Customer Success Specialist Resume Samples

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SB
S Buckridge
Sydney
Buckridge
6207 Stanton Mountain
Dallas
TX
+1 (555) 223 2487
6207 Stanton Mountain
Dallas
TX
Phone
p +1 (555) 223 2487
Experience Experience
New York, NY
Customer Success Specialist
New York, NY
Jacobson Inc
New York, NY
Customer Success Specialist
  • Provide recommendations & input to training, product development, support, sales to improve customer satisfaction
  • Provide marketing knowledge use case development and assists with presentation decks
  • Provide recommendations/input to training, product development, support, sales to improve customer satisfaction
  • Provides marketing knowledge use case development and assists with presentation decks
  • Has worked in a high-energy, fast-paced environment and collaborated with other functions to achieve results as a high-performing, interdependent team
  • Build long-lasting partnerships with other Sales Reps and management to improve systems and processes
  • Provide customer satisfaction reporting to Manager
Chicago, IL
Senior Customer Success Specialist
Chicago, IL
Grady-Schamberger
Chicago, IL
Senior Customer Success Specialist
  • Develop success plans in collaboration with Sales to drive improvements in patient health and customer engagement
  • Provide customer success reporting to Manager
  • Develop strong relationships with key customers to build a trusted partnership
  • Frequent customer engagement to share insights regarding success metrics, workflow and opportunities for growth
  • Capture key customer feedback and deliver to internal teams such as Product Management, Sales, and Marketing
  • Proven success developing trusted partnerships with customers that resulted in positive ROI
  • Work closely with team members and mentor others
present
San Francisco, CA
Principal, Customer Success Specialist
San Francisco, CA
Rutherford and Sons
present
San Francisco, CA
Principal, Customer Success Specialist
present
  • Manage ongoing work by creating high level and detailed plans that provide guidance and alignment to projects where detailed plans are established
  • Formulate working hypotheses, storyboard development, craft and deliver insightful oral and written recommendations in a persuasive and thoughtful manner
  • Manage priorities for multiple high-value customer projects simultaneously
  • Build and maintain a trusted advisor and strong working relationship with key stakeholders and executives in Sabre and relevant partner organizations
  • Serve in a variety of roles such as team/customer advisor or project manager
  • Serve as expert and ambassador for adult learning theory and facilitation techniques for team and broader organization
  • Operate with broad latitude and make executive decisions that have significant impact on project team, business or operating unit, budget, department and/or client
Education Education
Bachelor’s Degree in Value
Bachelor’s Degree in Value
Ashford University
Bachelor’s Degree in Value
Skills Skills
  • Proven ability to learn technical product knowledge in a highly complex industry
  • Strong interpersonal skills and ability to build good internal and external relationships
  • Strong proficiency in Microsoft Excel, HTML, basic SQL, or report creation experience desired
  • Ability to multi-task while maintaining careful attention to detail
  • Proactive problem solving skills with strong attention to detail
  • Ability to deliver quality results in a fast-paced environment
  • Ability to quickly learn software based products
  • Strong organizational and time management skills, including the ability to work independently and prioritize effectively
  • Ability to act with professionalism and diplomacy when communicating with a customer
  • Strong attention to detail
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15 Customer Success Specialist resume templates

1

Customer Success Specialist Resume Examples & Samples

  • Knowledge and understanding of project management concepts and discipline
  • Knowledge and understanding of Salesforce CRM preferred
  • Advanced knowledge and understanding of Orion Advisor Desktop system
  • Ability to exercise appropriate judgment, reasoning and decision-making
  • Ability to complete Statement of Work (SOW)
  • Ability to multi-task while maintaining careful attention to detail
  • Ability to work with a sense of urgency to meet deadlines and address competing priorities
  • Ability to represent Orion in client consultations to champion our products and services
  • Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
  • Effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
  • Effective written, listening and verbal communication skills
  • Effective problem solving, organization and cost-benefit analysis skills
  • Minimum of 1 year of implementation management experience required
  • Minimum of 1 year of experience in Account Manager role or Orion Advisor Services position required
  • Experience working within financial services, technology, or customer service industries preferred
  • Equivalent education and experience will be considered
2

Customer Success Specialist Resume Examples & Samples

  • Ability to effectively facilitate and conduct meetings with clients
  • Ability to act with professionalism and diplomacy when communicating with a customer
  • Strong written, listening and verbal communication skills
  • Effective problem solving, time management and organizational skills
  • Minimum of 2 years of account manager or customer service experience preferred
  • Experience working within financial services industry preferred
3

Customer Success Specialist Resume Examples & Samples

  • Work with the Director, Customer Success to support and grow a portfolio of clients licensing the Skyword platform
  • Learn and master all aspects of the Skyword platform
  • Train clients on the Skyword platform and content marketing best-practices
  • Configure content marketing programs to address client challenges
  • Monitor and oversee clients’ usage of the Skyword platform and encourage adoption of all Skyword features
  • Educate the client on feature enhancements and evolution of the Skyword platform
  • Identify opportunities to expand the client relationship and drive contract renewals
  • Build solid client relationships
  • Work internally, across departments, to deliver compelling solutions for our clients
4

