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Customer Success Specialist

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Location: Remote
Compensation: Salary
Reviewed: Thu, Oct 29, 2026
This job expires in: 29 days

Job Summary

To support a broad portfolio of customers, the full-time remote Customer Success Specialist will maintain customer satisfaction and retention by delivering scalable engagements and resolving inquiries while collaborating with internal teams.

Key responsibilities:
  • Manage the overall success and retention of a pooled book of accounts through effective customer engagement processes
  • Serve as the primary interface for customers, addressing and resolving critical situations that arise
  • Document customer interactions and status in Salesforce or other CRM tools, while informing customers of new functionalities and best practices
Required qualifications:
  • 0-3 years of experience in a client-facing or Customer Success role
  • Experience with Salesforce, ChurnZero, or other CRM systems
  • Background in customer service
  • Familiarity with Electronic Health Record software and the social services sector is a plus
  • Experience in task and project management

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