
Client Support Liaison
2 days ago
Job Title: Customer Success Specialist
Role Summary:
This role is vital to day-to-day account management, client communications, and overall customer satisfaction for low-touch and mid-tier clients.
Responsibilities:
- Conduct proactive outreach across a diverse client portfolio to ensure clients are fully functional on our platform.
- Gather Voice of Customer insights for future product updates.
- Manage communications and account needs for lower-tier and less complex accounts, ensuring each client feels supported and fully operational on the platform.
- Support onboarding for new clients, which includes account setup, delivering introductory training, and addressing initial troubleshooting inquiries.
- Collaborate with CSMs to support day-to-day account activities such as user outreach, growing share of wallet, capturing client feedback for platform improvements, and addressing client needs by directing them to the appropriate support channel.
- Monitor platform usage to identify any issues or improvement opportunities, working closely with CSMs to address these and promote client engagement.
- Assist in creating quarterly business review (QBR) presentations for CSMs by developing Google Slide/PowerPoint decks, highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.
- Serve as an initial point of contact for client inquiries, escalating complex issues to CSMs or other teams as necessary to ensure timely and effective resolution.
- Identify potential sales leads through client interactions, supporting sales initiatives by identifying affiliate outreach and other strategies.
Qualifications:
- Proven experience in customer support, account management, or a similar role.
- Strong organizational skills with a detail-oriented approach.
- Excellent communication and interpersonal skills, especially for remote interaction with diverse clients.
- Proficiency with CRM software and Google Workspace, and Microsoft Office.
- Familiarity with data analysis tools (e.g., Tableau) is a plus.
- Ability to work collaboratively in a remote, team-oriented environment across time zones.
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