Customer Success Specialist - Remote

Overview

We are seeking a proactive and detail-oriented Customer Success Specialist to join our dynamic customer success team. In this role, you will provide strategic support to customers, helping them through the onboarding process, offering training and assistance, and fostering long-term success. The ideal candidate will be a strong communicator, skilled at building relationships, and committed to delivering exceptional service.

In Short

• Assist the sales team with administrative tasks such as data entry, document management, and record organization.
• Collaborate with the sales team to provide white-glove service and ensure a high level of customer satisfaction.
• Respond promptly and professionally to customer and internal team inquiries.
• Work with the sales team to create accurate and tailored quotations for prospects.
• Foster strong, positive relationships with clients to ensure they feel valued and supported.
• Serve as a primary point of contact for clients, handling inquiries and resolving issues.
• Create, implement, and maintain reports and dashboards for both internal sales teams and external customers.
• Collaborate effectively with cross-functional teams to ensure a seamless customer experience.
• Use CRM software to manage client and prospect information.
• Support ad hoc projects, including configuring contracts for discount pricing.

Requirements

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency with office software (e.g., Microsoft Office Suite).
• Familiarity with CRM software is a plus.
• Self-motivated with the ability to work both independently and as part of a team.
• A proactive and resourceful approach to problem-solving.
• 2-4 years of experience in sales, account management, customer success, or client relations.

Benefits

• Competitive salary range of $85,000 - $106,000 USD/year.
• Eligibility for bonus and equity.
• Generous benefits package.