Customer Success Specialist
Core
Lead client relationships from onboarding through renewal, serving as the main point of contact to guide clients through processes and keep projects on track.
Role type
Customer Success Specialist
Builds
Client onboarding workflows, automated task flows, and renewal processes
Domain
B2B SaaS / Content Technology
Deliverable
client delivery
Required skills
client relationship management, automation tool proficiency (Zapier/Make), timeline management, CRM system management, issue troubleshooting
Preferred skills
B2B environment familiarity, Zoom presentation skills
Technologies
Zapier, Make, CRM systems, Zoom
Responsibilities
Onboard new clients with structured kickoff calls and milestone planning, Manage timelines and automate task flows using tools like Zapier or Make, Troubleshoot issues quickly and keep delivery running smoothly, Support renewals by consistently delivering a strong client experience
Seniority
Individual Contributor