Customer Success Specialist

About the job

Role Overview

Our client is seeking a Customer Success Specialist to support our Associations and Nonprofit clients. This role is responsible for ensuring customer satisfaction, adoption, and retention by acting as a trusted partner to clients throughout their lifecycle with solutions.

Key Responsibilities

• Serve as the primary point of contact for assigned association and nonprofit clients
• Onboard new clients and ensure smooth implementation of services
• Build strong, long-term relationships to drive customer satisfaction and retention
• Proactively monitor client health, usage, and engagement
• Provide product guidance, training, and best-practice recommendations
• Coordinate with internal teams (Sales, Product, Support, and Technology) to resolve issues and escalate when needed
• Identify upsell, cross-sell, and renewal opportunities and collaborate with Sales where appropriate
• Gather client feedback and share insights with internal stakeholders
• Ensure timely issue resolution and maintain high service standards
• Travel to networking events and trade shows as per business needs

Qualifications & Skills

• Experience in Customer Success, Account Management, or Client Services
• Prior experience working with associations or nonprofit organizations is highly preferred
• Knowledge of Salesforce ecosystem strongly preferred
• Strong communication and relationship management skills
• Ability to manage multiple clients and priorities simultaneously
• Problem-solving mindset with a customer-first approach
• Comfortable working with CRM and customer engagement tools

What We Offer

• Collaborative, growth-oriented culture
• Competitive compensation with performance-based incentives
• Exposure to cutting-edge education technology and innovation
• Additional benefits may include health, dental, vision, retirement plan options, and paid time off.