Customer Success Specialist
New
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Naztec International GroupProfessional Services
West Palm Beach, Florida, United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- Project ManagementSalesforceMicrosoft OfficeCustomer SuccessHubSpotGoogle WorkspaceAsanaAccount ManagementCRM
Requirements
- Bachelor's degree in Business, Communications, Marketing, Management, or a related field (or equivalent professional experience).
- 2+ years of experience in Customer Success, Account Management, Customer Support, Client Services, Business Operations, or a related role.
- Experience using CRM platforms and customer success tools.
- Proficiency with Microsoft Office and Google Workspace.
- Experience using collaboration and project management platforms such as Salesforce, HubSpot, Asana, Monday.com, Jira, ClickUp, Slack, or Microsoft Teams is a plus.
- Experience supporting business clients in consulting, technology, staffing, engineering, or professional services environments is preferred.
Responsibilities
- Serve as the primary point of contact for assigned clients, ensuring a positive and professional customer experience.
- Build and maintain strong, long-term relationships through proactive communication and regular follow-ups.
- Guide new clients through the onboarding process, ensuring a smooth transition and successful implementation of services.
- Respond promptly to client inquiries, questions, and service requests through email, phone, and virtual meetings.
- Collaborate with internal departments, including Operations, Project Management, IT, and Recruiting, to coordinate client needs and resolve issues efficiently.
- Monitor customer accounts, project milestones, and service deliverables to ensure expectations are met.
- Identify potential challenges and proactively recommend solutions to improve customer satisfaction and retention.
- Track customer interactions and maintain accurate records within the company's CRM and internal systems.
- Prepare reports on customer engagement, service performance, and client feedback.
- Assist with renewals, service expansions, and identifying opportunities to strengthen client partnerships.
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