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Client Success Specialist
2 months ago
Position Overview
The Client Success Specialist role is a key position within our organization, responsible for ensuring the success of our clients through effective onboarding, support, and relationship-building.
Key Responsibilities
- Host onboarding calls to educate clients on our value proposition and provide Q&A support.
- Manage client conversations to ensure engagement and leverage membership.
- Respond to inbound requests from clients and provide timely support.
- Assist in preparing key client interactions by collecting and consolidating background information.
- Work cross-functionally with Sales to ensure accurate account details and contact information.
- Identify potential upsell and cross-sell opportunities and transition to Sales Executives.
- Stay up-to-date on product knowledge to provide expert support.
- Manage client engagement and health, including scheduling onboarding calls and executing lifecycle programs.
Requirements
- Bachelor's degree, preferred.
- 1+ years of experience in SaaS-based customer onboarding and success management.
- Experience working in the IT Research and Advisory market, preferred.
Skills
- Internal and external communication: able to deliver the Info-Tech value proposition to clients.
- Planning & Organization: set daily schedules, plan and prioritize tasks, and schedule calls and follow-ups.
- Goal setting: sets own goals around conversations and takes ownership of performance.
- Active listening: able to identify client needs and ask great questions.
Info-Tech Research Group is an equal opportunity employer committed to diversity and inclusion and does not discriminate on the basis of any legally protected status or characteristic. We are pleased to consider all qualified applicants and will ensure, to the extent possible, that accommodation be made available to applicants throughout the recruitment and hiring process.