As a Customer Success Specialist, you will be the dedicated champion for our foundational Small and

Mid-Sized customer community. You will own a portfolio of 500+ accounts, serving as their primary

guide and advocate to ensure they successfully adopt and thrive on our platform.

This is a high-impact, entry-level position designed for someone who wants to own a book of business

while acting as a key engine for the wider team. You will handle inbound success requests while helping

the entire Customer Success organization scale through operational excellence. It’s a perfect

"launchpad" role: as you help your customers and your team thrive, your career will scale with you

toward a Customer Success Manager position.

How You Will Drive Impact

Customer Ownership and Advocacy

● Own Your Portfolio: Act as the primary point of contact for a dedicated group of 500+

customers, helping them navigate our platform and achieve their goals.

● Support and; Guide: Be the go-to expert for inbound inquiries, providing timely, creative solutions

and celebrating customer wins.

● Proactive Success: Monitor engagement signals to identify and reach out to accounts that would

benefit from your guidance.

Team Enablement & Operations

● Strategic Triage: Support the broader CSM team by resolving foundational inquiries, ensuring

every customer receives a fast and helpful response.

● Renewal Coordination: Assist in team-wide renewal quote preparation and operational

workflows to ensure a seamless experience.

● Growth Operations: Identify and document expansion opportunities within Salesforce to help

drive team-wide growth.

● AI-Enabled Efficiency: Leverage internal systems and AI tools to manage customer engagement

effectively at scale.

● Special Projects: Support the Director of Customer Success with other project needs as they

arise

Why This Role is a Great Fit

● Direct Impact: You aren't just "handling accounts" you are the heartbeat of our customer

community and a vital partner to our senior CSMs.

● Career Growth: We provide a structured path with mentorship to help you transition into a

Customer Success Manager role in a welcoming, friendly and supportive team environment.

● Fast-Paced Learning: You’ll get a front-row seat to the SaaS industry, learning how to manage a

business and drive customer value from day one.

What We Are Looking For

● 2 - 4 years work experience with 2+ years of experience in customer success or customer facing

role, ideally in a SaaS or High Technology environment.

● Outgoing and friendly with exceptional written and verbal communication skills.

● An organized, detail-oriented, and execution-focused mindset.

● Comfortable in a fast paced, high volume, high growth and goal-oriented environment

● Positive outlook and customer service oriented, great team player

● Comfort managing multiple priorities and accounts simultaneously.

● Bachelor’s Degree and minimum GPA of 3.6 (transcripts required)

● Remote - Eastern or Central Time Zone required

● Experience with Salesforce or similar customer success tools is preferred.

Why This Role Matters You will play a critical part in making our organization more responsive and

proactive. By owning these accounts, you directly impact our gross retention and enable the entire team

to scale effectively.

Growth Opportunity This role is a dedicated launchpad into a Customer Success Manager position. As

you drive retention and engagement, your level of ownership and responsibility will expand, directly

supporting your professional growth.