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Customer Success Specialist - Remote

Posted 4 weeks ago
Customer Service
Full Time
Mexico

Overview

We are seeking a Customer Success Specialist to support and strengthen our customer success function, ensuring smooth onboarding, strong client relationships, and consistent account retention.

In Short

  • Support client onboarding to ensure a smooth transition from sales to delivery
  • Act as a primary point of contact for assigned accounts
  • Maintain regular communication with clients to ensure engagement and satisfaction
  • Proactively identify and help resolve client issues
  • Coordinate with internal teams to support timely execution
  • Monitor account activity and flag potential risks or delays
  • Track client usage, engagement, and overall health
  • Identify opportunities for upsell and cross-sell within existing accounts
  • Handle client questions related to billing, usage, and general inquiries
  • Maintain accurate CRM records and account data

Requirements

  • Experience: 2–4 years in Customer Success, Account Management, or Client Services roles, ideally in B2B environments
  • Technical Background: Familiarity with technology products or services (SaaS preferred). Experience in AI/ML or data-related services is a plus, not required
  • Communication Skills: Strong written and verbal communication skills in English
  • Client Management: Experience handling client relationships, including issue resolution and ongoing support
  • Tools: Experience with CRM tools (HubSpot, Zoho, or similar) and project management tools (ClickUp, Trello, etc.)
  • Organization: Ability to manage multiple accounts and tasks simultaneously in a structured way
  • Metrics Awareness: Basic understanding of customer success metrics (retention, churn, engagement)
  • Mindset: Proactive, detail-oriented, and comfortable working in a hands-on, collaborative environment

Benefits

  • Opportunity to work in a fast-paced environment
  • Engaging work with a focus on client satisfaction
  • Supportive team culture
  • Opportunities for professional growth
Nir Yu logo

Nir Yu

Nir Yu is a dynamic sales organization focused on identifying and qualifying sales opportunities in a fast-paced environment. The company emphasizes the importance of nurturing leads through effective communication and a structured sales process. With a commitment to leveraging technology, including HubSpot for lead management, Nir Yu seeks team members who are not only skilled in sales but also possess a strong understanding of cloud-based software services. The company values a positive team culture and encourages continuous learning and adaptation to new technologies.

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