Customer Success Specialist
3 weeks ago
Status: 6-Month Contract
Position: Customer Success Specialist
Salary: $20-22/hr
Location: On-site in San Diego, CA
About the company:
Since 1978, our technology solutions have been helping customers reach new levels of success by connecting information, positioning, and communication. Our solutions are at work in over 150 countries and we have employees in more than 40 countries. This, coupled with a highly capable network of global dealers, and distribution partners, helps our customers to thrive across the world, with local support.
We are an industrial technology company, concentrated on helping the world work, better. Our technology enables jobs to get done more precisely and accurately so you can build, construct, grow, and move the things we need to live our lives and build future communities.
We are in constant movement toward a transformation that turns ideas into action, plans into productivity, and productivity into results. With over 2,000 worldwide patents and R&D centers in more than 15 countries, we augment our organic product development with strategic acquisitions to bring the latest technologies to a wider market.
Customer Success Specialist:
Our client is seeking a skilled Customer Success Specialist to join their team. This role is pivotal in driving customer engagement and success through technical expertise, strategic collaboration, and a strong focus on renewal and retention processes. The ideal candidate will have a deep understanding of Salesforce, experience with Oracle, and exceptional communication skills suited to engaging with C-level executives.
Customer Success Specialist Responsibilities:
- Drive Account Renewals: Cultivate, influence, and secure account renewals while protecting and enhancing customer trust.
- Manage the Renewal Process: Execute all phases of the renewal process, including account review, customer notifications, quote creation, and strategic negotiation to close renewals.
- Collaborate Across Teams: Work closely with Customer Success, Sales, Product Management, and Legal teams to develop renewal strategies using data-driven insights.
- Ensure Accuracy: Review renewals for accuracy, validate pricing and license counts in Salesforce and Oracle, and communicate necessary changes to customers.
- Mitigate Churn: Monitor at-risk accounts and develop strategic plans to reduce customer churn.
- Set and Achieve Goals: Consistently meet or exceed quarterly and annual renewal goals.
- Adopt New Initiatives: Proactively adopt and implement new initiatives and programs that support customer success and retention.
- Track Progress: Prepare activity and forecast reports to track progress and ensure alignment with team objectives.
Customer Success Specialist Qualifications:
- Associate’s degree in Finance, Accounting, Business, or a related field preferred. Candidates without higher education will also be considered.
- 5+ years of experience in customer support, service/management, accounts receivable, or a related field. Open to candidates with 20+ years of experience.
- Strong knowledge of Salesforce and Oracle.
- Familiarity with Microsoft Systems.
- Exceptional written and verbal communication skills, with a focus on engaging effectively with C-level executives and stakeholders.
- Proven ability to interface directly with customers, particularly at the executive level.
- Understanding of quoting, billing, contracts, and order processing.
Preferred:
- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- Experience working with software solutions in the construction industry.
- Experience with NetSuite in addition to Salesforce.
- Background in supporting a sales or financial-oriented organization.
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