Customer Success Specialist Job at Robert Half (Clackamas)

Customer Success Specialist

Robert Half

Location:
United States , Clackamas

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

Charlie Gilmur with Robert Half is looking for a Customer Success Specialist to support clients and internal teams by coordinating service delivery, maintaining accurate records, and ensuring a responsive customer experience. This role is based in Clackamas, Oregon, and is ideal for someone who can manage competing priorities, interpret operational data, and keep projects moving forward with clear communication. The position also contributes to workflow improvements, supports day-to-day system usage, and helps identify opportunities to strengthen customer retention and account growth.

Job Responsibility:

Build strong relationships with assigned customers by providing timely updates, addressing questions, and anticipating service needs throughout the customer lifecycle
Oversee orders from intake through completion, confirming documentation is accurate, coordinating handoffs across teams, and keeping delivery timelines on track
Monitor active work closely to identify potential delays, communicate impacts early, and take corrective action to support reliable fulfillment
Manage assigned project activities, track milestones, and share progress with stakeholders to ensure commitments are completed as planned
Investigate customer, product, or delivery issues independently, resolve routine concerns, and elevate higher-risk matters with clear context and recommended actions
Prepare customer-facing reports and dashboards that summarize performance, usage, and account activity with a high degree of accuracy
Review engagement and account data to uncover renewal and expansion opportunities, then collaborate with sales partners to support growth initiatives
Use reporting and analytics tools, including AI-enabled work management platforms when applicable, to identify trends and recommend process or service improvements
Organize meetings by setting agendas, documenting decisions, and following up on action items to maintain momentum across projects
Maintain accurate activity records in customer and service systems while supporting daily workflow administration and team visibility through designated tools

Requirements:

Experience in customer success, customer service, benefits administration, or a related client support environment
Ability to manage several priorities at once while maintaining accuracy, responsiveness, and strong follow-through
Proficiency in communicating with customers and internal stakeholders by phone, email, and virtual meetings
Comfort working with dashboards, performance reports, and operational data to guide decisions and improve service outcomes
Demonstrated ability to coordinate projects, track deliverables, and keep cross-functional work organized
Skill in resolving customer concerns independently and escalating complex issues appropriately
Experience using CRM, service delivery, or workflow management systems
familiarity with AI-supported work management tools is preferred

What we offer:

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan

Additional Information:

Job Posted:
May 15, 2026

Employment Type:

Fulltime

Work Type:

On-site work

Robert Half - All Job Offers

Job Link Share: