Wellspring Worldwide

Customer Success Associate

Wellspring Worldwide

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Assist new customers with onboarding, platform setup, and user training to ensure a smooth start.
  • Educate customers on product features, updates, and best practices to maximize value and adoption.
  • Track customer usage and engagement to identify risks, opportunities, and areas for improvement.
  • Serve as primary point of contact for assigned customers, responding promptly to inquiries and requests.
  • Monitor customer satisfaction, gather feedback, and proactively address concerns to support retention.
  • Maintain accurate records of customer interactions, account status, and feedback in CRM and success tools.
  • Work with Sales, Support, and Product teams to troubleshoot issues and escalate them when necessary.
  • Support renewal processes and help identify potential upsell or cross-sell opportunities.
  • Provide data and materials for customer success plans and participate in internal or customer-facing reviews as needed.
  • Promote customer awareness of new features, enhancements, and recommended workflows.

Requirements

  • Bachelor’s degree preferred, or equivalent work experience in customer service or a related field
  • Strong communication and interpersonal skills with the ability to build positive customer relationships
  • Excellent problem-solving abilities and attention to detail
  • Ability to prioritize tasks in a fast-paced, dynamic environment
  • Enthusiastic, self-motivated, and eager to learn
  • Familiarity with SaaS applications or enterprise customer environments
  • Experience using CRM or customer success tools (e.g., Salesforce, HubSpot, Gainsight)
  • Exposure to customer onboarding, support, or training activities
Benefits
  • Health insurance
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
customer onboardingcustomer trainingcustomer engagement trackingproblem-solvingattention to detailtask prioritization
Soft Skills
communication skillsinterpersonal skillsrelationship buildingself-motivationenthusiasmadaptability