Contributor Customer Success Specialist Resume Examples & Samples

  • Qualified candidates will be highly self-motivated and
  • Have strong and effective communication skills,
  • Demonstrate prior experience delivering effective instructional solutions/training materials
  • Business-level English (written and spoken)
  • Business-level Mandarin and Simplified Chinese
  • Intermediate to advanced computer skills, particularly with the Microsoft Office Suite
  • Designing, developing, delivering customer facing instructional solutions or training virtually and in-person
  • Measuring the impact of instructional/training solutions against objectives
  • Working with instructional design software like, Captivate, Camtasia, Articulate, PowerPoint, etc
  • Working in a hotel or for a hospitality provider is a plus
5

Customer Success Specialist Resume Examples & Samples

  • Proven track record of managing customer success and engagement
  • Sales and presentation experience is an asset
  • Problem-solving skills are an asset
  • High degree of personal accountability and integrity
  • Self-motivated, ability to work independently
  • Subject matter expertise in real estate, software and service support experience is a benefit to applicants
6

Customer Success Specialist Resume Examples & Samples

  • Onboard new customers
  • Monitor health and proactively reach out to accounts based on Gainsight triggers
  • Schedule and complete quarterly/annual business reviews
  • Have save/pre-cancel conversations
  • Conduct renewal conversations with accounts at risk
  • Funnel referrals to sales
  • Consultative approach to account management
  • Deep customer empathy
7

Customer Success Specialist Resume Examples & Samples

  • Own the overall relationship with assigned customers, becoming a trusted/strategic advisor
  • Drive product and services adoption/utilization through proactive customer interactions; increase retention and renewals
  • Identify and position upsell opportunities thereby taking customers up the HSPS value chain
  • Establish critical customer milestones, or other key performance indicators, and aid the customer in achieving successful results
  • Obtain customer satisfaction data through surveys and other measures; advocate those customer needs/issues cross-departmentally
  • Facilitate customer escalation resolution
  • Adhering to Company policies, procedures, and directives regarding standards of workplace behavior in completing job duties and assignments
  • 3+ years of proven experience in and passion for customer service or equivalent history in a customer-facing role
  • Orientation toward cross-selling and growing revenue in existing accounts using a consultative approach
  • Strong team player, having demonstrated ability to seek solutions and to solve problems
  • Excels at developing relationships
  • Thrives in a multi-tasking environment and can prioritize tasks depending on needs
  • Eager to learn yet still coachable
  • SaaS experience a benefit
  • Dental practice management/office experience preferred
8

Customer Success Specialist Resume Examples & Samples

  • Respond to customer inquiries regarding product functionality or system issues; gather pertinent details from customer to properly assess and respond with action plan/resolution
  • Work directly with customers to troubleshoot, research, and resolve questions and issues within our products; Collaborate with other associates and resources required to resolve issues
  • Serve as key communication point for issues assigned and work to resolve complex issues while providing system knowledge and expertise; Consistently provide status updates for active issues for both the customer and internal associates
  • Document all communication and maintain accurate and up-to-date status of all triage actions performed within our issue management system
  • Effectively manage and prioritize customer issues; identify and escalate critical issues, as necessary
  • Collaborate with Customer Success Managers, Benefit Service Center associates, Solutions Consultants, and other internal teams to provide exceptional support during each customer’s annual Open Enrollment period
  • Excellent analytical, problem solving, time management, and multi-tasking skills
  • Ability to deliver quality results in a fast-paced environment
  • Strong verbal and written communication skills that focus on concise and informative content for internal and customer audiences
  • Experience developing strategies that drive success through delivering value and insight tailored to each unique customer
  • Very limited travel, upon request
  • B.S. or B.A. required
  • 2+ years’ experience in data analysis, account management, or technical customer support-related roles
  • Industry knowledge and experience is a plus: Insurance, Benefits Administration, SaaS, Healthcare
  • Strong proficiency in Microsoft Excel, HTML, basic SQL, or report creation experience desired
  • Customer Satisfaction Measures: Transactional surveys will be sent to customers to measure their satisfaction with responsiveness and the resolution provided
  • Productivity and Quality Metrics: Including initial response time, consistent communication throughout the life of an issue and the quality and timeliness of the resolution provided
  • Training and Product Certifications: All Resolution Support Specialists will be responsible for attending product training and achieving product certifications that will support their career growth in the Customer Management team
9

Customer Success Specialist Resume Examples & Samples

  • Use core knowledge and on-the-job training to respond to customer requests and queries
  • Troubleshoot technical issues with software and digital ad campaigns
  • Help advertisers and media buyers define advanced strategies for success
  • Assist in maintaining our internal security and quality procedures
  • Assist in internal training and quality assurance among various departments in the company
  • Assist in client training and education; set clients up to be self-sufficient
  • Assist in improving team efficiency via enhanced procedures and organization
10

