Customer Success Specialist
Core
Manages customer and vendor onboarding, portal setup, billing, issue resolution, and retention for B2B SaaS clients.
Role type
Customer Success Specialist
Builds
Digital workforce compliance platform
Domain
B2B SaaS / Workforce Compliance
Deliverable
product features
Required skills
Customer onboarding, CRM management, data analysis, training delivery, renewal management, stakeholder communication, conflict resolution, project management support
Preferred skills
B2B business model exposure, IT/tech industry experience, cross-functional collaboration, product training delivery
Technologies
CRM tools, data analysis platforms, communication platforms
Responsibilities
Manage efficient customer and vendor onboarding including portal setup and billing; Ensure portal functionality and worker mobilisation; Provide prompt support for onboarding and feature queries; Conduct training sessions; Manage renewals, collections, and retention strategies; Maintain CRM data and analyse engagement for targeted marketing; Assist Implementation Team with vendor onboarding and communicate NPS feedback; Coordinate with Lead Customer Success Manager to align onboarding with customer needs; Take ownership of owner clients' onboarding, engagement, renewal, and retention; Support Customer Success Managers on project management.