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, collect feedback, analyze data, develop retention strategies, and report on customer interactions. A bachelor's degree or equivalent experience and 2 years of relevant experience are required. Strong communication and problem-solving skills are essential. 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