Customer Success Specialist

Summary

Join our team as a Customer Success Specialist and ensure exceptional customer experiences that drive adoption, loyalty, and expansion. This critical role is the primary point of contact from post-sale onboarding through customer success graduation. You will proactively engage with customers, promote platform features, conduct training, gather feedback, analyze data, develop retention strategies, and report on customer interactions. The ideal candidate possesses a bachelor's degree or equivalent experience, along with 2 years of experience in a customer-facing role. Strong communication and problem-solving skills are essential, as is the ability to collaborate effectively with cross-functional teams. This remote US-based position offers a competitive salary.

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

Responsibilities

• 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
• 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
• Conduct tailored training sessions and webinars, guiding customers on effective platform usage
• Gather and relay customer feedback, working closely with the implementation team to refine and optimize configuration for maximum adoption
• Monitor and analyze customer usage patterns, identifying opportunities for further outreach and training
• Identify at-risk accounts and implement strategies to enhance their platform experience and prevent churn
• Regularly update the Customer Success Lead on customer interactions, feature adoption rates, and any significant feedback

Preferred Qualifications

Experience with HubSpot and Monday.com

Benefits

• $1,000 employee referral bonus
• US Remote: $50,000- $55,000 USD per year