Customer Success Specialist Resume Examples & Samples

  • Provides technical assistance to publishers to translate submitted content and ensure compliance with the VitalSource platform
  • Assists’ publishers on required metadata elements and compliance with the VitalSource platform and how those translate to various stores and catalogs
  • Develops relationships with relevant stakeholders of the publisher company, including content production, sales, marketing, and finance
  • Provides necessary metadata templates and file specifications
  • Ensures publishers have all required system access in order to successfully deliver and manage their content and metadata
  • Monitors content deliveries and withdrawals to ensure that consumers have access to content as specified and that content is removed from distribution within the parameters of various contractual obligations
  • Works with publishers to resolve any challenges with their metadata and content deliveries as well as content performance
  • Liaise with publishers to resolve content issues reported by VitalSource customers and partners
  • Supports the onboarding of new publishers and content owners
  • Respond to publisher inquiries about payments, billing, and contractual terms
  • Maintains necessary publisher information in Salesforce.com
  • Escalates issues as needed to the appropriate product team to ensure publisher specific needs are addressed
  • Represents Publisher Success to internal teams in order to identify areas for process and product improvement
  • Bachelor’s Degree or related year for year experience
  • 2 years of data entry from multiple sources
  • 1 year assisting direct business clients or similar experience
11

Customer Success Specialist Resume Examples & Samples

  • Provide post-sales support through customer training on Iron Solutions digital products by conducting web-based training sessions and guiding new and existing customers through the functions, features and benefits of the Iron Solutions products
  • Analyze customer product use data to identify and reach out to customers who are not fully utilizing Iron Solutions products and whose use of the digital tools indicates they may be considering cancellation
  • “Save” any cancellation requests through churn remediation tactics
  • Work with the Customer Experience and Sales departments to advise on complex customer accounts
  • Analytical and problem-solving skills
  • Excellent phone presence
  • One or more years of previous customer facing experience and commitment to exceptional customer experience
  • Ability to quickly learn software based products
  • Proficiency in Google Office and Microsoft Office programs, particularly Excel
  • Experience with and understanding of integrated business systems (e.g. SalesForce or NetSuite)
  • Motivated and energetic personality able to multi-task in a fast-paced, team environment
  • Ability to work well with all levels of internal management and staff, as well as outside partners and customers
  • Bachelor degree or an equivalent combination of experience, training and/or education
12

Customer Success Specialist Resume Examples & Samples

  • Handle the routing and fulfillment of service requests for assigned clients, including Research Inquiry, Analyst Inquiry, briefings, troubleshooting basic website support, and webinar registrations
  • Be an expert on all types of Forrester electronic products (e.g., the Forrester website, the Forrester apps, the intranet, and CRM system) in order to help the technical teams with regression tests
  • Work closely with our technical teams on bugs and to develop new self-support tools and strategies
  • Operate fluently across multiple internal systems and processes to deliver the most important information in an organized, focused, and clear way to clients and internal stakeholders
  • Work closely with other specialists, account teams, and analysts to provide clients with timely responses to questions and meet defined service-level objectives
  • Identify relevant Forrester research for inquiries. Work to clarify research requests in order to identify the most appropriate published content to support a business problem
  • Develop expertise across Forrester’s business technology (BT) and marketing and strategy (M&S) research areas. Understand research content and analyst coverage areas to effectively align client questions with the most relevant analyst
  • Track all requests and correspondence in Forrester's CRM database
  • One to three years of work experience in a professional setting focused on customer service
  • Experience of providing high-quality customer service and troubleshooting skills to internal or external clients
  • Experience of using the Salesforce CRM system and/or other CRM systems
  • A proven track record of prioritizing and managing multiple projects and meeting deadlines
  • Demonstrable achievement of results in a collaborative, fast-paced environment
  • Experience of working in a high-energy, fast-paced environment and of collaborating with other functions to achieve results as a high-performing, interdependent team
  • Successful navigation of business processes
  • A high degree of organization and proficiency in leveraging internal systems
13

Customer Success Specialist Resume Examples & Samples

  • Primary objective for success is enabling an end-user’s success through a significant investment in nurturing that user’s onboarding, adoption and use of a particular product or service
  • Heavily influence or own customer retention and revenue growth for an established customer base
  • Provide accurate monthly/quarterly customer health risk assessments or sales forecasting, where applicable
  • Provide consultative reviews and health-checks by analyzing business needs
  • Analyze data to form talk tracks related specifically to where the customer stands in terms of “health”
  • Use predictive data to identify ‘at risk’ customers
  • Analyze pipeline in order to apply the right sales plays
  • Reinforce the unique value and benefits of products
  • Think with a customer mindset first, and understand the motivations behind their buying decisions
  • Identify upsell and cross-sell opportunities and act on them
  • Work towards Key Performance Indicators (KPIs), both individually and as part of a team
  • 24-36+ months of prior experience working in a customer or technical service or sales capacity required
  • Ability to work in a fast paced environment required
14

Customer Success Specialist Resume Examples & Samples

  • Manage all post-implementation activity through strong relationship-building, product knowledge, and understanding of the customer’s business objectives
  • Proactively monitor accounts to ensure success with our Healthcare Informatics solutions
  • Frequent customer engagement to discuss account progress and assess levels of satisfaction
  • Implement success plans with key accounts to ensure specific milestones are met
  • Capture key customer feedback
  • Document and share customer feedback with appropriate teams
  • Develop strong understanding of our software solutions
  • Provide recommendations/input to training, product development, support, sales to improve customer satisfaction
  • Provide customer satisfaction reporting to Manager
15

