Customer Success Specialist

Posted 2024-10-23

📍 Location: Canada

💸 Salary: 55000 - 65000 CAD per year

🔍 Industry: Compliance and archiving technology

🏢 Company: Pagefreezer

🗣️ Languages: English

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationProblem Solving

Alignment with Pagefreezer's core values and commitment to positive customer experience.
Experience in a SAAS B2B account management role focused on revenue retention and growth.
Comfort with technology, IT environments, and software tools.
Bonus points for experience in legal, compliance, and records management.
Strong communication and presentation skills for diverse stakeholders.
Ability to strategize account management and navigate complex conversations.
Solid problem-solving skills and competitive mindset for continuous learning.
Familiarity with HubSpot, LinkedIn, and Zoom for CRM and sales processes.

Execute the vision for the Customer Success team to achieve Pagefreezer's goals.
Build and expand customer relationships to enhance trust and satisfaction.
Pitch and demonstrate solutions to address customer needs.
Align customer goals with their investment in Pagefreezer.
Advocate internally for customers, providing feedback and resolving issues.
Grow assigned account revenue and increase product adoption.
Create proactive engagement plans to identify sales opportunities.
Drive customer renewals and ensure timely payments.
Maintain up-to-date CRM records and keep customers informed of relevant updates.
Collaborate with onboarding and support teams for smooth customer experience.

Posted 2024-09-27

📍 Canada

🧭 Full-Time

🔍 EdTech

🏢 Company: moozoom

Bilingual (Fluent French and English).
Degree in Education, Marketing, Business or equivalent.
Previous sales and/or customer service experience (a huge plus).
Flexibility to handle changing customer needs, company priorities and CRM system updates.
Ability to design processes and workflows to drive efficiency – mapping out things that work well for others to follow.
Well-developed ability to build strong relationships, quickly establish credibility and collaborate across multiple internal and external teams.
Experienced in supporting change management and organizational readiness.
A love of data to share meaningful recommendations/insights with clients to help drive adoption - help them understand what is working and not working.
High energy level, hard worker, demonstrated drive to succeed, and a sense of urgency.
Experience within a fast-paced, growth organization is ideal.
Strong writing and presentation skills.

Drive Adoption, Renewal and Expansion: Customer Lifecycle Management - Oversee the entire customer journey, from onboarding, adoption to renewal and expansion.
Relationship Building: Foster strong customer relationships, acting as a primary point of contact and trusted advisor. Understand the field and blockers.
Key Performance Indicators (KPIs): Driving customer success by increasing activation, adoption, and retention rates aligned with company goals. This includes proactively monitoring customer health, identifying potential risks, and implementing strategies to improve customer satisfaction and loyalty. By leveraging customer data, the role will focus on optimizing customer experiences, measuring performance against key indicators, and making data-driven decisions to enhance customer engagement and retention.
Team Collaboration: Partner with sales, support, product, and marketing teams to deliver exceptional customer experiences. Collaborate with sales to establish customer committees and ensure effective onboarding. Work closely with the content and product team to gather customer feedback and inform product development.
Operational Efficiency: Contribute to team efficiency by standardizing processes, utilizing CRM tools effectively, and participating in regular team meetings.
Adaptability and Flexibility: Perform other duties as assigned to support the evolving needs of the business and achieve company goals.

Data AnalysisData analysisCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-09-27

Posted 2024-09-04

📍 Canada

🧭 Full-Time

🔍 InsurTech

0-2 years of relevant work experience in service or sales, preferably with a Bachelor’s degree (new & recent grads welcome).
Intermediate skills in Google Suite (Docs, Spreadsheets, etc.).
Extraordinary communication skills in English (verbal and written).
Empathy towards people's challenges.
Desire to learn and tackle new challenges while multi-tasking.
Honesty and integrity in dealings with customers.
Openness to take on additional tasks for team support and personal growth.

Manage our caseload of in-process life insurance applications through the underwriting process.
Master all our workflows, application and underwriting processes, and software systems to carry out your responsibilities.
Coordinate with clients and vendors to schedule and track medical exams.
Order and obtain underwriting requirements from the client.
Track missed payments and work with clients on billing information updates.
Report underwriting codes to MIB through their data input process.
Administrate policy change requests like address updates and beneficiary updates.
Complete record-keeping processes for in-force policies and terminations.
Maintain accurate policy records and transactions with client interactions.
Collaborate on cross-functional projects to ensure a seamless customer experience.

C (Programming language)Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-09-04

🔧 Requirements