Customer Success Specialist

Job Description

Key Responsibilities:

• Proactively engage with customers to ensure they achieve their goals and derive maximum value from the product/service
• Identify upsell and cross-sell opportunities by understanding customer needs and pain points
• Build strong relationships with customers and be their advocate within the company
• Collaborate with sales, support, and product teams to deliver an exceptional customer experience
• Develop and implement customer retention strategies, marketing campaigns, and loyalty programs
• Analyze customer data and provide insights to improve products, services, and processes
• Serve as the primary point of contact for assigned customer accounts

Required Skills and Qualifications:

• Excellent problem-solving, communication, and interpersonal skills
• Strong customer service orientation and ability to build relationships
• Attention to detail and organizational skills
• Leadership and self-motivation
• Positive attitude and enthusiasm
• Knowledge of the specific business domain (e.g., financial services, FinTech)
• Experience with CRM systems (e.g., Salesforce), SaaS tools, and automation