Customer Success Specialist

Role overview This customer success role supports customers from onboarding through ongoing account management, while helping the sales team deliver a responsive, tailored service. The work combines customer communication, order tracking, reporting, and coordination across internal teams to resolve issues and improve the customer experience.

Responsibilities - Support sales account work with organized records, document handling, data entry, and tailored quotations using current pricing and product information. - Serve as a customer contact for questions and service issues; assist with onboarding and monitor account health. - Build and maintain reports and dashboards for internal teams and customers, and flag when follow-up is needed. - Track priority orders through production and share status updates with relevant stakeholders. - Coordinate with logistics, commercial operations, and support teams to address customer needs and improve cross-team processes. - Maintain customer and prospect records in a CRM, document interactions, and help analyze sales performance and pipeline trends.

Requirements - Three to six years of experience in sales, account management, customer success, client relations, or a related area. - Strong organization and attention to detail, including the ability to manage records and follow up on issues. - Clear written and verbal communication and a customer-focused approach to building relationships. - Proficiency with office software; familiarity with CRM systems is helpful. - Ability to work independently and collaboratively, with initiative in solving problems.

Nice to have - A bachelor's degree in a relevant field, such as science.

Benefits and work setup - The listed San Francisco Bay Area base pay range is $87,000–$110,000 per year. The role is also described as eligible for performance incentives, bonus, equity, and benefits; compensation can vary by location and candidate qualifications. - The source mentions career development, on-the-job training, ongoing learning, and a collaborative work environment.