Senior Customer Success Specialist Resume Examples & Samples

  • Become fully-versed with the configuration and usage of the SynXis platform of SAAS products
  • Participate in and conduct consultative conversations with customers and internal teams to identify, develop and deliver custom-tailored technical training to achieve optimal configuration and use of multiple products for classroom and virtual audiences
  • Work with customers and internal teams to identify, understand, and measure success through key performance indicators during strategic customer engagements
  • Serve as a liaison with departments or divisions to identify and execute customer solutions when issues arise
  • Interface with internal teams and measure impact of curriculum or course delivery to ensure existing training programs meet customer needs
  • Update training documentation and self-paced e-Learning training modules; communicate these changes as required
  • Provide support to customers via email and the telephone
  • Hospitality SAAS industry or hotel-experience, including working knowledge of Central Reservation System (CRS)
  • Bachelor's degree in a related field or equivalent; and 2-4 years of experience in the learning and development field or 2-4 years of experience in the hotel or online travel distribution industry (or combination thereof)
  • Able to work directly with stakeholders and capable of resolving related challenges in a professional manner
  • Experience in designing, developing, delivering customer facing instructional solutions in classroom and virtual environments
  • Experience measuring the impact of instructional/training solutions against objectives
16

Customer Success Specialist Tork Solutions Resume Examples & Samples

  • Build in depth understanding of the customers’ business in order to set up new clients on the Tork Solutions platform
  • Train cleaning managers & staff so that they can fully leverage the Tork Solutions platform
  • Facilitate the implementation of Tork Solutions management reporting tools
  • Support customers to optimize business routines based on data from Tork Solutions tools
  • Provide proactive and hands on guidance and advice to keep customers updated in new system features and ensure that we continuously deliver the value we have promised
  • Keep the Tork Solutions KAM updated on status with all accounts in your portfolio
  • Provide ongoing input to SCA’s teams to ensure that changing customer demands are met by future developments
17

Customer Success Specialist Resume Examples & Samples

  • Build on the client relationship that was developed during the sales process by learning customer goals, needs and initiatives, and providing value in all interactions
  • Serve as the primary point of contact for customers, looping in other teams as needed to provide exceptional service
  • Ensure customers progress through onboarding in a timely manner to achieve rapid time-to-value with their purchase
  • Proactively uncover opportunities to increase adoption and utilization, while also promoting professional services options
  • Shepherd customers through the renewal process
  • Seek out customers who have had measurable success with HSPS and develop their interest in serving as a customer success story
  • Track ownership of client records and data in the CRM
  • Maintain a thorough understanding of, and be prepared to report on, all assigned customers in terms of opportunities, current issues, and likelihood of renewal
  • Develop a solid understanding of the dental industry and regional issues that could impact customers within assigned territory
  • Continue to build skills as a customer success professional, and regularly share best practices with the rest of the CS team
  • Bachelor’s degree + 3 years of CSM or account management experience preferred, ideally in a Software as a Service (SaaS) organization. May include global equivalence of experience
  • Previously managed a large customer base preferred, ideally 50+ accounts
  • Experience using a CRM or like solution to track customer data
  • Prepared and delivered regular business or account reviews in a prior role
  • Achieved or exceeded selling and/or retention goals in a prior role
  • Background in leading cross-functional teams on customer-facing projects
  • Able to quickly develop solid customer relationships over the phone
  • Strong negotiation skills, related to both selling and product adoption
  • Ability to successfully balance proactive and reactive tasks, and adjust priorities on the fly
  • Exercises good judgement on customer escalations
  • Practices the highest standard of business ethics
  • Proficient in MS Office (PowerPoint, Excel, Word) and MS Exchange
  • Exceptional written and verbal communication skills
18

Customer Success Specialist Resume Examples & Samples

  • Handle the routing and fulfillment of service requests for assigned clients including research inquiry, analyst inquiry, briefings, troubleshooting of basic website support, and webinar registrations
  • Provide support to ensure the largest impact on client satisfaction is achieved and the efficiencies in servicing the account are maximized
  • Work closely with other specialists, account teams, and analysts to provide clients with timely responses to questions and meet defined service-level objectives (SLOs)
  • Identify relevant Forrester research for client inquiries. Work with clients to clarify research requests in order to identify the most appropriate published content to support a business problem
  • Experience work in a professional setting (one to three years) focused on customer service
  • Experience providing high-quality customer service and troubleshooting skills (to internal or external clients)
  • Experience using the Salesforce CRM and/or other CRM systems
  • Proven track record of prioritizing and managing multiple projects and meeting deadlines
  • Has achieved results in a collaborative, fast-paced environment
  • Has worked in a high-energy, fast-paced environment and collaborated with other functions to achieve results as a high-performing, interdependent team
  • Has demonstrated a high degree of organization and proficiency leveraging internal systems
19

