Customer Success Specialist

Job Summary

A company is looking for a Customer Success Specialist.

Key Responsibilities

• Establish and maintain effective relationships with customers, acting as a trusted advisor
• Conduct monthly reviews and proactively address opportunities and challenges
• Collaborate with Sales to drive new business and develop success plans aligned with customer goals

Required Qualifications

• 1-2+ years of SaaS Customer Success or Customer Support experience, preferably in the Banking industry
• Process-oriented with a focus on customer goal achievement KPIs
• Experience using CRM applications for opportunity management and reporting