree or equivalent experience is typically required
- Experience in B2B sales, renewals, and upsells is a plus
Complete Job Description
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