Customer Success Specialist Resume Examples & Samples

  • Bachelor's degree or equivalent and 2 years of experience in the hotel or online travel distribution industry (or combination thereof)
  • Hospitality SAAS industry or hotel-experience, including working knowledge of Central Reservation System (CRS) and Property Management System (PMS)
  • Excellent oral and written English communication, facilitation, and presentation skills
  • Development and delivery of virtual and in-person presentations
  • Demonstrate prior experience with delivering effective instructional solutions/training materials
  • Ability to work across different time zones & cultures
  • Generalized understanding of adult learning theory and facilitation techniques
  • Development and delivery of customer facing instructional solutions or training
  • Working with instructional design software like Captivate, Camtasia, Articulate, PowerPoint, etc
  • Bilingual - Excellent oral and written communication and presentations skills in any of the following languages: Spanish, French, Portuguese, Japanese, Mandarin, and German
20

Customer Success Specialist Resume Examples & Samples

  • Work with the Customer Success Team to provide a remarkable level of customer service within the program
  • Proactively engage customers in outgoing calls and emails designed to progress the call continuum and increase Invisalign adoption
  • Organize and schedule all customer interactions with the Clinical Advisor and Invisalign Territory Manager
  • Keep records of customer interaction and transactions, documenting details of conversations, as well as actions taken in Salesforce.com
  • Identify potential cross-sell opportunities and refer them to the appropriate sales team member
  • Ensure timely resolution to customer contact issues, whether it is an e-mail, inbound or outbound call
  • Must be able to handle both inbound and outbound calls as well as multiple customer emails on a daily basis
  • Be alert to trends in requests and issues reported by customers
  • Research information to answer inquiries from customers and share learnings with departmental peers and management
  • Possess comprehensive knowledge of company procedures and product information/materials
  • Interact with customers and fellow employees in a timely, patient, tactful and professional manner. Handle difficult or sensitive issues following department guidelines
  • Propose ideas for procedures and processes to promote improved service and customer satisfaction, and overall department improvements
  • Participate in special projects and/or training when requested
  • Looking for candidates that can work either M-F 8a-5p or M-F 11a-8p
  • Exceptional organizational, prioritization and project management skills
  • Must have incredibly strong interpersonal skills and the ability to work cross functionally
  • Must have ability to follow up and follow through with customer requests that require research and response to customer
  • Ability to handle numerous projects and partners simultaneously
  • Able to work independently and make accurate, educated decisions
  • Proactive problem solving skills with strong attention to detail
  • College degree and/or three years of related experience preferred
  • Minimum of three years experience in a customer service, project management, or executive assistant role; preferably in the health care or technology sector
  • Experience with and an aptitude for customer service
  • Proven ability to learn technical product knowledge in a highly complex industry
  • Experience in project management or schedule coordination preferred
  • Expert in Microsoft Word, Excel, PowerPoint, Outlook, and Salesforce.com
21

Customer Success Specialist Resume Examples & Samples

  • Work with sales team pre-sales to identify customer needs, suggest workflow solutions, and document feature requests and product feedback to facilitate sales
  • Work with support team to assist existing customers with issues and questions and implement new rollouts post-sales
  • Assist with client engagement and think creatively about workflow solutions to increase efficiency of product use and ensure a high renewal rate
  • Identify new opportunities for expansion into new use cases with existing customers’ so we can further support their growing business needs and foster up-sells
  • Demo product features for prospects and work with them in real time to come up with workflow solutions that will satisfy their business needs
  • Train customers to effectively use our product across multiple platforms
  • Manage improvement and new feature requests from customers and prospects
  • Work with product management team to provide product feedback to meet customer needs and prioritize product roadmap
  • Bachelor degree or equivalent experience in a related field
  • 1-2 years of customer service and/or sales experience in technology or related field, preferably with SaaS products
  • Strong written and oral communication skills with a high level of professionalism
  • Excellent coaching and training skills
  • High levels of organization and ability to support a wide variety of client learning and support needs
  • Experience supporting REST APIs is a plus
  • Salesforce experience is a plus
  • Experience with virtualization platforms such as VMware or VirtualBox is a plus
22

Customer Success Specialist Resume Examples & Samples

  • Become the subject matter expert on all commercial onboard technologies available in the marketplace and a deep understanding of how those technologies interface with Penske systems
  • Customer consultations regarding onboard technology choices
  • Sales team support and training
  • Day-to-day onboard vendor communications
  • Managing sales/marketing collateral, such as presentation materials, newsletters, web content, etc
  • Other projects as assigned by the supervisor
  • 4 year degree or relevant years of sales/sales support experience preferred
  • Effective communication skills are of the utmost importance as this person will be in constant and direct contact with customers, the Penske sales team and telematics service providers
  • Product management experience, ideally on web-based products
  • Experience working with both computer hardware and software is important due to the end-to-end nature of onboard technology systems
  • Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required
23

Customer Success Specialist Resume Examples & Samples

  • Develop a strong practical expertise with the Panoramic Power technology, PowerRadar customer interface, app use, and customized reports
  • Form a trusted relationship with assigned customers in advising on the use of the product and the technology
  • Assist customers in defining objectives for their use of the software and in establishing best practices in the use of the product
  • Fully understand the end to end process of scoping and installing the product, set proper expectations, and ensure timely delivery that meets expectations
  • Understand the Panoramic value proposition and use cases by vertical and customer type, and help illustrate and deliver these for customers
  • Work with Panoramic Insights to deliver custom reports, engage in follow ups
24

