Customer Success Specialist/Associate
Skills
Software As A ServiceCross-Functional CollaborationsCustomer Relationship ManagementHubspotManagementPoint Of Sale SystemsReadiness
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2 to 5 years of experience leading end-to-end initiatives in a technology startup or SaaS environment
- Strong understanding of how product customer success and operations intersect
- Experience using and optimizing internal technical operational tools such as Intercom or HubSpot
- Demonstrated aptitude for learning creating and iterating rapidly
- Willingness to learn ICHRA and benefits administration processes from point of sale to go-live
- Excellent communication skills with a client-first mindset
- Ability to manage multiple priorities and work independently
- Technically savvy and quick to ramp up on complex platforms
Nice to have
- Organized
- Detail-Oriented
- Client-Focused
- Curious
- Adaptable
- Resilient
- Independent
- Technically Savvy
Day to day
- Serve as the primary advocate for clients during onboarding and implementation, ensuring their goals and needs are understood and addressed
- Manage end-to-end onboarding from point of sale through successful launch on the platform while coordinating timelines milestones and deliverables
- Lead client communications training and platform configuration to deliver a smooth readiness experience and strengthen user confidence
- Collaborate closely with internal teams and external stakeholders to solve issues improve workflows and support a seamless client experience