Client Success Specialist Job at Robert Half (Carlsbad)

Client Success Technical Specialist

B2B SaaS Client Success Technical Manager role within Onebox (Fever Group). Resp...

Location

Mexico , Mexico City

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

Experience in customer support, ideally in a SaaS environment
Confident troubleshooting technical issues with a hands-on mindset
Fluent in English and Spanish (written and spoken)
Tech-savvy, detail-oriented, and focused on client experience
Comfortable working cross-functionally with internal teams
Valid driver's license for occasional on-site support

Job Responsibility

Be the go-to person for clients for technical support, platform usage, and troubleshooting
Manage daily client requests, from incident resolution to platform configuration and data exports
Provide onboarding, training, and ongoing support to help clients get the most out of Onebox
Collaborate closely with internal teams (Sales, Tech, Product, Design) to ensure a seamless client experience
Support on-site operations during live events when needed
Play a key role in driving customer satisfaction and identifying opportunities for improvement

What we offer

Have a real impact on the company's growth and evolution
Great work environment with a young, international team of talented people to work with
40% Discount on all events on Fever
Health and life insurance
20 days per year as holidays
Possibility of remote working from home

Fulltime

Customer Success Specialist

We are looking for an experienced Customer Success professional to join our team...

Location

United States , Miami

Salary:

Not provided

Q6 Cyber

Expiration Date

Until further notice

Requirements

BA/BS or equivalent
2-5 years of experience in customer success roles
Excellent communication, storytelling, and interpersonal skills
Spanish-language fluency
Strong work ethic and ability to multitask

Job Responsibility

Build and foster client relationships that drive client success, enhance the client experience, and ensure that clients are getting maximum value
Regularly communicate with clients to address questions, needs, etc.
Gather client requirements and feedback for product updates, enhancements and new products
Analyze product utilization data to inform product roadmap
Collaborate with Product Development and Engineering teams
Conduct product demonstrations for prospective and current clients
Develop educational and training material (e.g., written guides, videos)
Lead training webinars

What we offer

Competitive cash compensation, equity, and benefits
Relocation assistance available

Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing t...

Location

Singapore , Singapore

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Several years of experience in financial services, fintech, or SaaS, preferably in a client-facing role such as Client Success, Relationship Management, or Implementation
Strong understanding of the investment and wealth management landscape in Southeast Asia, including client workflows, regional challenges, and operating norms
Proven ability to build and deepen client relationships, with a history of driving strong adoption, advocacy, and satisfaction metrics
Confident communicator with the ability to engage senior stakeholders and influence across client and internal teams
Comfortable working independently and navigating ambiguity in a fast-paced, entrepreneurial environment
Analytical mindset with the ability to distill complex problems into clear action plans
Familiarity with MAS regulations and PDPA, particularly in the context of financial data handling, is a strong advantage
Bachelor’s degree required
a background in finance, economics, or a technical discipline is a plus
Willingness to travel within the region as client needs dictate

Job Responsibility

Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design scalable client success processes for the Singapore and broader APAC market, supporting our growing regional footprint
Ensure awareness of and adherence to regulatory requirements and local norms, including MAS guidelines and Singapore’s Personal Data Protection Act (PDPA), particularly in areas like data privacy, client reporting, and cross-border engagement

What we offer

Global flexible workforce model
Equal opportunity employer
Reasonable accommodation for individuals with disabilities

Fulltime

Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing p...

Location

Brazil , São Paulo

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation
Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations
Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction
Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences
Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment
Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions
Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued
Bachelor’s degree required
studies in Finance, Economics, Business Administration, or Technology are a plus
Fluency in Portuguese and English is required

Job Responsibility

Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations
Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration

What we offer

Reasonable accommodation for individuals with disabilities

Fulltime

Bilingual technical customer success specialist

Location

Japan , Tokyo

Salary:

4000000.00 - 5000000.00 JPY / Year

Randstad

Expiration Date

November 30, 2027

Requirements

Bachelor's degree in Computer Science, Engineering, or a related field
2+ years of experience in product or project management within the tech industry
Experience managing client support activities (onboarding, inquiry handling, troubleshooting)
Proven ability to learn and understand detailed technical specifications
Strong product and customer-oriented mindset
Excellent communication and interpersonal skills
Proficiency in Japanese (fluent level) and English (business level)

What we offer

Visa Sponsor
Free Meals
食堂

Jams Customer Success Specialist

We are seeking a Customer Service Specialist to join our IT department in our MD...

Location

United Kingdom , Manchester

Salary:

Not provided

MDPI

Expiration Date

Until further notice

Requirements

A Bachelor's degree in any discipline
Confident in IT tools and systems
Proficient in Microsoft Office 365
Excellent attention to detail
Flexible and able to manage multiple tasks effectively
Eager to learn and grow
A proactive, can-do attitude with a positive outlook

Job Responsibility

Manage support requests from JAMS users, solving issues as the first line of support and escalating bugs or complex problems to the technical team
Assist JAMS customers with system configuration and respond to inquiries on how to best utilise the JAMS application to achieve their desired outcomes
Create knowledge-based articles, release notes and other product documentation helping out users to better understand JAMS and stay informed about updates and new features
Collaborate with the Engineering team by filing Jira tickets for bugs or simple changes, and support the QA team in testing and validating new functionalities
Respond to inquiries from potential leads regarding the product, pricing, and demo requests
Organize and conduct product demonstrations to showcase JAMS to prospective clients
Maintain lead contact data in the CRM system (HubSpot)
Prepare quarterly invoices for JAMS customers and forward them to the Billing team
Support the onboarding of new users through targeted emails and in-app notifications
Monitor files and issues related to production services provided to JAMS customers

What we offer

Focused in-house training in editing scholarly content according to MDPI’s conventions by experienced editors
Performance-based quarterly bonuses
Clear progression pathways
Flexible Working Times
Twenty-five days of annual leave, in addition to bank holidays, paid leave for medical appointments, and days off for special circumstances such as moving house or getting married
Bupa Health Cash Plan
Access to our benefit platform “Perkbox”, which provides a range of discounts across various retailers such as food, drinks, tech, travel and more
Cyclescheme and Techscheme
Socials
Convenient Transportation Links

Fulltime

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Client Support & Engagement Specialist

Are you passionate about helping clients thrive? Love working in a fast-paced, p...

Location

United Kingdom , London

Salary:

18.00 - 20.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

3-5 years' experience in Client Success, Support, or Relationship Management
Strong communication skills - written, verbal, and interpersonal
Proactive mindset with great problem-solving skills
Confidence using PowerPoint and Excel
Ability to juggle multiple clients and priorities with ease
A love for learning new tools and working in a fast-paced environment

Job Responsibility

Manage a portfolio of clients, driving employee engagement across programmes
Own and resolve client queries, working closely with frontline customer service
Understand client goals and tailor support to meet their needs
Create and edit content for campaigns and engagement initiatives
Host calls and webinars to educate clients on programme usage
Troubleshoot issues and identify opportunities to boost engagement
Collaborate with the London-based Account Director to deliver outstanding results

What we offer

Be part of a vibrant, supportive team
Make a real impact and grow your career
Enjoy flexible remote working
Potential to go permanent

Fulltime

Client Success Specialist

Robert Half

Location:
United States , Carlsbad

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 03, 2026

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Location:United States , Carlsbad

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Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 03, 2026

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