Client Success Specialist

2 weeks ago


San Diego, United States Multifamily Utility Company Full time
Job DescriptionJob Description

Are you passionate about client satisfaction and relationship building? We're seeking a Client Success Specialist to join our team and work closely with Implementations, Sales, and Operations. In this role, you'll manage client relationships, address issues proactively, and ensure client retention and growth. Internal champion between clients and internal teams, ensuring the delivery of timely and effective solutions according to customer needs and improving the entire client experience.

Operational Responsibilities

As a Client Success Specialist, you will assist with client onboarding from agreement review to implementation handoff. You will conduct bi-annual client business reviews, which may include travel, and hold monthly touchpoints to enhance service quality. You will provide detailed monthly recovery and billing reports, present meter health reports with proposed solutions, and proactively explain beneficial services. Additionally, you will summarize and address client issues quarterly, stay updated with regulatory changes, and develop questions to understand client initiatives.

  • Understand client organizations, products/services, and stay aware of client news and changes, updating client records accordingly.
  • Monitor client portfolios to ensure recovery maximization and meet account performance objectives.
  • Promote goodwill with customers, review client history, and proactively assess and validate customer needs.
  • Resolve escalated resident issues with clients and adapt to consistent change and process improvements.
  • Meet departmental goals for timeliness and accuracy, maintaining company standards.
  • Emphasize exceptional client and customer relationships and commit to long-term availability (at least one full year).
  • Work both individually and in a team environment to achieve departmental and organizational objectives.
  • Ensure compliance with appropriate standards of conduct and be willing to travel for client needs and industry events.

Summary of Competencies/Skills

  • Quickly and effectively solve customer issues.
  • High volume of quality work output daily.
  • Ability to communicate efficiently and effectively.
  • Excellent interpersonal skills.
  • Understands business implications of decisions.
  • Effective planner.
  • Excellent communication and relationship-building abilities.
  • Ability to work proactively and independently.
  • Flexibility to adapt to consistent changes and improvements.
  • Willingness to travel as needed.
  • Commitment to long-term client relationship management.

Join our team as a Client Success Specialist and help us drive success for our clients while growing your career in a supportive and dynamic environment. Apply now to be a part of our dedicated Client Success team



  • San Diego, United States Multifamily Utility Company Full time

    Are you passionate about client satisfaction and relationship building? We're seeking a Client Success Specialist to join our team and work closely with Implementations, Sales, and Operations. In this role, you'll manage client relationships, address issues proactively, and ensure client retention and growth. Internal champion between clients and internal...


  • San Diego, United States TaxGlobal Full time

    Company Description TaxGlobal is an AI-powered platform that connects clients with tax service professionals all over the world. Our mission is to be the only destination for all tax needs globally, connecting every individual to the right tax expert for success. We are the #1 destination for everything taxes with over 90,000 tax and accounting firms in the...


  • San Diego, United States Equabli, inc. Full time

    Job Description: Key Responsibilities: Client Success (65%): Client Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact. Understand their business goals and objectives to identify opportunities for collaboration and growth. Onboarding and Implementation: Guide clients through the...


  • San Diego, United States Eastridge Workforce Solutions Full time

    Job DescriptionJob DescriptionPOSITION TITLE: Client Success ManagerLocation: Mission Valley, CA (Hybrid in-office Mondays and Wednesdays)Salary: $75-85K POSITION SUMMARY:As Client Success Manager you will play a key role in servicing and growing our professional and commercial staffing business. In this Client Success Manager role, you will be responsible...


  • San Diego, United States Zego Full time

    About the role: The Senior Client Success Manager (CSM) is a senior-level position, delivering against agreed upon success plans with our clients by empowering the customer to minimize time to value and working cross functionally to drive initiatives internally on their behalf. The primary purpose of this role is to provide value and build interpersonal...


  • San Diego, United States Ventures Inc Full time

    **Position Summary** The Ventures Lending Technology (VLT) team is known for their high level of customer service and dedication to delivering great products. With strong knowledge in loan production and Ventures technical functionality, the Client Success Specialist will provide support and training to VLT’s clients which operate across all stages of...


