Customer Success Specialist for a Purchasing Platform

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Requirements:

• Proven experience in customer support, account management, or a similar role.
• Strong organizational skills with a detail-oriented approach.
• Excellent communication and interpersonal skills, especially for remote interaction.
• Proficiency with CRM software, Google Workspace, and Microsoft Office.
• Familiarity with data analysis tools, e.g., Tableau, is a plus.
• Ability to work collaboratively in a remote, team-oriented environment.

Responsibilities:

• Conduct proactive outreach to ensure clients are functional on the platform.
• Manage communications and account needs for lower-tier clients.
• Support onboarding for new clients, including setup and training.
• Collaborate with CSMs for account activities and client support.
• Monitor platform usage for issues and engagement opportunities.
• Assist in preparing QBR presentations for CSMs.
• Serve as initial contact for client inquiries and escalate complex issues.
• Identify potential sales leads during client interactions.