Customer Success Specialist Resume Examples & Samples

  • Act as internal and external contact for different customers
  • Assist in continuous improvement of internal operating procedures to ensure growth
  • Communicate with key stakeholders and key decision makers
25

Customer Success Specialist Resume Examples & Samples

  • And ensure customer becomes comfortable with the Panoramic interfaces
  • Understand the product road map, communicate the relevant future enhancements to customers, and provide feedback to product teams
  • Develop a working knowledge of all other DE&P products and identify when there could be opportunities to add additional value and route accordingl
26

Customer Success Specialist Resume Examples & Samples

  • 2+ years of experience in a customer-facing customer success, account management or strategic consulting organization
  • Self-motivated and proactive with innovative ideas to inspire customer loyalty and adoption
  • Strong interpersonal skills and ability to build good internal and external relationships
  • Must have outstanding written and verbal communication skills, be a great listener and able to contribute in a team environment
  • Strong organizational and time management skills, including the ability to work independently and prioritize effectively
  • Flexible, mature approach, quick to learn and with a can-do attitude
  • Experience with SaaS companies strongly preferred
  • Familiarity with Pivotal Tracker is a major plus
27

Senior Customer Success Specialist Resume Examples & Samples

  • Build strategic business partnerships, internally and with customers
  • Proactively analyze and understand customers data, trends and behaviors, identifying possible red flags or successes
  • Frequent customer engagement to share insights regarding success metrics, workflow and opportunities for growth
  • Deliver key insights to customers in order to demonstrate ROI, value of our solutions and missed revenue opportunities
  • Develop strong relationships with key customers to build a trusted partnership
  • Develop success plans in collaboration with Sales to drive improvements in patient health and customer engagement
  • Work closely with team members and mentor others
  • Capture key customer feedback and deliver to internal teams such as Product Management, Sales, and Marketing
  • Provide recommendations/input to Sales, Training, Product Development and Support to improve customer experience
  • Effective ownership and resolution planning of impacts to customer experience
  • Communication with ResMed (& other internal stakeholders) to identify potential or existing customer satisfaction issues
  • Provide customer success reporting to Manager
28

Customer Success Specialist Resume Examples & Samples

  • Contributes to the success of the customer management team by learning Syniverse’s mobile engagement platform and reporting metrics back to leadership and customers
  • Establish a trusted partner/advisor relationship with assigned clients and drive value with our products
  • Work closely with customers to understand their measures of success and identify areas for improvement
  • Monitor customer success KPIs and report on each assigned client
  • Assist the implementation team with issues that may need to be escalated within the customer’s organization or Syniverse to ensure successful and timely deployment of a new service
  • Process all Special Requests, from receipt of initial customer request through customer billing. Maintain product expertise by keeping abreast of technologies as they apply to Syniverse products and services
  • Resolves or coordinates the resolution of customer issues during onboarding, and documents the results in the knowledge base in accordance with documented guidelines
  • Provides marketing knowledge use case development and assists with presentation decks
  • Develops the customer relationship with constant communication via operational reviews
  • Ensures that customer success documentation is fully up to date including regular updates in Salesforce.com
29

Customer Success Specialist Resume Examples & Samples

  • Work directly with B2B Account Manager team to support and pursue opportunities to drive further customer category penetration via telephone as needed
  • Contribute to the development of solutions and proposals for transactional facilities opportunities
  • Focus on customer support and the following activities
  • Assist with Target growth in assigned accounts
  • Assist in product related questions
  • Assist with installation related questions
  • Work in a team selling environment to collaboratively participate in strategic account planning meetings as needed
  • Develop selling skills of qualifying, strategizing, sales call tactics, closing, and maintaining service levels
  • Learn the primary Staples operating platforms
  • Ad Hoc Support - includes requests, manager and leadership team for account and departmental initiatives
  • Service Level adherence to all key tasks including, pricing, communication and follow-up
30

Customer Success Specialist Resume Examples & Samples

  • Proactively analyze and understand customer’s data, trends and behaviors, identifying possible red flags and successes
  • Determine timing and content of touch points to ensure our customers are optimizing their usage of our Healthcare Informatics solutions
  • Engage with your customers via web conferencing on a scheduled cadence to discuss goals, share business and progress insights, efficiencies, and roadblocks as well as assess level of satisfaction
  • Work closely with the internal teams on resolution plans to create an optimized customer experience
  • Provide recommendations & input to training, product development, support, sales to improve customer satisfaction
  • Document and communicate with other internal stakeholders to identify potential or existing customer satisfaction issues
  • Provide customer satisfaction reporting to Team Lead
31

