Customer Success Specialist

Skills
AdoptionCustomer Relationship ManagementEasily AdaptableEdtechNonprofit OrganizationsRenewalsSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Bachelor's degree in Education Communication Business Administration or a similar field or equivalent experience
  • 2 to 4 years in customer success account management or customer support supporting a SaaS product
  • Strong communication and relationship-building skills across internal teams
  • Ability to manage multiple accounts priorities and competing deadlines
  • Problem-solving ability to resolve issues directly or escalate appropriately
  • Strategic thinking with the ability to connect customer goals to company opportunity
  • Experience with a CRM preferred Salesforce experience preferred

Nice to have

  • EdTech experience
  • Higher education background
  • Nonprofit experience
  • Adult learning familiarity
  • Instructional design knowledge
  • Atlassian tools familiarity

Day to day

  • Support a portfolio of customer accounts through onboarding adoption and renewal while building trusted day-to-day relationships
  • Serve as the first point of contact for assigned accounts by resolving routine issues and coordinating escalations through internal teams
  • Deliver onboarding training webinars and post-implementation guidance that helps customers adopt features and achieve lasting value
  • Monitor account health gather feedback and identify churn risks expansion signals and customer needs early