Customer Success Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Manage accounts that have transitioned from the Account Implementation, Account Executive, and Account Management teams

• Work in partnership with clients to pinpoint strategic growth possibilities

• Revise and improve product templates

• Suggest relevant products and solutions

• Provide outstanding service and ensure high levels of client satisfaction

• Propel account revenue growth

• Assist Retail and Commercial Mid-Market Partnerships and initiatives such as the Custom Quote Desk

• Track operational trends with both internal and external stakeholders

• Resolve issues and execute effective resolution strategies

• Conduct targeted outbound calls to both new and existing clients to stimulate revenue growth

• Assess partner specifications and develop tailored product recommendations

• Offer advisory solutions to enhance account value and foster long-term partner relationships

• Collaborate with Sales, Build, Custom Quote, and other internal teams

• Keep comprehensive documentation of account changes, call logs, strategic next steps, and task completions

⛳️ Requirements

• Excellent verbal and written communication skills

• Exceptional presentation and public speaking skills

• Strong active listening abilities

• Analytical mindset with critical-thinking skills

• Solid business acumen and a strong understanding of sales methodologies

• Innovative and creative approach to problem-solving

• Superior organizational and time-management skills

• Ability to work efficiently and effectively in an independent setting

• Quick learner with the ability to adapt to new tools and processes

• Friendly and approachable demeanor that promotes positive interpersonal relationships

• Capable of managing multiple projects simultaneously while providing excellent service

• Passionate about assisting customers and resolving their concerns

• Builds trust and nurtures positive customer relationships

• Proactive and confident in taking initiative

• Driven by achieving goals and providing exceptional customer experiences

• Comfortable with making outbound calls and engaging in business discussions with customers

• Able to balance customer needs with organizational objectives

• Takes responsibility for tasks and follows through on commitments

• Open to feedback and dedicated to continuous improvement

• Capable of remaining organized and focused while juggling multiple accounts and priorities

🏝️ Benefits

• Remote-First company

• Inclusive community

• Opportunities for growth and professional development

• Commitment to Diversity, Equity, & Inclusion

• Equal Employment Opportunity