Customer Success Specialist Resume Examples & Samples

  • Drive renewal sales for some of the most recognized technology companies
  • Work with an established customer base
  • Gain expertise in providing accurate monthly/quarterly sales forecasting
  • Acquire invaluable experience in the latest CRM technology to research accounts and uncover new business opportunities
  • Effectively partner and build relationships with external clients
  • Build long-lasting partnerships with other Sales Reps and management to improve systems and processes
  • High volume of customer contacts through phone and email each day
  • Own a strategic territory with a renewal sales quota
  • Overcome complex customer objections
  • Enable results in collaboration w/ other parties w/ high satisfaction
  • 12-24 months of prior experience working in a customer service or sales capacity required
  • Must have ability to quickly problem solve
  • Strong communication skills (verbal, written) and proven ability to build strong relationships
  • Demonstrated ability to follow defined processes
32

Customer Success Specialist Resume Examples & Samples

  • Serve as a TelePharm platform expert including knowledge of backend / technical workings and practical business applications
  • Maintain high levels of user engagement, including on site meetings
  • Empathize with every aspect of the customer journey, putting the customers’ needs first
  • Conduct trainings, webinars, and proactively suggest solutions to common user needs
  • Continually identify pain points that affect the user or onboarding experience and initiate solutions
  • Communicate effectively with other cross-functional team members to translate business needs and product requirements into new solutions for customers
  • Contribute to the development of customer success team assets, methods, and onboarding materials
  • Help drive customer renewals, references, and success stories
  • 3+ years relevant work experience in a customer success, account management, or strategic consulting role. SaaS or pharmacy technician experience a benefit
  • Exhibit a team-first attitude with a willingness to jump in and tackle problems before anyone else will
  • Proven ability to work independently and be proactive with innovative ideas to drive customer success
  • Proven track record in a highly-professional customer service environment
  • Provide exceptional customer support
  • Identify and deliver solutions that aid in the customer's success
  • Contribute to customer facing applications or applications for operational efficiencies
  • Manage implementation of new customers and guide them through the various processes
33

Senior Customer Success Specialist Netsuite Professional Services Resume Examples & Samples

  • Ability to diagnose, prioritize and drive resolution to Customer escalations
  • Ability to configure NetSuite to customer specific business process flows
  • Ability to customize NetSuite to address business process requirements
  • Experience deploying NetSuite Partner solutions that complement existing NetSuite functionality
  • Ability to maintain empathy with Customer and alignment with NetSuite strategic plan
  • Ability to effectively manage situations which include resources from Account Management, Development, Executives, Product, Professional Services and Support to address Customer business process requirements
  • Customer Success role function experience strongly preferred
  • NetSuite solution implementation experience preferred. Competing platform experience may be considered
34

Customer Success Specialist Resume Examples & Samples

  • Effectively collaborate and build relationships with channel partners, field sales representatives, executives. Build long-lasting partnerships with other team members and management to improve systems and processes
  • Provide regular health-checks based on designed plays and scripts
  • Identify upsell and cross-sell opportunities and collaborate with sales team to close
  • 9-12 months of prior experience working in a customer or technical service or sales capacity required
35

Principal, Customer Success Specialist Resume Examples & Samples

  • Be recognized as technical expert and knowledge resource on multiple projects/initiatives across the company for a variety of internal/external customers
  • Serve in a variety of roles such as team/customer advisor or project manager
  • Operate with broad latitude and make executive decisions that have significant impact on project team, business or operating unit, budget, department and/or client
  • Build and maintain a trusted advisor and strong working relationship with key stakeholders and executives in Sabre and relevant partner organizations
  • Formulate working hypotheses, storyboard development, craft and deliver insightful oral and written recommendations in a persuasive and thoughtful manner
  • Manage ongoing work by creating high level and detailed plans that provide guidance and alignment to projects where detailed plans are established
  • Understand customer’s needs; understands the value that our products and services deliver and the problems customers are trying to solve
  • Proactively offer ideas and insights to improve the business, facilitate process improvement to drive efficiency and scalability, and remove barriers that prevent efficient execution of projects
  • Manage priorities for multiple high-value customer projects simultaneously
  • Serve as expert and ambassador for adult learning theory and facilitation techniques for team and broader organization
  • Hospitality SAAS industry or hotel-experience, including intimate knowledge of Central Reservation System (CRS) and distribution landscape
  • Bachelor's degree in a related field or equivalent; and 3 years of experience in the learning and development field or 3 years of experience in the hotel or online travel distribution industry (or combination thereof)
  • Comprehensive understanding of adult learning theory and facilitation techniques
  • Intermediate to advanced computer skills, particularly with the Microsoft Office Suit
  • Experience measuring the impact of instructional/training solutions against objective
36

Customer Success Specialist Resume Examples & Samples

  •  Proficiency in Excel  
  •  Outgoing and highly optimistic personality  
  •  Analytical mindset  
  •  SQL is a bonus; but not mandatory if you can learn  
  •  Fluency in written (especially business) Mandarin is a big plus  
  •  Based in Singapore  
37

Lighthouse Outbound Customer Success Specialist Resume Examples & Samples

  • Contact customers by telephone to educate them on our product and how it functions
  • Gather information required for the set-up and build of the customer’s website
  • Handle inbound customer inquiries via phone calls, emails, and chat and troubleshoot as necessary to resolve
  • Assist with production-based work as needed – such as setting up accounts by inputting client information or working on baseline configurations within our systems
  • Provide detailed feedback to internal stakeholders on our processes, product, and customer experience
  • 2-4 years Customer Service experience
  • Ability to learn and adapt to new software technologies
  • Strong working knowledge of PC based internet and software applications
  • Strong interpersonal written and verbal communication skills
  • Proficiency in Microsoft Office Suite
38

