Customer Success Specialist

Location: 100% remote)
Type: Direct Hire
Contact: Alex at


  • Drive expansion and adoption of our product


  • Manage the onboarding process for each new customer, from technical evaluation onward.
  • Provide critical insights to the product team to improve our developing platform.
  • Train customers to make it easy to use our product.
  • Maintain customer health and introduce new, valuable features as they become relevant on the customer journey.
  • Generate trust and credibility at multiple levels in existing accounts after purchase and through the sales cycle.
  • Guide new customers through a systematic onboarding process to facilitate making decisions around their needs and goals.
  • Keep customers in tune with changes such as new features, and new products that are complementary to the one they already use.

Required Skills:



  • 1+ years of Digital Marketing knowledge


  •  3 years in software customer experience management.
  • Proficient in English (Written and Spoken)
  • Technical curiosity or experience
  • Ability to manage multiple complex customer journeys at once.
  • Ability to educate executive decision-makers, building and maintaining relationships with them.
  • Proven track record of expansion and product adoption within your book of business.
  • Excellent creative and critical thinking skills
  • Strong communication and presentation skills
  • Adaptable nature and the willingness and ability to shift strategies on a dime to meet the needs of
  •  Experience working with SaaS products.


Alexander Williams
Recruiting Consultant
Forbes Technical Consulting
Chicago, IL


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