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Customer Account Specialist
brightwheelCustomer Account Specialist engaging with customers to enhance retention and product usage. Working with a team to drive customer satisfaction in the early education sector.
About the role
Key responsibilities & impact- Ensure customers continue to get exceptional value from brightwheel and remain loyal, long-term customers
- Retain revenue through consultative engagement, digging into each customer’s needs and recommending the right products and solutions
- Understand every customer’s goals and priorities, and translate them into strategic recommendations that drives retention, product adoption and overall satisfaction
- Leverage your brightwheel product knowledge to lead meaningful customer conversations and help customers maximize their brightwheel experience
- Partner with internal leadership teams to resolve customer escalations and deliver timely and effective Voice of Customer feedback
- Call, email and text our current customers to assess brightwheel engagement, identify challenges, drive resolutions, and secure their commitment to staying on brightwheel
- Test and pilot new outreach tactics to boost retention and increase the value customers get from brightwheel
Requirements
What you’ll need- Proven track record of hitting/exceeding challenging goals
- Strong work ethic, determination to succeed, and a team-first mindset
- Highly coachable, eager to learn, and energized by collaboration
- Naturally curious, resourceful, and proactive in solving problems
- Experience in sales, account management or customer success, with a focus on customer retention
- Comfortable operating in a high volume environment (e.g., 60-70 calls/day)
- Exceptional ability to identify customer challenges, recommend solutions, and overcome objections with tenacity, patience and deep empathy
- Excellent communication, organizational, time-management, and prioritization skills
- High tolerance for ambiguity - this is one of our newest teams and the role and goals will change over time
- Preferred Experience: Salesforce, basic excel /sheets, startup environment, early education, fully Bilingual in Spanish
Benefits
Comp & perks- Comprehensive medical, dental, and vision coverage
- Generous paid parental leave
- Flexible PTO so you can recharge when you need it
- Local retirement or savings plans (e.g., 401(k) in the U.S.)
- Equity opportunities for long-term success
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer retentionsalesaccount managementcustomer successproblem solvingcommunicationorganizational skillstime managementprioritization
Soft Skills
strong work ethicdeterminationteam-first mindsetcoachabilitycuriosityresourcefulnessproactivityempathytenacitypatience