In this role you'll be at the forefront of the customer success process, making a huge and direct contribution to our success. As our Customer Success Specialist, you will not only be building business relationships, but you will be our brand advocate. You should be passionate about helping hard-working people, love learning and teaching new technology, and have a strong work ethic.
As a Customer Success Specialist at FieldPulse, your mission is to ensure customers achieve meaningful outcomes and continue to grow with us. You will manage a scaled book of business, helping customers adopt the right features, solve business challenges, and realize the full value of FieldPulse. You are responsible for retention and expansion across your portfolio by delivering outcomes that create value and build trust.
Where You'll Work:
- In-office at our headquarters in Dallas, TX.
- You’ll be right in the heart of the action, surrounded by a team of passionate, high-energy individuals who thrive in a collaborative, fast-paced environment.
What You'll Do:
- Drive Customer Outcomes: Understand each customer’s goals, workflows, and success criteria Align FieldPulse functionality to deliver tangible results. Proactively track and reinforce progress toward those outcomes.
- Engage Strategically at Scale: Manage a book of 100 to 250 customers with a mix of digital and human engagement. Use customer health, usage data, and lifecycle to prioritize touchpoints. Deliver timely, personalized insights and recommendations that support value realization
- Foster Retention and Growth: Own renewals and identify expansion opportunities based on product fit and usage trends. Recommend upsell and cross-sell options that address real customer needs.
- Act as a Trusted Advisor: Serve as a trusted partner by offering product expertise and practical guidance. Lead customer check-ins, value conversations, and workflow strategy discussions. Advocate for customer needs internally by capturing and sharing relevant feedback.
- Operate with a Revenue and Results Mindset: Take ownership of Net Revenue Retention and churn mitigation across your portfolio. Focus on driving customer outcomes that directly impact retention and growth metrics
What We’re Looking For:
- At least 1-2 years of experience in a customer-facing role in a high-engagement environment.
- Exceptional communication skills, with the ability to clearly articulate complex ideas and concepts.
- Strong follow-up skills, ensuring that customer needs and expectations are consistently met.
- Demonstrated project management experience, with the ability to lead and manage multiple projects simultaneously.
- Ability to work in a fast-paced, dynamic environment.
- Strong problem-solving skills, with a proactive and solutions-oriented mindset.
Preferred Qualifications:
- Experience working for an early-stage SaaS company.
- Familiarity with customer success methodologies and best practices.
- Ability to thrive in a fast-paced, dynamic environment.
What We Offer:
- Impactful, Fast-Paced Startup Culture: Work on exciting projects that truly move the needle.
- Lunches Provided Monday–Friday: Delicious meals on us to fuel your day.
- Comprehensive Health Coverage: Medical insurance, plus dental & vision benefits to keep you covered.
Health & Wellness Perks: Memberships to keep you feeling your best. - 401(k) Plan: Secure your future while you grow with us.
- Clear Path for Growth: Transparent career progression, professional development, and promotion opportunities.
- Paid Parental Leave: Support for you and your family when it matters most.
Skills Required
- At least 1–2 years of experience in a customer-facing role in a high-engagement environment
- Exceptional communication skills and ability to articulate complex ideas clearly
- Strong follow-up skills to consistently meet customer needs and expectations
- Demonstrated project management experience managing multiple projects simultaneously
- Ability to work in a fast-paced, dynamic environment
- Strong problem-solving skills with a proactive, solutions-oriented mindset
- Experience working for an early-stage SaaS company
- Familiarity with customer success methodologies and best practices
FieldPulse Compensation & Benefits Highlights
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Healthcare Strength — Core medical, dental, and vision insurance are consistently listed, alongside HSA/FSA and dependent‑care options. Public materials present these as standard inclusions across roles.
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Leave & Time Off Breadth — Company profiles highlight generous PTO, paid sick time, and paid parental leave, with multiple postings explicitly calling out parental leave. The offering is positioned to support work‑life balance.
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Wellbeing & Lifestyle Benefits — Dallas HQ roles emphasize daily free lunches, on‑site perks, wellness memberships or fitness stipends, and regular company events. Listings also describe a pet‑friendly, in‑person environment that adds everyday value.
FieldPulse Insights
What We Do
Trusted by thousands of service businesses, FieldPulse is an all-in-one platform that gets your entire field service team on the same page, across the office and the field, so that time is focused on growing the business and serving customers. Built with customization at the center, FieldPulse is the only service management software that adapts to the unique ways each service business manages their workflows. Backed by award-winning customer support, FieldPulse is the business partner contractors trust to simplify their operations and power growth. FieldPulse puts essential features like scheduling, estimates, invoices, payments, customer management, and job management into one platform and helps you scale while maintaining consistency across processes and service quality. As your business grows, opt in to advanced features for larger, more complex business types like custom reporting, inventory management, pricebook, Operator AI and more. Explore all features or get a demo at fieldpulse.com
Why Work With Us
FieldPulse was founded in 2015 and recently raised a $50 million Series C funding round in 2025. FieldPulse was named on the 2025 Inc. 5000 list of fastest growing private companies and has also been named Best Place to Work in Dallas by the Dallas Morning News.
FieldPulse Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
