
Platform Account Support Specialist
6 days ago
We are seeking a proactive and customer-focused professional to join our team in supporting Client Success Managers (CSMs) and enhancing the experience of clients on our platform.
The Customer Success Specialist will play a vital role in day-to-day account management, client communications, and overall customer satisfaction for low-touch and mid-tier clients. This position is well-suited for someone with a keen eye for detail, exceptional communication skills, and a strong drive to help clients succeed.
Responsibilities:- Conduct proactive outreach across a diverse client portfolio to ensure clients are fully functional on our platform.
- Manage client 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.
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