Customer Success Specialist

• Serve as the primary point of contact for assigned client accounts, managing customer relationships and ensuring satisfaction.
• Handle inbound and outbound customer inquiries, resolve issues, and troubleshoot problems in a timely and professional manner.
• Track account activity, update records, and manage documentation to support service delivery and performance reporting.
• Collaborate with internal teams (e.g., sales, operations, support) to address client needs, implement service solutions, and drive account growth.
• Monitor account health, proactively identify risks or opportunities, and present recommendations to ensure client retention.
• Support process improvements and contribute to operational efficiency using common customer service technologies.
• Educate clients about products, services, and best practices to maximize account value and satisfaction.

• Previous experience in customer service, account management, or related administrative support role.
• Strong communication and interpersonal skills, with a client-focused mindset.
• Ability to prioritize tasks in a fast-paced environment and adapt to changing client needs.
• Detail-oriented with demonstrated organizational and problem-solving abilities.
• Proficiency with standard office software
• familiarity with CRM platforms is preferred.

familiarity with CRM platforms is preferred.

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