Junior Client Success Specialist

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

📋 Description

• Develop and manage B2A documentation for both new and existing accounts.

• Conduct systematic audits of B2As against current client contracts, scope modifications, and deliverable timelines.

• Track the completion of deliverables in relation to B2A milestones, and alert CSM Leadership to any discrepancies or risks.

• Structure central repositories, knowledge bases, and CSM tools in accordance with the latest B2A standards.

• Review routine administrative tasks across the CSM team, including account health updates, health scores, and weekly administration.

• Recognize gaps in administrative processes and propose templates, checklists, or procedural enhancements.

• Keep weekly and monthly operational scorecards for B2A completion rates and adherence to administrative standards.

• Support CSM team members with various administrative tasks and facilitate cross-functional handoffs as needed.

• Assist with post-conference dashboard audits and preparations, and create and maintain Salesforce reports and dashboards, including risk report analysis.

• Complete onboarding, gain expertise in the B2A framework, take ownership of B2A creation, conduct weekly audits, and implement standardized auditing processes for administration.

⛳️ Requirements

• A bachelor’s degree or equivalent professional experience is required.

• 1-2 years of experience in an analytical, customer service, or administrative capacity.

• Proficient in Microsoft Office Suite and Google Workspace.

• Familiarity with CRM systems, such as Salesforce, is advantageous.

• Strong skills in Excel / Google Sheets, including data entry, basic formulas, filtering, and cross-referencing.

• Exceptional attention to detail when auditing documentation and data.

• An analytical mindset with the ability to interpret contracts or agreements and align them with internal operational tasks.

• Excellent written and verbal communication skills, with clarity and conciseness.

• Capability to prioritize tasks, meet regular audit deadlines, and independently manage competing priorities.

• Willingness to travel 30%, which may include occasional weekend travel.

🏝️ Benefits

• Competitive salaries.

• Comprehensive benefits package.

• 401k plan.

• Generous paid time off.

• Team-building activities.