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Customer Success Specialist

The broad responsibility will be to understand the client objectives, build custom workflows, and make thoughtful recommendations to solve problems promptly and comprehensively. Build an in-depth understanding of the client’s proprietary software. Design and create appropriate process documentation for specific clients or workflows and also lead calls/meetings to on-board new customers on the platform.

The broad responsibility will be to understand the client objectives, build custom workflows, and make thoughtful recommendations to solve problems promptly and comprehensively.
  • Build an in-depth understanding of the client’s proprietary software. This would involve attending on-site training in the client’s premises as well as distance-learning sessions.
  • Understand customer needs and suggest best-in-class project management methodologies, planning tools and collaboration workflows.
  • Design and create appropriate process documentation for specific clients or workflows.
  • Lead calls/meetings to on-board new customers on the platform. This would involve working directly with senior customer stakeholders to on-board new users/teams, deploy and explain the platform’s features, respond to questions, and roll out best practice.
  • Lead/conduct training sessions on phone, chat, video conference, etc.
  • Proactively maintain customer information and build custom reporting to track and identify customer progress.

Skills

  • Undergraduate degree from a reputed university.
  • 3+ years of experience with at least 1 year in a “Deployment Consultant” or a “Customer Success” role.
  • Strong understanding of various project management methodologies (Agile, Scrum, Waterfall, etc.)
  • Hands-on experience in a project management role will be a huge plus
  • Certification like PMP will be a plus
  • Excellent problem solving skills
  • Fluent communication skills and comfort engaging with senior client stakeholders on phone/video
  • Proficient in multitasking and managing conflicting priorities with limited oversight.
 

BENEFITS

Health, vision, dental, 401k, PTO and tuition discount
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