Customer Success Specialist | Housing
Core
Support customer success team to drive onboarding, engagement, and retention for housing and healthcare clients using data and product expertise.
Role type
Customer Success Specialist (IC)
Builds
Customer onboarding, engagement initiatives, and retention strategies for SaaS platform
Domain
SaaS / Housing / Healthcare
Deliverable
product features
Required skills
Customer success operations, data analysis, cross-functional collaboration, webinar facilitation, process improvement
Preferred skills
SaaS, real estate, or healthcare industry experience, familiarity with PlanHat/Zendesk/Slack
Technologies
PlanHat, Zendesk, Slack
Responsibilities
Partner with CSMs to onboard customers and align on goals; Develop deep platform knowledge to guide customers; Monitor usage data and health metrics to identify risks; Host onboarding webinars and training sessions; Collaborate with Product, Support, and Sales to troubleshoot issues; Recommend process improvements to increase efficiency; Contribute to CS strategy by identifying patterns and scalable practices
Seniority
Junior to Mid-level, hands-on IC
