This role is responsible for building long-term client relationships, ensuring customer satisfaction, and identifying opportunities to grow existing accounts. The ideal candidate is proactive, customer-focused and passionate about delivering exceptional service while driving retention and business growth.
Mission & Responsibilities
- Build and maintain strong, long-term relationships with clients by delivering exceptional customer experiences.
- Act as the primary point of contact for assigned client accounts, ensuring timely and professional communication.
- Understand client goals and provide strategic guidance to maximize the value of our services.
- Monitor customer satisfaction and proactively identify opportunities to improve the client experience.
- Support customer onboarding and ensure a smooth transition into our services.
- Identify cross-selling and upselling opportunities while collaborating with the Sales team to drive account growth.
- Coordinate with internal teams to ensure client requests are addressed efficiently and projects remain on track.
- Schedule and lead client meetings to review performance, gather feedback and discuss future opportunities.
- Maintain accurate customer records and account activity within the CRM system.
- Track customer health, retention metrics and account performance, providing regular updates to internal stakeholders.
- Resolve client concerns promptly while maintaining a solutions-focused approach.
Personal & Professional skills
- Hold a Bachelor's degree in Business Administration, Marketing, Communications or a related field (preferred).
- Have 2+ years of experience in Customer Success, Account Management, Sales or a client-facing role.
- Demonstrate experience managing client relationships and delivering exceptional customer service.
- Possess experience using CRM platforms, preferably HubSpot.
- Be comfortable working with databases, reports and customer information.
- Communicate fluently in English, both written and verbal.
- Possess excellent communication, negotiation and relationship-building skills.
- Be proactive, highly organized and capable of managing multiple client accounts simultaneously.
- Demonstrate strong problem-solving abilities and a customer-first mindset.
- Be self-motivated, adaptable and comfortable working in a fast-paced remote environment.
Core Skills
- Customer Success
- Account Management
- CRM (HubSpot preferred)
- Relationship Management
- Cross-selling
- Client Communication
- Sales Support
- Database Management
Working conditions & Benefits
- Full-time, working from 9am – 5pm PST Monday to Friday.
- Remote work.
- 25 days of PTO per year.
- Internet, healthcare and gym monthly reimbursements.
- Christmas break (we close from Christmas to New Year’s).
- Birthday off (with gift included).