Customer Success Specialist Resume Examples & Samples

  • General Experience Billing, contract or sales support (Preferred)
  • General Experience Mac OS X, iOS, and server platforms (Required)
  • Excellent Interpersonal Skills
  • Excellent Organizational Skills
  • Strong Customer Service Skills
  • Ability to communicate complex technical terms in an easy to understand, non-technical manner
  • Ability to interact effectively with co-workers in a results driven culture
  • Self-starter, energetic multi-tasker, highly motivated and team player
  • Good Listening Skills
  • Ability to engage with and establish trust and rapport with all levels of customers and employees
  • Ability to multi-task and prioritize duties
  • SalesForce.com (or alternative CRM platform) preferred
39

Customer Success Specialist Resume Examples & Samples

  • Provides post-sales support through customer training and technical support on CYME products guiding new and existing customers through the functions, features and benefits of the CYME products and solutions
  • Analyzes customer needs and industry trends through technical support, market analysis, discussion with customers, customer events, surveys, etc. to identify and suggest improvements for CYME products and solutions
  • Works with the Sales team and Product Managers to increase CYME brand exposure, marketing presence and customer/prospect knowledge of the CYME products and solutions
  • Coordinates and writes technical papers, brochures, customer success stories, etc
  • Bachelor’s degree in engineering from an accredited institution
  • Fluent in French and English (written and spoken)
  • Legally authorized to work in Canada without company sponsorship
  • Relocation is not being offered. Only candidates residing within a 80km radius
  • Bachelor’s degree in Computer or Electrical Engineering or in Computer Sciences from an accredited institution
  • A minimum of 8 month’s experience in customer support
  • Great analytical and problem-solving skills
  • Fluent in Spanish, Portuguese or Mandarin (Written and Spoken)
  • Availability to travel worldwide as needed
40

Customer Success Specialist Resume Examples & Samples

  • Contribute to the success of the customer management team by learning Syniverse’s mobile engagement platform and reporting metrics back to leadership and customers
  • Work closely with the customer success team to learn customer needs and how to solve them
  • Resolve or coordinate the resolution of customer issues during onboarding, and documents the results in the knowledge base in accordance with documented guidelines
  • Provide marketing knowledge use case development and assists with presentation decks
  • Develop the customer relationship with constant communication via operational review
  • Ensure that customer success documentation is fully up to date including regular updates in Salesforce.com
41

Customer Success Specialist Resume Examples & Samples

  • Handles the routing and fulfillment of Service requests for assigned clients including Research Inquiry, Analyst Inquiry, Briefings, troubleshooting basic website support and webinar registrations
  • Provides support to ensure the largest impact on client satisfaction is achieved and efficiencies in servicing the account are maximized
  • Operates fluently across multiple internal systems and processes to deliver the most important information, in an organized, focused and clear way to clients and internal stakeholders
  • Work closely with other specialists, account team and analysts to provide clients with timely responses to questions and meet defined service level objectives (SLOs)
  • Experience work in a professional setting (1-3 years) focused on customer service
  • Experience providing high quality customer service and troubleshooting skills (to internal or external clients.)
  • Working in a high energy, fast paced environment and collaborating with other functions to achieve results as a high performing, inter-dependent team
  • Demonstrated a high degree of organization and proficiency leveraging internal systems
42

Lighthouse Inbound Customer Success Specialist Resume Examples & Samples

  • Taking inbound calls for promotions, special pricing; actively convert cancellation calls into saves, and be able to redirect inbound customer service, sales or billing calls as needed
  • Explaining and upselling products and services
  • Entering and updating new customer data for current customers into computer database
  • Winning back efforts involve resolving tech or billing issues, upgrades/downgrades of plans, discounting rate, or simply soothing customer's frustration
  • Generating win back opportunities through ticket queues escalated from billing, tech support and sales
  • Managing billing escalations including cancellation reasons relating to pricing, sales escalations including requests for downgrades, add-ons, etc., tech support escalations including assisting customers through sever migrations
  • Actively supporting company policy and best practices in the area of pricing and security, with special emphasis on the protection of sensitive customer information
  • Previous experience with inbound and outbound customer service with win back experience
  • Excellent oral and written communication skills
  • General knowledge of the internet and internet terminology
  • Previous call center experience required
  • Previous experience retaining customers preferred
43

Customer Success Specialist Resume Examples & Samples

  • Provide in-depth support via phone, email or remote session supporting UltiPro
  • Deliver solutions by identifying problems, researching answers, and guiding users through corrective steps
  • Entering and maintaining customer call problem/description detail into Customer Relationship Management System
  • Be empowered to resolve issues by making quality decisions as a Subject Matter Expert
  • Develop strong relationships with customers and internal partners
  • Experience supporting end users within a hosted, Software as a Service offering
  • Knowledge of Human Resources, Payroll, or Benefits
  • Experience in Banking, Logistics, Hospitality, or other customer focused industry