Customer Success Specialist - Business Information
Core
Help Business Information customers adopt data-driven solutions (reports, scores, monitoring services) and realize lasting value through onboarding, enablement, and usage support.
Role type
Customer Success Specialist (B2B SaaS/Data Solutions)
Builds
Customer adoption, activation, and health for Business Information products
Domain
Financial services / Credit risk / Business Information
Deliverable
product features
Required skills
Customer onboarding, product training, usage analysis, stakeholder coordination, CRM management, risk identification, functional requirements translation
Preferred skills
Knowledge of credit risk/financial data, project management, additional languages
Technologies
CRM, ticketing, reporting tools, APIs
Responsibilities
Lead customer onboarding from handover to go-live; deliver product training and demonstrations; monitor adoption and engagement indicators; handle functional questions and coordinate technical follow-up; gather customer feedback for internal teams; provide adoption insights for account reviews; identify upsell signals; maintain CRM records.
Seniority
Mid-level, hands-on IC
