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Customer Success Specialist
LevelUp - WordPress Technical Support & OutsourcingCustomer Success Specialist managing client relationships and renewals for a tech outsourcing agency. Collaborating with internal teams to enhance customer retention and satisfaction in a high-volume environment.
About the role
Key responsibilities & impact- Take ownership of the end-to-end renewal process for assigned high-volume accounts, guaranteeing timely contract execution and sustaining a high Gross Revenue Retention (GRR).
- Administer the customer relationship, including processing amendments, addressing billing inquiries, and ensuring CRM data accuracy.
- Evaluate, process, and accurately execute customer downgrade requests in accordance with company policy, ensuring retention risks are identified, documented, and managed through internal escalation or value-based discussions.
- Contribute to special projects and customer-centric initiatives, such as targeted campaigns, process pilots, and operational programs aimed at boosting retention and efficiency.
- Lead customer calls and virtual meetings to facilitate commercial execution and address customer requirements throughout the renewal and retention lifecycle.
- Collaborate daily with a team of Customer Success Managers (CSMs) to deliver a seamless, unified customer experience.
- Serve as the primary point of contact for commercial escalations within your squad, partnering with Finance and Legal departments to overcome renewal obstacles.
- Maintain impeccable CRM hygiene by updating renewal dates, contact information, and commercial notes in real-time to enable accurate executive forecasting.
- Proactively identify bottlenecks within the high-volume renewal workflow and recommend automation or process enhancements to elevate squad efficiency.
- Drive relentless execution to meet and exceed team-based KPIs, including Net Revenue Retention (NRR), On-Time Renewal Rate, and Task Completion Speed.
Requirements
What you’ll need- 1 to 2 years of proven experience in a customer-facing role, such as Account Management, Sales, Support, or Customer Success.
- Demonstrated expertise in handling customer retention and managing escalations.
- Strong comfort level and confidence in conducting live customer calls and virtual meetings.
- Exceptional written and verbal English communication skills, with the ability to manage high-volume email and chat correspondence displaying professional "Executive Presence."
- Strict adherence to scheduled working hours aligned with North America Central Time.
- Prior experience in Customer Success and a B2B SaaS or tech environment is highly preferred.
- Proficiency with CRM tools (e.g., Salesforce) and Customer Success platforms (e.g., Gainsight) is preferred.
- Strong working knowledge of Google Workspace (G Suite).
- A proactive, can-do attitude combined with a strong team-oriented, supportive approach.
- Genuine passion for problem-solving, customer experience, continuous learning, and self-improvement.
Benefits
Comp & perks- Equipment provided
- 13th month pay
- HMO
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 retentionescalation managementcontract executionCRM data accuracyprocess enhancementKPI managementNet Revenue Retention (NRR)On-Time Renewal RateTask Completion Speed
Soft Skills
communication skillsteam-orientedproblem-solvingcustomer experienceproactive attitudeexecutive presencesupportive approachcontinuous learningself-improvement