Client Success Specialist

Company: VirtualVocations
Location: Vista
Posted on: November 1, 2024

Job Description:

A company is looking for a Client Success Specialist II to maintain client relationships and foster revenue growth.

Key Responsibilities

Deliver a proactive client management strategy to encourage growth and retention
Identify upsell and cross-sell opportunities to enhance client value
Conduct regular performance reviews and gather client feedback

Required Qualifications

Bachelor's degree with 2-3 years of account management experience in financial technology
Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite
Experience in fast-paced, high-pressure environments managing multiple priorities
Knowledge of marketing technologies and e-commerce preferred

Keywords: VirtualVocations, Lakewood , Client Success Specialist, Other , Vista, California

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