
Remote Customer Success Specialist
1 day ago
Job Title: Customer Success Specialist
- We are seeking a proactive and customer-focused individual to join our team in supporting our clients on their purchasing journey.
- The ideal candidate will play a vital role in day-to-day account management, client communications, and overall customer satisfaction.
This position is well-suited for someone with a keen eye for detail, exceptional communication skills, and a strong drive to help clients succeed. We offer a unique opportunity for a remote work environment across time zones, working collaboratively with our diverse client base.
Key Responsibilities:
Customer Outreach:
• Conduct proactive outreach across a diverse client portfolio to ensure clients are fully functional on the platform.
• Gather Voice of Customer insights for future product updates.
Account Management & Support:
• Independently manage communications and account needs for lower-tier and less complex accounts, ensuring each client feels supported and fully operational on the platform.
Onboarding Support:
• Support onboarding for new clients, which includes account setup, delivering introductory training, and addressing initial troubleshooting inquiries.
Account Support Assistance:
• Collaborate with Client Success Managers (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.
Customer Engagement Tracking:
• Monitor platform usage to identify any issues or improvement opportunities, working closely with CSMs to address these and promote client engagement.
Presentation Preparation:
• Assist in creating quarterly business review presentations for CSMs by developing Google Slide/PowerPoint decks, highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.
Client Support:
• 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.
Sales Assistance:
• Identify potential sales leads through client interactions, supporting sales initiatives by identifying affiliate outreach and other strategies.
Qualifications:
Essential Skills:
• 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
Desirable Skills:
• Familiarity with data analysis tools (e.g., Tableau)
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