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Customer Success Specialist
Skills
Software As A ServiceCustomer Relationship ManagementCustomer ServiceCustomer SuccessSalesforceEdtechB2B SaaS
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor’s degree preferred
- 1–2 years of experience in customer service customer success or support ideally in SaaS or edtech
- Strong communication skills with the ability to explain technical concepts clearly and empathetically
- Highly organized with the ability to manage multiple tasks and priorities independently
- Strong sense of urgency and follow-up in resolving customer issues
- Familiar with Salesforce or other CRM systems
- Comfortable learning and navigating internal technology platforms
- Collaborative team-oriented mindset with a passion for helping others
- Interest or experience in medical nursing or higher education programs is a plus
Nice to have
- Proactive
- Empathetic
- Organized
- Collaborative
- Detail-oriented
- Customer-focused
Day to day
- Support institutional and group accounts across medical, nursing, and pre-professional education programs.
- Set up onboarding workflows and student purchase links to ensure smooth access and timely delivery.
- Serve as a responsive first contact for faculty, administrators, and students while resolving issues and escalating when needed.
- Collaborate with Engineering and Technology teams to troubleshoot problems and improve the customer experience.
- Maintain accurate Salesforce records, produce monthly usage reports, and create helpful support materials such as guides, videos, and FAQs.