Enterprise Customer Success Specialist
New
We are remote-firstFull-TimeMiddle
Salary$90,000-$120,000
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Job Details
- Experience
- 1–3 years
- Required Skills
- Account ManagementCRMCustomer SuccessSaaSPowerPointHubSpot
Requirements
- 1–3 years of experience in a customer-facing, account support, or coordination role at a SaaS company or in a healthcare operations environment.
- Exceptional organizational skills and the ability to manage multiple workstreams simultaneously.
- Strong written communication skills for professional customer emails and executive recaps.
- Close attention to detail for preparing customer-facing materials.
- Comfortable working with ambiguity in a fast-paced, remote environment.
- Proficiency with slide software (PowerPoint or Google Slides).
- Proficiency with CRM basics (HubSpot a plus).
- Proficiency with video conferencing tools.
- Bachelor's degree in Business, Communications, Healthcare Administration, or a related field, or equivalent experience.
Responsibilities
- Own the preparation process for quarterly Executive Business Reviews (EBRs) including data gathering and slide assembly.
- Coordinate EBR logistics, meeting scheduling, and virtual setups.
- Draft and refine EBR decks and follow-up communications on behalf of Enterprise CSMs.
- Track open commitments and action items across the portfolio to ensure follow-up.
- Maintain accurate records in HubSpot, including account health signals, meeting notes, and stakeholder maps.
- Coordinate cross-functional requests and escalations between customers and internal teams.
- Support process improvements, account plan frameworks, and team documentation.
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