Customer Success Specialist
Skills
AdoptionBusiness IntelligenceCustomer SuccessHealthcareInterest RatesProduct TrainingProfessional Services
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor’s degree or equivalent experience
- 2+ years in direct customer success with end-to-end renewal ownership
- Experience driving account growth through upselling and cross-selling
- Proven experience in a channel partner model
- Strong understanding of channel sales dynamics and partner ecosystems
- Strong interpersonal and communication skills
- Familiarity with CRM platforms specifically Salesforce
- Experience with CPQ software
- Must reside in the US with preference for specified states
- Ability to travel about 25%
Nice to have
- Healthcare experience
- Hospitality experience
- Quick learner
- Technical acumen
- Structured thinking
- Team player
- Financial acumen
Day to day
- Guide assigned customers through a structured post-sale journey that includes kickoff implementation onboarding and adoption
- Build trusted relationships with customers and partners while proactively monitoring account health and renewal risk
- Lead training sessions share best practices and coordinate with cross-functional teams to resolve escalations and uncover expansion opportunities