Customer Success Specialist

13 hours ago

Ilocos Sur Philippines Buscojobs Full time

Customer Success Specialist – Santa Rosa (Sample)

Posted today

Job Description

The Customer Success Specialist is responsible for the overall business and executive relationship with our client. The Customer Success Specialist strives to build trusted advisor relationships with our clients and help them drive higher employee engagement and an overall better level of wellness. The CSM is responsible for the strategic planning, managing, and measuring the ongoing success of our client base via on-site business reviews, product roadmap presentations, customer community events, and advocacy on behalf of the client. The Customer Success Manager is outcome-focused and driven to help define and achieve client success.

  • Maintain the highest level of client loyalty by developing relationships at all levels within the client organization, particularly the C-level executives.
  • Conduct ongoing business reviews that measure client success and build plans to achieve client success, including creating high levels of customer advocacy and engagement.
  • Solicit client feedback and work with internal partners to drive product and operational improvements to enhance the overall Customer Experience.

Job Requirements

  • 3+ years experience in Account Management, Success Management or other customer-facing relationship role.
  • Familiarity with Employee Assistance, Wellness, Recognition, Perks or Human Capital Management market.
  • Excellent verbal and written communication skills, including the ability to chair meetings or host webinars.
  • Customer relationship management experience in the health and wellbeing space.
  • Proven effectiveness with executive relationships, comfortable and confident in the board room.
  • High emotional intelligence and ability to resolve conflict wherever it arises.
  • Highly self-motivated and team oriented.
  • Ability to work virtually in a professional manner.
  • Proficient with the tools of the trade (laptop, e-mail, Office apps, smartphone, CRM applications).
  • Highly organized and efficient with exceptional follow through.
  • Desire and ability to negotiate and communicate with clients.
  • Ability to manage a territory of clients and prioritize your time and travel.

Note: This refined description preserves the core responsibilities and qualifications for a Customer Success Specialist role in Santa Rosa, focusing on client relationship management, strategic planning, and executive engagement.

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