Customer Success Specialist

Rightworks

Customer Success Specialist at Rightworks managing customer interactions, ensuring satisfaction, and identifying growth opportunities. Collaborating with Sales and Support teams to enhance user experience.

Posted 6/13/2026full-timeRemote • Alaska, California, Hawaii • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $53,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Answer inbound customer calls and requests related to account management, product usage, service changes, and expansion opportunities
Develop an understanding of each customer’s business, goals, and current solutions to provide informed and relevant guidance
Resolve straightforward account and sales-related requests directly; coordinate warm transfers or meetings with Customer Success Managers, Account Executives, or Technical Support as needed
Recommend relevant upgrades, add-ons, and services that align with customer needs and drive additional value
Support customer adoption and success by reinforcing best practices, available services, and next steps
Accurately submit and process orders using pricing tools, product documentation, and internal systems
Collaborate cross-functionally with Sales, Success, Support, Finance, and Product teams to resolve customer issues efficiently
Meet or exceed defined productivity, quality, and customer satisfaction metrics
Provide internal feedback and recommendations based on recurring customer insights and trends
Participate in team initiatives, documentation improvements, and process enhancements as assigned
Work on projects/out of scope company efforts as needed
Provide coverage for Customer Success Managers as needed

Requirements

What you’ll need

1–3 years of experience in a customer-facing role such as Customer Success, Sales Support, Account Management, or Technical Support
Comfort managing a high-volume inbound interaction environment (calls, tickets, or chats)
Strong customer-centric mindset with the ability to manage questions, requests, and escalations calmly and professionally
Technical aptitude and ability to learn and explain software, cloud, and managed service offerings
Experience or familiarity with Intuit products (e.g., QuickBooks), Microsoft 365, or managed IT/security services preferred
Ability to identify customer needs, uncover growth opportunities, and position appropriate solutions

Benefits

Comp & perks

Company-paid short and long-term disability insurance
Life insurance
Generous 401K match
Highly affordable medical coverage
Dental coverage
Vision coverage
Flexible PTO
Numerous paid holidays
Paid volunteer time off

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

account managementcustomer successsales supporttechnical supportorder processingproduct documentationpricing toolscloud servicesmanaged servicessoftware explanation

Soft Skills

customer-centric mindsetcalm communicationprofessionalismproblem-solvingcollaborationfeedback provisionadaptabilityinitiativetime managementinterpersonal skills