Client Success Specialist
Connection
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Illinois, Massachusetts, Minnesota, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $28 - $31 per hour
Job Level
Junior
About the role
- Regularly monitor account health, identifying opportunities to proactively address customer needs or concerns that may impact renewal decisions
- Analyze account performance and usage data to refine renewal and expansion strategies, ensuring customer satisfaction and retention
- Create and maintain effective account relationships through consistent and timely execution of the renewal communication strategy to ensure strong implementations, license renewal, and expansion sales opportunities
- Collaborate with Sales Territory Manager and Customer Success team to ensure effective implementation and impact of CFC products and services
- Execute customer renewal and expansion strategy from first contact to close, through a systematic approach of customer outreach, nurturing, expansion, and closing the sale
- Prepare renewal opportunities and quotes for current contracts during customer budgeting cycle
- Develop customized renewal quotes and proposals that reflect each customer’s usage patterns and potential for growth
- Communicate with customers to inform them of subscription expirations, value of subscriptions, and opportunities to expand subscription
- Maintain accurate, up-to-date, and complete customer information, customer activity, and opportunity details within the CRM
- Collaborate with Manager and Marketing to align outreach strategies and messaging for assigned accounts
- Assist the Customer Support team during peak technical support seasons by addressing customer inquiries, troubleshooting issues, and ensuring a seamless customer experience.
Requirements
- Associates degree
- 1+ years of experience in sales, customer service, implementation, or customer success
- Ability to analyze and present data to support renewal decisions and effectively communicate renewal strategies to stakeholders
- Strong organizational skills with the ability to manage multiple renewal timelines and prioritize based on potential impact
- Demonstrates beginner to basic proficiency in the following essential sales skills: implementation planning, pipeline management, and closing
- Works cooperatively with others, inside and outside CFC, to accomplish objectives and build mutually beneficial partnerships
- Open to change and new information; adapts behavior or work methods to changing needs and environments
- Software Applications: Experienced in MS Excel, PowerPoint, Word, and Outlook
- Experience using CRM systems (Netsuite, Salesforce or similar)
- Ability to travel 1–4 times per year for team meetings and occasionally industry conferences or customer meetings.
Benefits
- We cover 100% of your premiums for medical, dental and vision coverage and 50% for your dependent’s medical and dental premiums
- Retirement plan + company match up to 3%
- A flexible work subsidy: $100 per month that you can use on things like phone and internet costs, office supplies, or even commuting costs
- 16 paid holidays (including winter break and 1 floating holiday), 3 weeks' vacation in your first year, and separate sick leave accrual
- Other great benefits include: monthly contribution to childcare and/or dependent expenses, FSA account, parental leave, sabbatical leave, employee assistance program, annual wellness reimbursement, growth and development opportunities, disability and life insurance.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisrenewal strategyimplementation planningpipeline managementclosing sales
Soft skills
organizational skillscommunicationcollaborationadaptabilitycustomer relationship management
Certifications
Associates degree