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You will be updated with latest job alerts via email4-5years
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Salary Not Disclosed
1 Vacancy
This is a remote position.
Overview:
We are seeking a dedicated Customer Success Specialist with experience in SaaS or software solutions. This fulltime role involves guiding our clients in effectively using our software ensuring they achieve their desired outcomes and have a seamless experience.
Responsibilities:
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Act as the main point of contact for clients providing support and addressing their inquiries.
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Onboard new clients ensuring they understand the softwares features and benefits.
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Develop and maintain strong client relationships to foster loyalty and satisfaction.
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Create and update training materials user guides and knowledge base articles.
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Proactively identify opportunities to add value for clients helping them maximize their use of the software.
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Collaborate with internal teams to resolve any client issues or feedback.
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Monitor and analyze client usage data to identify trends and opportunities for improvement.
Qualifications:
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Preferably with finance AI background
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Proven experience in a customer success or support role ideally within a SaaS or software environment.
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Excellent communication skills in English both verbal and written.
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Strong problemsolving skills and a proactive approach to client success.
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Basic understanding of analytics and how to interpret data to enhance client outcomes.
Full Time
Financial Services / Insurance Agencies and Brokerages / Investment Banking