NPursuit Career Partners
Job Description
Summary:
The Customer Success Specialist serves as the primary advocate for a portfolio of clients, driving seamless onboarding, sustained engagement, and long-term success. This role is critical in building trusted, outcome-focused relationships that align client goals with platform capabilities. By proactively monitoring account health, identifying risks and growth opportunities, and collaborating across cross-functional teams, the Specialist ensures high satisfaction, retention, and expansion. Ideal for a self-motivated, empathetic professional, this position thrives in a remote-first culture and offers the opportunity to directly impact customer outcomes and business growth.
Responsibilities:
Act as the main point of contact for assigned clients, cultivating strong, long-term relationships built on trust and value delivery. Lead end-to-end customer onboarding, including planning kickoff sessions, delivering platform walkthroughs, and conducting post-onboarding check-ins. Provide timely, accurate, and professional support via email, phone, and virtual meetings, resolving inquiries with a focus on customer outcomes. Track and analyze customer engagement metrics to detect churn risks, identify upsell/cross-sell opportunities, and inform strategic interventions. Collaborate with internal teams-technical support, sales, product, and operations-to resolve issues, align priorities, and ensure cohesive client experiences. Maintain comprehensive and up-to-date records of all customer interactions, escalations, and resolutions in $. Prepare regular account health reports, trend analyses, and feedback summaries for leadership and cross-functional stakeholders. Contribute to the continuous improvement of customer-facing materials, knowledge bases, onboarding playbooks, and support resources. Requirements
2+ years of experience in customer success, account management, client services, or customer support (B2B preferred). Outstanding written and verbal communication skills with the ability to tailor messaging for diverse audiences. Proficiency with CRM systems (e.g., Salesforce, HubSpot, Zoho), ticketing platforms, and virtual collaboration tools (e.g., Zoom, Slack). Highly organized with strong time management skills and the ability to manage multiple accounts and priorities efficiently. Proactive problem-solver with a ownership mindset-comfortable driving issues to resolution independently. Experience in workforce development, training, staffing, HR, or recruiting is a strong plus. Proven success working in fully remote or distributed environments. Familiarity with data-driven decision-making and reporting tools (e.g., Google Sheets, Excel, Tableau). Benefits
Competitive salary and performance-based incentives Comprehensive health, dental, and vision insurance 401(k) plan with employer match Generous paid time off (PTO) and company holidays Flexible work schedule with remote-first policy Professional development stipend for courses, certifications, and conferences Wellness benefits including mental health support and fitness reimbursements Annual team retreats and virtual engagement events Career growth opportunities within a fast-paced, mission-driven organization
The Customer Success Specialist serves as the primary advocate for a portfolio of clients, driving seamless onboarding, sustained engagement, and long-term success. This role is critical in building trusted, outcome-focused relationships that align client goals with platform capabilities. By proactively monitoring account health, identifying risks and growth opportunities, and collaborating across cross-functional teams, the Specialist ensures high satisfaction, retention, and expansion. Ideal for a self-motivated, empathetic professional, this position thrives in a remote-first culture and offers the opportunity to directly impact customer outcomes and business growth.
Responsibilities:
Act as the main point of contact for assigned clients, cultivating strong, long-term relationships built on trust and value delivery. Lead end-to-end customer onboarding, including planning kickoff sessions, delivering platform walkthroughs, and conducting post-onboarding check-ins. Provide timely, accurate, and professional support via email, phone, and virtual meetings, resolving inquiries with a focus on customer outcomes. Track and analyze customer engagement metrics to detect churn risks, identify upsell/cross-sell opportunities, and inform strategic interventions. Collaborate with internal teams-technical support, sales, product, and operations-to resolve issues, align priorities, and ensure cohesive client experiences. Maintain comprehensive and up-to-date records of all customer interactions, escalations, and resolutions in $. Prepare regular account health reports, trend analyses, and feedback summaries for leadership and cross-functional stakeholders. Contribute to the continuous improvement of customer-facing materials, knowledge bases, onboarding playbooks, and support resources. Requirements
2+ years of experience in customer success, account management, client services, or customer support (B2B preferred). Outstanding written and verbal communication skills with the ability to tailor messaging for diverse audiences. Proficiency with CRM systems (e.g., Salesforce, HubSpot, Zoho), ticketing platforms, and virtual collaboration tools (e.g., Zoom, Slack). Highly organized with strong time management skills and the ability to manage multiple accounts and priorities efficiently. Proactive problem-solver with a ownership mindset-comfortable driving issues to resolution independently. Experience in workforce development, training, staffing, HR, or recruiting is a strong plus. Proven success working in fully remote or distributed environments. Familiarity with data-driven decision-making and reporting tools (e.g., Google Sheets, Excel, Tableau). Benefits
Competitive salary and performance-based incentives Comprehensive health, dental, and vision insurance 401(k) plan with employer match Generous paid time off (PTO) and company holidays Flexible work schedule with remote-first policy Professional development stipend for courses, certifications, and conferences Wellness benefits including mental health support and fitness reimbursements Annual team retreats and virtual engagement events Career growth opportunities within a fast-paced, mission-driven organization