Customer Success Specialist
1 week ago
Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.
But what truly sets us apart is our culture. At Infinit-O, diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the
Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business but in the communities we serve.
With a highly engaged and innovative team, we don't just optimize processes; we also create meaningful change.
Job Responsibilities:
- Serve as the first point of contact to manage multiple accounts during their implementatio
- Demonstrate a deep understanding of the Envoy platform as well as project management methodologies
- Work directly with our customers to deploy a range of products within our workplace platform
- Drive a streamlined implementation plan following Envoy's guidelines for scaled onboarding
- Have impeccable follow up with client calls, emails, and training
- Deliver engaging enablement sessions to successfully onboard key user roles
- Be the Voice of the Customer by helping drive escalations to resolution as well as by gathering and managing product feedback requests
- Execute on both 1:1 video calls and one-to-many (email campaigns, webinars, group office hours) customer engagement strategies for your segment of customers
- Ensure Envoy customers derive maximum value from their investment in our platform, utilizing key features and products
- Represent Envoy as a domain and product expert in customer interactions
- Always push for industry-leading NPS scores.
Requirements:
- 1+ year of experience managing relationships with software or services clients in either a B2B sales or account management role
- 1+ years of implementation experience OR experience driving projects for customers. Demonstrated ability to manage clients
- Knowledge of change management skills
- Strong verbal and written English communication skills both internally and externally
- Strong critical thinking and problem solving skills
- Experience with deadlines
- Presentation skills
- Organized & autonomous
- Comfortable and energized operating in a fast moving organization
- Training curriculum development and delivery is a plus
- Previous experience in a startup environment and using Salesforce or another CRM platform is a plus
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