Customer Success Specialist

Reposted 23 Days Ago
Be an Early Applicant
Mexico, Cuauhtémoc, Mexico City, MEX
Hybrid
Entry level
Fintech • Software • Financial Services
The Role
The Customer Success Specialist engages with customers throughout their lifecycle, ensuring effective adoption of solutions, monitoring customer health, and driving revenue growth through product usage. They also advocate for customers by providing feedback to management and establishing strong relationships.
Summary Generated by Built In
  • Involvement in every stage of the customer lifecycle from the moment the contract is secured, through successful onboarding/implementation, and onwards.
  • Actively engage and support customers to ensure they are leveraging the purchased solutions effectively and finding value in our services.
  • Continuous monitoring of customer health to better inform account management and expansion strategy.
  • Drive upgrade revenue through increased product adoption and increased usage.
  • Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes.
  • Be a customer advocate while capturing customer feedback and reporting requests to Product Management and Development.
  • Establish a trusted and strategic advisor relationship and drive continued value of our products and services.
  • Spur customer account growth through deep knowledge of the product/service and the customers’ needs by making logical expansion recommendations.
  • Communicate effectively with customer senior-level management to understand customer needs to maximize customer retention and expansion.

Skills Required

  • Experience in customer success or account management
  • Strong communication skills
  • Ability to analyze customer needs
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The Company
HQ: Teaneck, NJ
418 Employees
Year Founded: 2016

What We Do

Data, platforms and technology to transform processes and improve your B2B business decision globally.

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