Customer Success Specialist

November 21

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201 - 500 employees

☁️ SaaS

🤝 Non-profit

💸 Finance

Description

•The Customer Success Specialist is responsible for ensuring customers have an exceptional experience that drives adoption, loyalty, and expansion over the beginning of the customer lifecycle. •Proactively engage with customers post-sale through app delivery and product adoption. •Educate customers on core platform features, emphasizing their benefits and value. •Conduct tailored training sessions and webinars, guiding customers on effective platform usage. •Gather and relay customer feedback, working closely with the implementation team to refine and optimize configuration for maximum adoption. •Monitor and analyze customer usage patterns, identifying opportunities for further outreach and training. •Identify at-risk accounts and implement strategies to enhance their platform experience and prevent churn. •Regularly update the Customer Success Lead on customer interactions, feature adoption rates, and any significant feedback.

Requirements

•Bachelor's degree or equivalent experience in a related field. •2 years of experience in customer success, support, implementations or account management roles. •Strong communication and problem-solving skills. •Ability to work collaboratively with cross-functional teams. •Familiarity with data analysis and reporting tools. •Experience with HubSpot and Monday.com is a plus

Benefits

•Medical, dental, and vision insurance options •100% Employer paid short/long term disability •Basic Life •401(k) option with 100% company match up to 4% •Flexible paid personal/vacation time built on mutual trust and accountability •10 sick days annually •10 company paid holidays •6 weeks paid parental leave •Pet Insurance •Medical Travel Benefits •Infertility Benefits •Teladoc •Employee Assistance Program •Wellness Benefits & Engagement Platform