Customer Success Specialist jobs in United States
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Sunbird Software · 6 hours ago

Customer Success Specialist

Sunbird Software is dedicated to enhancing the client experience, and they are seeking a Customer Success Specialist to support clients through proactive engagements. This role involves resolving client challenges, identifying ROI opportunities, and collaborating with internal teams to ensure clients maximize their solutions' value.

Information TechnologyService IndustrySoftware
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Growth Opportunities

Responsibilities

Conduct Customer Success Sessions to:
Resolve client issues and ensure their needs are addressed
Identify opportunities for increased ROI through feature adoption and integrations
Onboard or offboard client team members from Support Portal as required
Gather data on solution usage, track feature requests, and monitor licensing needs
Collaborate with internal teams (e.g., Professional Services, Technical Support, Sales Engineer, etc.) to escalate issues and connect clients with the appropriate SME
Document client interactions, update CRM records, and manage tasks across ticketing systems and other collaboration tools
Assist clients who opted for DIY implementation by providing proactive guidance and support
Monitor and address trends in client feedback, escalating concerns and opportunities for improvement as necessary
Contribute to process improvements by sharing insights, best practices, and developing client resources
Provide clear and professional communication to clients during engagements, primarily via phone and virtual meetings

Qualification

Customer support experienceCRM systems experienceTicketing tools familiarityMicrosoft Office SuiteVirtual meeting platformsInterpersonal skillsCommunication skillsSelf-motivatedAdaptability

Required

Demonstrated ability to learn and apply new tools or strategies quickly
Strong interpersonal and communication skills with a client-first approach
Ability to manage multiple client interactions and prioritize tasks effectively
Comfort working primarily on the phone and via virtual meeting platforms
Eagerness to learn new systems and adapt quickly to changing priorities
Familiarity with customer support or ticketing platforms (e.g., Freshdesk, Jira) and collaboration tools (e.g., Microsoft Teams, Zoom)
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook

Preferred

Customer service experience preferred, with exposure to customer success a plus
Basic understanding of IT or data center operations is a plus
Experience working with CRM systems, ticketing tools, or virtual meeting platforms
Experience with Sunbird's DCIM Solution
Ability to communicate technical concepts clearly and effectively to non-technical audiences
Self-motivated with a strong desire for professional growth
Degree not required; equivalent experience will be considered

Benefits

PTO Policy
Medical, dental, vision and life insurance

Company

Sunbird Software

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Sunbird Software is changing the way data centers are being managed.