Client Success Specialist
Core
Frontline operational role processing and validating client and vendor lead criteria disputes to balance vendor experience with revenue protection.
Role type
Senior IC operations specialist (refund operations)
Builds
G2's software marketplace platform
Domain
B2B SaaS / Software Marketplace
Deliverable
dashboards & analysis
Required skills
ticketing platforms, CRM infrastructure, data entry, data verification, problem-solving, written communication, verbal communication
Preferred skills
B2B SaaS environment, B2B marketing personas, digital acquisition cycles, lead validation metrics, AI-assisted communication tools, corporate credit processes, billing systems, financial reconciliation
Technologies
Freshdesk, Zendesk, Salesforce, Jira
Responsibilities
Manage high-volume customer and vendor lead quality disputes within the Refund Operations queue, Identify recurring lead quality trends and process bottlenecks, Partner with Account Management to balance vendor satisfaction with revenue protection, Collaborate with Quality Assurance during refund reviews, Work with Advisor teams to resolve vendor issues and prevent revenue loss, Maintain zero-discrepancy data verification standards across tracking systems
Seniority
Mid-level, hands-on IC (via careerplan.io/jobs/1ed219d6-1633-4e83-9a58-2f4c08b3adb0-client-success-specialist-at-g2)