Customer Success Specialist helping iClosed, a high - ticket sales profit maximizer, onboard, retain, and expand customer accounts. Managing success calls, payments, and account growth.
About the role
- Customer Success Specialist building SaaS customer relationships and driving renewals, adoption, and revenue growth. Supporting Pagefreezer’s online archiving solutions for compliance and litigation.
Responsibilities
- Build and nurture customer relationships to foster trust, engagement, satisfaction, retention, and joint success
- Understand account goals and priorities so customers maximize their investment and achieve objectives
- Identify and pitch solutions addressing customer needs
- Facilitate regular customer check-ins, gather feedback, and address concerns
- Advocate for customers internally by sharing feedback, escalating issues, and collaborating with internal teams
- Develop success plans and apply usage strategies to enhance customer satisfaction and solution efficacy
- Monitor account health metrics, identify churn risks, and support customer retention
- Drive revenue growth through product adoption, upsell and cross-sell opportunities, and renewals
- Demonstrate value, negotiate contracts, and support timely payment processing
- Nurture accounts to achieve revenue, pipeline, and retention targets
- Research customer needs, market trends, and competitive dynamics to drive sales success
- Maintain detailed sales activity records in CRM tools to support forecasting and collaboration
- Participate in training and stay current with product releases and company initiatives
- Collaborate with team members on objectives, organizational goals, documentation, knowledge sharing, projects, and progress updates
- Follow organizational policies, legal requirements, and information security standards
- Suggest workflow, tool, policy, and process improvements
- Monitor industry trends, market conditions, regulatory changes, and best practices
- Travel as needed to represent the organization and support team initiatives
Requirements
- Proven success in a SaaS B2B account management role, responsible for strategic revenue retention and growth
- Able to deliver a positive customer experience while meeting or exceeding quotas
- Comfortable working in IT environments and using software tools
- Familiarity with CRMs such as HubSpot, LinkedIn, and Zoom
- Familiarity with legal, compliance, or records management technologies is a bonus
- Strong problem-solving skills and ability to build solutions and improve processes independently
- Adaptable to customer needs, with strong communication and presentation skills across live, phone, written, and online formats
- Skilled at leading renewals and renegotiations to mutually beneficial outcomes
- Able to strategize account management, identify opportunities, and close deals confidently
- Quick learner with a positive attitude towards challenges
- Open to coaching and feedback, continuously seeking to improve
- Self-motivated and competitive, motivated to learn, grow, and achieve success
- Capable of independently prioritizing projects and opportunities based on manager guidance
- Alignment with Pagefreezer's Core Values
Benefits
- Travel as needed to represent the organization, support team initiatives, and maintain alignment across departments
- Participation in training programs
- Coaching and feedback to support continuous improvement
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Client Success Manager supporting Fortune 100 accounts and corporate training delivery. Managing program success, client reporting, and account expansion for General Assembly’s workforce education business.
Client Success Manager helping Revaly’s merchants recover failed payments and grow revenue. Owning client relationships, renewals, expansion, and payment - performance outcomes.
Customer Success Manager driving adoption, retention, and expansion for SPS Commerce’s cloud - based retail supply - chain solutions. Building executive relationships and forecasting renewals across Toronto, Minneapolis, or Rogers.
Lead Customer Success Manager driving Workiva platform adoption, customer value, renewals, and ROI. Advising Canadian enterprise executives for Workiva’s AI - powered finance, risk, and sustainability platform.
Salesforce Customer Success Manager driving Sales and Service Cloud adoption for high - value customers. Advising stakeholders, improving platform usage, and coordinating customer success and renewal outcomes.
Customer Success Manager driving adoption, retention, and expansion for DistillerSR’s AI - enabled healthcare research platform. Advising medical device, pharmaceutical, and research customers on workflows and value.
Senior Enterprise Customer Success Manager driving enterprise retention and product adoption for Fable, which makes digital products more accessible. Managing renewals, executive relationships, and inclusive research outcomes.
Sr. Manager, Client Success supporting Veradigm’s healthcare technology and data solutions. Partnering across a network serving healthcare providers, life sciences, health plans, and patients.
Head of Customer Success leading global retention, advocacy, and support for an enterprise parking SaaS platform. Managing a 10 - person team and strategic customers across the United States and Canada.