Customer Success Specialist

Summary

Join our dynamic customer success team as a proactive and detail-oriented Customer Success Specialist. You will strategically support customers throughout their journey, from onboarding and training to long-term success. This role demands strong communication and relationship-building skills, ensuring exceptional service. You will collaborate with the sales team, manage client relationships, create reports and dashboards, and utilize CRM software. The ideal candidate possesses strong organizational skills, excellent communication abilities, and 2-4 years of relevant experience. A bachelor's degree is preferred.

Requirements

• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency with office software (e.g., Microsoft Office Suite)
• Self-motivated with the ability to work both independently and as part of a team
• A proactive and resourceful approach to problem-solving
• 2-4 years of experience in sales, account management, customer success, or client relations

Responsibilities

• Assist the sales team with administrative tasks such as data entry, document management, and record organization
• Collaborate with the sales team to provide white-glove service and ensure a high level of customer satisfaction
• Respond promptly and professionally to customer and internal team inquiries
• Work with the sales team to create accurate and tailored quotations for prospects, maintaining a database of standard pricing and product information
• Foster strong, positive relationships with clients to ensure they feel valued and supported
• Serve as a primary point of contact for clients, handling inquiries, resolving issues, and providing product/service information
• Monitor customer health and assist with onboarding to ensure long-term satisfaction
• Create, implement, and maintain reports and dashboards for both internal sales teams and external customers
• Keep internal dashboards updated and inform departments when action is needed
• Stay informed about the status of key and strategic account orders in the production pipeline, proactively providing updates to stakeholders
• Collaborate effectively with the sales team to support their objectives
• Work closely with cross-functional teams, such as Global Logistics, Commercial Operations, and Global Support, to ensure a seamless customer experience
• Manage cross-functional initiatives, acting as a liaison between sales and other departments to identify gaps and drive process improvements
• Use CRM software to manage client and prospect information, document interactions, and track the sales pipeline
• Assist in generating reports and analyzing sales performance data to identify trends
• Support ad hoc projects, including configuring contracts for discount pricing

Preferred Qualifications

• Bachelor's degree in a relevant field (e.g., Science)
• Familiarity with CRM software is a plus

Benefits

• Bonus
• Equity
• A generous benefits package