Customer Success Specialist at PreVeil

, , United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Ownership, Advocacy, Inbound Inquiries, Proactive Success, Team Enablement, Operational Excellence, Renewal Coordination, Growth Operations, Salesforce, AI Tools, Communication, Detail-Oriented, Execution-Focused, Priority Management, Customer Service

Industry

Software Development

Description

As a Customer Success Specialist, you will be the dedicated champion for our foundational Small and Mid-Sized customer community. You will own a portfolio of 500+ accounts, serving as their primary guide and advocate to ensure they successfully adopt and thrive on our platform. This is a high-impact, entry-level position designed for someone who wants to own a book of business while acting as a key engine for the wider team. You will handle inbound success requests while helping the entire Customer Success organization scale through operational excellence. It’s a perfect "launchpad" role: as you help your customers and your team thrive, your career will scale with you toward a Customer Success Manager position. How You Will Drive Impact Customer Ownership and Advocacy ● Own Your Portfolio: Act as the primary point of contact for a dedicated group of 500+ customers, helping them navigate our platform and achieve their goals. ● Support and; Guide: Be the go-to expert for inbound inquiries, providing timely, creative solutions and celebrating customer wins. ● Proactive Success: Monitor engagement signals to identify and reach out to accounts that would benefit from your guidance. Team Enablement & Operations ● Strategic Triage: Support the broader CSM team by resolving foundational inquiries, ensuring every customer receives a fast and helpful response. ● Renewal Coordination: Assist in team-wide renewal quote preparation and operational workflows to ensure a seamless experience. ● Growth Operations: Identify and document expansion opportunities within Salesforce to help drive team-wide growth. ● AI-Enabled Efficiency: Leverage internal systems and AI tools to manage customer engagement effectively at scale. ● Special Projects: Support the Director of Customer Success with other project needs as they arise Why This Role is a Great Fit ● Direct Impact: You aren't just "handling accounts" you are the heartbeat of our customer community and a vital partner to our senior CSMs. ● Career Growth: We provide a structured path with mentorship to help you transition into a Customer Success Manager role in a welcoming, friendly and supportive team environment. ● Fast-Paced Learning: You’ll get a front-row seat to the SaaS industry, learning how to manage a business and drive customer value from day one. What We Are Looking For ● 2 - 4 years work experience with 2+ years of experience in customer success or customer facing role, ideally in a SaaS or High Technology environment. ● Outgoing and friendly with exceptional written and verbal communication skills. ● An organized, detail-oriented, and execution-focused mindset. ● Comfortable in a fast paced, high volume, high growth and goal-oriented environment ● Positive outlook and customer service oriented, great team player ● Comfort managing multiple priorities and accounts simultaneously. ● Bachelor’s Degree and minimum GPA of 3.6 (transcripts required) ● Remote - Eastern or Central Time Zone required ● Experience with Salesforce or similar customer success tools is preferred. Why This Role Matters You will play a critical part in making our organization more responsive and proactive. By owning these accounts, you directly impact our gross retention and enable the entire team to scale effectively. Growth Opportunity This role is a dedicated launchpad into a Customer Success Manager position. As you drive retention and engagement, your level of ownership and responsibility will expand, directly supporting your professional growth.

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Responsibilities

The specialist will serve as the primary point of contact for a portfolio of over 500 Small and Mid-Sized customers, guiding them to adopt and succeed on the platform while handling inbound success requests. They will also support the wider Customer Success organization through operational tasks like triage, renewal coordination, and identifying growth opportunities.