  • San Diego, United States Careerbuilder-US Full time

    Explore Your Future at Western & Southern Life Do you have the desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated and have strong communication and PC skills, you may be an ideal candidate for a career at The Western and Southern Insurance Company (Western & Southern...


  • San Diego, United States Ventures Full time

    Position Summary The Ventures Lending Technology (VLT) team is known for their high level of customer service and dedication to delivering great products. With strong knowledge in loan production and Ventures technical functionality, the Client Success Specialist will provide support and training to VLT's clients which operate across all stages of loan...


  • San Diego, United States Ventures Inc Full time

    Job DescriptionJob DescriptionPosition SummaryThe Ventures Lending Technology (VLT) team is known for their high level of customer service and dedication to delivering great products. With strong knowledge in loan production and Ventures technical functionality, the Customer Success System Specialist will provide support and training to VLT’s clients which...


  • San Diego, United States Ventures Full time

    Position Summary The Ventures Lending Technology (VLT) team is known for their high level of customer service and dedication to delivering great products. With strong knowledge in loan production and Ventures technical functionality, the Customer Success System Specialist will provide support and training to VLT's clients which operate across all stages of...


  • San Diego, United States My Senior Health Plan Full time

    Job DescriptionJob DescriptionDescription:AVAILABLE FOR IMMEDIATE HIRE!My Senior Health Plan is looking for upbeat, compassionate individuals who are hardworking, reliable, and committed to doing their best every day!Is your passion helping people? Do you love talking on the phone? Then this job is for you!We have been in business for over 17 years helping...


  • San Diego, United States Ventures Inc Full time

    Job DescriptionJob DescriptionPosition SummaryThe Ventures Lending Technology (VLT) team is known for their high level of customer service and dedication to delivering great products. With strong knowledge in loan production and Ventures technical functionality, the Customer Success System Specialist will provide support and training to VLT’s clients which...


  • San Diego, United States Eppendorf Group Full time

    Your challenges The Customer Success Specialist is part of the Americas Account Management for eLabNext division and is responsible for supporting regional sales and support activities You will bring an unmatched level of customer support, driving a delightful platform experience and ultimately customer success, you are a hero for our customers Assist in new...


  • San Diego, United States Eppendorf SE Full time

    Your challenges The Customer Success Specialist is part of the Americas Account Management for eLabNext division and is responsible for supporting regional sales and support activities You will bring an unmatched level of customer support, driving a delightful platform experience and ultimately customer success, you are a hero for our customers Assist in...


  • San Diego, United States Art of Problem Solving Full time

    Job DescriptionJob DescriptionThe Academic Success Specialist provides parents with product consultation and course advising for AoPS online products (Online, BA, and VC). They will ensure that new and returning parents' questions and concerns are addressed and they are assisted in identifying the best learning options for their children based on...


  • San Diego, United States Appstar Full time

    Are you someone that enjoys solving problems and helping others? Do you value process fulfillment and efficiency? If so, you may be the ideal candidate for Appstar's Customer Success Specialist . This individual provides critical value to the operations team by supporting merchants with a variety of needs while assisting with vital processes of the...


  • San Diego, United States Appstar Full time

    Are you someone that enjoys solving problems and helping others? Do you value process fulfillment and efficiency? If so, you may be the ideal candidate for Appstar's Customer Success Specialist . This individual provides critical value to the operations team by supporting merchants with a variety of needs while assisting with vital processes of the...


  • San Diego, United States Coastal Payroll Full time

    **ABOUT COASTAL** At Coastal Payroll Services, we're more than payroll. Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in California and nationwide. Driven by human connection, we believe in putting people first and have grown a team that genuinely cares about our...


  • San Diego, United States Sunsational Swim School Full time

    About Us : Sunsational Swim School is the nation's largest on-demand provider of private swim instruction at home and community pools. We were founded in 2009 and are a rapidly growing family-owned company serving 40 metro areas with over 2000 Sunsational swim instructors nationwide. We make learning to swim convenient, effective and fun by providing...


  • San Diego, United States Sunsational Swim School Full time

    About Us: Sunsational Swim School is the nation's largest on-demand provider of private swim instruction at home and community pools. We were founded in 2009 and are a rapidly growing family-owned company serving 40 metro areas with over 2000 Sunsational swim instructors nationwide. We make learning to swim convenient, effective and fun by providing...