Job Description

We are seeking a dedicated Customer Success Specialist to support our sales team and ensure a seamless experience for clients throughout their lifecycle. This role is ideal for a driven, detail-oriented individual with a customer-centric approach who thrives in a collaborative and fast-paced environment.

Key Responsibilities:

Oversee the sales pipeline, track progress, and update activities in the company’s CRM, ensuring timely follow-ups and data accuracy.
Develop and maintain strong relationships with prospective and existing clients, ensuring consistent engagement and satisfaction.
Conduct research on market trends and competitors to provide insights that enhance customer engagement and product positioning.
Assist in creating and preparing sales presentations and materials, highlighting the company’s value proposition.
Manage customer onboarding processes, address inquiries, resolve issues, and coordinate with the accounting team on invoicing and collections for a streamlined experience.
Capture and communicate client feedback to sales and product development teams, driving new business opportunities and informing product strategies.
Partner with cross-functional teams to align on best practices, streamline processes, and enhance training efforts across business units.

Skills & Qualifications:

Strong organizational skills with the ability to manage multiple projects and prioritize effectively.
Excellent communication and interpersonal skills, focused on delivering exceptional customer service.
Proficiency in Microsoft Excel and PowerPoint; experience with Adobe Acrobat Pro is a plus.
Background in marketing, sales, or customer service within a product-focused environment preferred.
Detail-oriented and proactive, with a collaborative approach and entrepreneurial mindset.
Fluent in English; Spanish proficiency is preferred but not required.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits: