client success specialist

Inteliqo

<div>
 
 
 Job Summary
 
 
 
 
 
 
 We are seeking a highly motivated and customer-focused Client Success Specialist to join our team. In this role, you will be the primary point of contact for our clients post-sale, ensuring they have a seamless onboarding experience, receive ongoing support, and achieve maximum value from our products/services. Your goal is to drive client satisfaction, retention, and growth through proactive relationship management.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 &bull; Serve as the main liaison between clients and internal teams, ensuring clear communication and expectations.
 
 
 &bull; Guide clients through onboarding and implementation, tailoring processes to their specific needs.
 
 
 &bull; Develop a deep understanding of clients&rsquo; business objectives and help them achieve success using our solutions.
 
 
 &bull; Monitor account health and proactively identify and address issues that could impact satisfaction or retention.
 
 
 &bull; Collaborate with Sales, Product, and Support teams to advocate for client needs and share feedback.
 
 
 &bull; Conduct regular check-ins, QBRs (Quarterly Business Reviews), and training sessions with clients.
 
 
 &bull; Track client engagement and usage metrics to identify upsell or expansion opportunities.
 
 
 &bull; Maintain accurate records of client interactions and activity in CRM systems (e.g., Salesforce, HubSpot, etc.).
 
 
 
 
 
 
 Qualifications
 
 
 
 
 
 
 &bull; Bachelor&rsquo;s degree in Business, Marketing, Communications, or related field.
 
 
 &bull; 2+ years of experience in a client-facing role (Customer Success, Account Management, or similar).
 
 
 &bull; Strong communication, interpersonal, and problem-solving skills.
 
 
 &bull; Tech-savvy with the ability to quickly learn new tools and software.
 
 
 &bull; Experience with CRM systems and customer success platforms is a plus.
 
 
 &bull; Detail-oriented and highly organized with excellent time management.
 
 
 &bull; Empathetic and customer-centric mindset with a proactive approach.
 
 
 
 
 
 
 Location
 
 : JoharTown (ON-SITE)
 
 
 
 Timing
 
 : 7pm - 4am
 
</div>

Client Success Specialist

Stackworx

Are you an experienced appointment setter or customer engagement professional with a passion for creating great customer experiences? We&rsquo;re expanding our Home Improvement operation in Lahore and looking for a talented Customer Success Specialist to join our growing team.As the Customer Success Specialist, you&rsquo;ll be responsible for managing client interactions, setting and confirming appointments, and ensuring every customer enjoys a smooth and professional experience. Your role will directly support the sales team and contribute to our overall success.What You&rsquo;ll Do<ul><li>Set and confirm in-home appointments with qualified leads from marketing efforts</li><li>Ensure appointment details are accurate and shared with the sales team</li><li>Follow communication scripts with professionalism and empathy</li><li>Adapt strategies to meet local market needs</li><li>Provide a friendly, solution-focused experience to all customers</li><li>Track and report performance metrics related to appointments and confirmations</li></ul>What We&rsquo;re Looking For<ul><li>1-2 years of experience in home improvement appointment setting, customer coordination, or customer engagement</li><li>Excellent communication skills and a customer-first attitude</li><li>Highly organized, proactive, and comfortable in a fast-paced environment</li><li>Strong attention to detail and ability to follow structured processes</li><li>Familiarity with CRM systems, scheduling tools, or call tracking software is preferred</li></ul>Job Type: Full-timePay: Rs80,000.00 - Rs100,000.00 per monthApplication Question(s):<ul><li>How many years of experience do you have in Customer Success or a similar client-facing role?</li></ul>Language:<ul><li>English (Required)</li></ul>Work Location: Remote

Customer Success Specialist

A4 Accountant

A4Accountant is seeking a Customer Success Specialist for a virtual immigration law firm based in New Jersey, proudly serving clients across the United States and internationally. We are committed to providing reliable, compassionate services to fellow immigrants, helping them secure lawful status, citizenship, and peace of mind, without fear of deportation or abusive relationships.OverviewWe see client relationships as partnerships built on trust, empathy, and exceptional service&mdash;not just transactions.In this role within our Client Success Department, you will directly impact the lives of immigrants by using your knowledge of immigration law (from past paralegal or client-facing work), consultative skills, and empathy to guide clients through their journey with our firm. You will serve as the primary point of contact for prospective and current clients (via phone and video), educate them about their options, help them find clarity, and ensure a seamless experience from initial inquiry through case completion.This role blends client advocacy and relationship management&mdash;a critical bridge between individuals seeking help and our legal team who serves them.Key Responsibilities<ul><li>Conduct meetings with prospective new clients (PNCs) via phone and video, guiding them toward clarity and consultation enrolment.</li><li>Follow up with PNCs who initially declined and with current clients for quality control calls and satisfaction interviews.</li><li>Keep detailed, accurate notes in the firm's CRM/database, documenting all client contacts before, during, and after meetings, including follow-ups.</li><li>Facilitate a professional handoff to the legal team once an engagement is signed and open the client file.</li><li>Manage the welcome process for new clients and ensure smooth onboarding.</li><li>Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case.</li><li>Meet regularly with team members to review performance metrics, client satisfaction goals, and engagement quality.</li><li>Track and maintain records regarding client touchpoints and case progress.</li><li>Assist in organizing case filing systems, ensuring documents are properly categorized and accessible.</li><li>Actively engage with management on client feedback and service improvements, offering insights from your front-line experience.</li><li>Perform other administrative duties as assigned.</li></ul>Qualifications<ul><li>Proven experience in client success, account management, or client-facing roles in professional services (legal, financial, or similar industries preferred).</li><li>Prior experience in immigration intake, paralegal work, or legal client services is highly valued.</li><li>Strong ability to empathize with clients facing challenging, personal situations.</li><li>Embraces metrics, accountability, and transparency.</li><li>Excellent interpersonal and communication skills across phone, video, and email.</li><li>Strong organizational and time-management skills.</li><li>Lifelong learner with a proven record of self-improvement and client relationship development.</li><li>Exceptional ability to build rapport, identify client needs, and provide appropriate guidance.</li><li>Must thrive in a client-facing, service-oriented role&mdash;references required.</li></ul>Why Join Us?<ul><li>Competitive compensation with base salary + commission/bonuses (monthly, quarterly, annual).</li><li>Flexible work/life balance.</li><li>Supportive, diverse, and inclusive culture.</li><li>Paid Time Off.</li><li>A collaborative team driven by impact, purpose, and client care.</li></ul>Equal Opportunity StatementA4Accountant is an equal opportunity employer committed to diversity, inclusion, and fair hiring practices. Applicants are considered without regard to race, sex, sexual orientation, gender identity, religion, national origin, age, disability, or other legally protected characteristics.Background and references required.Job Type: Full-timePay: Rs100,000.00 - Rs150,000.00 per monthAbility to commute/relocate:<ul><li>Lahore (54940): Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Work Location: In person

Truck it in

<div><div><div>About the role</div><div> 
We are in search of a Customer Success Specialist who will serve as the primary point of contact for clients, ensuring their inquiries and technical issues are resolved efficiently. This role focuses on enhancing client satisfaction and maintaining long-term relationships.</div> 
What You Will Do: 
<ul><li><div>Handle incoming calls, emails, and chat inquiries from Clients, providing accurate information and timely technical assistance.</div></li> 
<li><div>Basic understanding of our product to troubleshoot Clients&rsquo; issues.</div></li> 
<li><div>Accurately document, track, and monitor Clients&rsquo; issues to guarantee prompt resolution and high service quality.</div></li> 
<li><div>Manage and prioritize multiple Clients&rsquo; requests to deliver a seamless Client experience.</div></li> 
<li>Collaborate with cross-functional teams to share client insights, feedback, and updates, ensuring alignment across departments for consistent service delivery.</li> 
</ul>What We Are Looking For: 
<ul><li><div>Excellent verbal and written communication skills in English, with the ability to explain technical information clearly and professionally.</div></li> 
<li><div>Up to 2 years of experience in technical Client service or helpdesk support, with a strong passion for helping clients and solving problems.</div></li> 
<li><div>Proficiency with website and CRM applications, along with a solid working knowledge of Microsoft Office tools.</div></li> 
<li><div>Ability to remain calm under pressure, troubleshoot effectively, and manage multiple client requests simultaneously.</div></li> 
<li><div>Proven ability to track, resolve, and follow up on Clients&rsquo; issues while maintaining confidentiality and professionalism at all times.</div></li> 
<li>Prior experience in software sales and support, banking, medical billing, and insurance industries will be preferred.</li> 
</ul><div>How We&rsquo;ll Support You:</div> 
<div></div> 
<div>We are committed to supporting you by providing ample opportunities and competitive compensation for your professional development and career advancement. Our dynamic and inclusive work environment fosters collaboration, innovation, and mutual respect. We are committed to providing equal employment opportunities and are excited to hear from you. Join us in this exciting journey as we change gears and disrupt the logistics landscape in Asia.</div></div></div>

My Tutor Source (MTS)

Job Title: Customer Success Specialist Location: DHA Phase 1, LahoreMy Tutor Source is dedicated to providing exceptional tutoring experiences to our customers. We pride ourselves on our commitment to customer satisfaction and are seeking a passionate individual to join our team as a Customer Success Specialist.Responsibilities include but are not limited to:<ul><li>Introducing customers to the company&rsquo;s services through detailed sessions.</li><li>Arranging teachers for demo/intro sessions and assigning classes.</li><li>Conducting regular follow-ups with customers.</li><li>Maintaining regular communication with students and teachers to ensure excellent service delivery.</li><li>Monitoring activities and collecting feedback from existing customers to identify areas for service improvement, and implementing feasible customer suggestions.</li><li>Building strong customer relationships and proactively engaging with them to improve customer retention.</li><li>Conducting extensive research for prospecting and building mature leads.</li><li>Performing inside sales activities, including extensive research, data analysis, and taking action based on results and indicators.</li><li>Coordinating and completing multiple tasks alongside the entire team.</li><li>Updating the database and maintaining accurate records.</li><li>Scheduling intro/demo sessions with available teachers.</li><li>Monitoring teachers&rsquo; schedules and assigning them intro sessions and students.</li><li>Writing content for various purposes.</li><li>Conducting trial sessions for new clients and converting them into paying customers.</li><li>Scheduling classes for successful trials and managing the scheduled hours of clients (students).</li><li>Consistently aiming to achieve monthly and annual goals/targets.</li></ul>Job Type: Full-timePay: Rs90,000.00 - Rs110,000.00 per monthApplication Question(s):<ul><li>How much experience you have in customer success role?</li><li>Have you worked in the US or Canadian market?</li><li>What is your current salary?</li><li>What is your expected salary?</li></ul>Work Location: In person

Practice Promotions

We&rsquo;re looking for a Marketing and Sales Support Specialist with excellent English communication skills and a passion for helping clients succeed.You&rsquo;ll support our physical therapy clients by coordinating their marketing campaigns, maintaining great communication, and ensuring projects are delivered on time and performing well. This role combines marketing coordination, client support, and light sales, so it&rsquo;s perfect for someone who enjoys both creative and relationship-driven work.What You&rsquo;ll Do<ul><li>Proofread and review newsletters, print, and digital marketing materials for accuracy and quality.</li><li>Manage client social media posts and mailing lists.</li><li>Send projects into production and track delivery timelines.</li><li>Support new client onboarding and setup in Practice Promotions systems.</li><li>Join client meetings and collaborate with senior specialists to ensure campaign success.</li><li>Review and communicate campaign performance results confidently in English.</li><li>Collect feedback from clients and relay updates to the writing and design teams.</li><li>Build and maintain long-term client relationships focused on growth and results.</li><li>Participate in daily and weekly team meetings to stay aligned with goals and deadlines.</li></ul>What We&rsquo;re Looking For<ul><li>Outstanding English skills (written and spoken) &mdash; this is a direct client-facing role.</li><li>Excellent communication and relationship-building abilities.</li><li>Strong organizational skills with attention to detail.</li><li>Positive, professional attitude and confidence in discussing results and next steps with clients.</li><li>Ability to handle multiple projects and deadlines in a fast-paced environment.</li></ul>Preferred Qualifications<ul><li>Bachelor&rsquo;s degree in Marketing, Communications, Business, or related field.</li><li>Previous experience in marketing coordination, account support, or client success.</li><li>Familiarity with social media management and digital marketing platforms.</li><li>Understanding of print marketing and production processes is a plus.</li></ul>Remote Work Requirements<ul><li>Must work U.S. Eastern Time (9:00 AM &ndash; 5:30 PM, Monday&ndash;Friday).</li><li>Reliable high-speed internet connection.</li><li>Quiet, dedicated workspace free from distractions.</li><li>Ability to attend virtual team meetings and occasional in-person company events.</li></ul>Compensation<ul><li>Base Pay: $7 USD per hour</li><li>Commission Range: $1&ndash;$3 USD per hour (performance-based)</li><li>Total Potential: $8&ndash;$10 USD per hour</li></ul>Why You&rsquo;ll Love Working With UsAt Practice Promotions, we help physical therapy practices grow and reach more patients through powerful marketing. You&rsquo;ll join a supportive, collaborative team that values creativity, client success, and personal growth. Your work will have a direct impact on helping clients achieve their business goals while you develop valuable marketing and client management experience.Job Type: Full-timeWork Location: Remote

Marketing & Sales Support Specialist

DataServ

<div>Who are we looking for?
The Manager, Client Success is responsible for managing and enhancing the client relationship after the initial sale, with a focus on long-term engagement, client satisfaction, and revenue growth. This role oversees the Client Success Account Managers, who are responsible for nurturing ongoing relationships, identifying cross-selling opportunities, managing renewals, and promoting engagement within the DataServ community.
Additionally, the Manager, Client Success supports relationship-building efforts through collaboration with the Client Engagement Specialist, ensuring clients receive value through documentation, training programs, and strategic engagement initiatives.
This role is accountable for developing and executing plans to drive client success outcomes, including retention, expansion, and advocacy. The Manager will collaborate with internal stakeholders such as the Co-FounderCEO, CRO, Project Team, Initialization Team, Billing Department, and IT Staff to align client success initiatives with broader company goals.
We are currently hiring this position in the following states: Oregon, Utah, Arizona, Colorado, Texas, Kansas, Missouri, Minnesota, Illinois, Michigan, Ohio, South Carolina, Washington, Connecticut, Georgia, and Florida.
About Us
At DataServ, we believe in &quot;creating a better way&quot;...and we believe in doing so through &quot;Evolutionary&quot; change that works vs. &quot;Revolutionary&quot; change that too often fails. We live out these beliefs by helping Finance organizations modernize their Accounts Payable function and optimize it over time, thereby elevating them from a back office &quot;administrative&quot; role to a &quot;strategic&quot; business unit contributing to the bottom line. DataServ specializes in developing and delivering Exceptions-based Intelligent Accounts Payable Invoice Automation (APIA) SaaS that always delivers substantial ROI.
Founded in 1994, the company created the world's first FinTech Software as a Service (SaaS) technology. Since then, DataServ has been helping businesses save time and money throughout their AP processes while enhancing visibility and controls to reduce risk and improve scalability.
Our top-rated solutions are used by more than 20,000+ satisfied users in 40+ countries and we are proud of our extraordinary customer retention rate, with over 70% of our clients having been with us for 10+ years. Read more about us at www.dataserv.com.
We value:<ul><li>
True individual ownership and responsibility over projects.</li><li>
Taking the work very seriously, but not taking ourselves too seriously.</li></ul>
About You
<ul><li>You're innovative. You have a good imagination and you're always thinking of new and interesting ideas.</li><li>
You're committed. You believe in the &quot;Service&quot; side of SaaS and commit to making clients happy so they stay with DataServ for 10 or more years.</li><li>
You're a collaborator. You thrive on inter-disciplinary teams, and value different perspectives and high levels of communication and collaboration.</li><li>
You're accountable. You understand best practices and want to implement quality work. You do what you say and say what you do. You deliver results.</li><li>
You're conscientious. You can analyze complex problems and present multiple solutions.</li><li>
You're a communicator. You can think critically, identify opportunities, and clearly articulate your point of view in a team setting. You can communicate your work effectively depending on the audience.</li><li>
You're a leader: You are comfortable with leading discussions, demonstrating your work, teaching others what you know, learning what you don't. You have experience presenting to leaders and stakeholders.
</li><li>You believe in a transparent nonpartisan meritocracy. You collaborate openly and expect to progress at DataServ based on your ability and talent.</li><li>
You want to have fun, be creative while getting things done. Enough said!</li><li>
</li></ul>Required Education, Skills and Experience:<ul><li>
BA/BS degree required</li><li>
Minimum 4+ years Client Services/Support management experience</li><li>
One to three years' experience in roles developing and mentoring a team of excellence and managing by influence.
</li><li>Client-centric perspective.</li><li>
Experience developing and implementing client service/sales plans</li><li>
Experience with process development and analysis</li><li>
Ability to work independently yet support team responsibilities</li><li>
Demonstrated ability to deliver on-site training and/or presentations.</li><li>
Technical analytical skills are required.</li><li>
Experience with process development, improvement and analysis.</li></ul>
Why you should apply at DataServ:<ul><li>
Pay that rewards your contribution and experience that is compared with the market regularly. When the market goes up, so does our pay.</li><li>
Fully remote roles, you can work from anywhere!</li><li>
Very little &quot;red tape,&quot; we only have processes that are necessary.</li><li>
Small company atmosphere. You will get to interact with decision makers daily.</li></ul>
Benefits of Working at DataServ:
<ul><li>Competitive Compensation package</li><li>
Remote working environment</li><li>
Flexible PTO (including 9 holidays)</li><li>
401(k) plan with employer matching</li><li>
Great health benefits with multiple plan options</li><li>
Advancement opportunities based on results, not politics.</li></ul>
If you think you have something special to bring to DataServ, if you get what we're trying to do, and you want to join an exceptionally talented team, apply on-line at www.dataserv.com/careers. We look forward to receiving your information!
AAP/EEO STATEMENT
DataServ is an Equal Opportunity Employer/Vet/Disable</div>

Manager, Client Success

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