PreVeil

Customer Success Specialist

PreVeil

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Own Your Portfolio: Act as the primary point of contact for a dedicated group of 500+ customers, helping them navigate our platform and achieve their goals.
  • Support and; Guide: Be the go-to expert for inbound inquiries, providing timely, creative solutions and celebrating customer wins.
  • Proactive Success: Monitor engagement signals to identify and reach out to accounts that would benefit from your guidance.
  • Strategic Triage: Support the broader CSM team by resolving foundational inquiries, ensuring every customer receives a fast and helpful response.
  • Renewal Coordination: Assist in team-wide renewal quote preparation and operational workflows to ensure a seamless experience.
  • Growth Operations: Identify and document expansion opportunities within Salesforce to help drive team-wide growth.
  • AI-Enabled Efficiency: Leverage internal systems and AI tools to manage customer engagement effectively at scale.
  • Special Projects: Support the Director of Customer Success with other project needs as they arise.

Requirements

  • 2 - 4 years work experience with 2+ years of experience in customer success or customer facing role, ideally in a SaaS or High Technology environment.
  • Outgoing and friendly with exceptional written and verbal communication skills.
  • An organized, detail-oriented, and execution-focused mindset.
  • Comfortable in a fast paced, high volume, high growth and goal-oriented environment.
  • Positive outlook and customer service oriented, great team player.
  • Comfort managing multiple priorities and accounts simultaneously.
  • Bachelor’s Degree and minimum GPA of 3.6 (transcripts required).
  • Experience with Salesforce or similar customer success tools is preferred.
Benefits
  • Career Growth: We provide a structured path with mentorship to help you transition into a Customer Success Manager role in a welcoming, friendly and supportive team environment.
  • Fast-Paced Learning: You’ll get a front-row seat to the SaaS industry, learning how to manage a business and drive customer value from day one.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer successcustomer engagementrenewal coordinationexpansion opportunitiesproject management
Soft Skills
communication skillsorganizational skillsdetail-orientedexecution-focusedteam playerpositive outlookcustomer service orientation
Certifications
Bachelor’s Degree