Customer Success Specialist

4 weeks ago


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 USA and 665,000+ CPAs in the USA. Our services include matching individuals and businesses with the right CPAs and firms, an AI-powered platform with a worldwide community, NLP functionality to answer tax-related questions, and access to off-shore CPAs.

Role Description

This is a full-time Customer Success Specialist role with a hybrid work arrangement located in San Diego, CA, with flexibility for some remote work. The Customer Success Specialist will be responsible for ensuring that clients have a positive experience with our platform, dealing with client inquiries, and providing solutions to client problems.

Qualifications
  • Customer satisfaction, customer support, and customer service skills
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and in a team environment
  • Proficiency in Microsoft Office and Google Suite
  • Experience in the finance or accounting industry is a plus
  • Bachelor's degree in Business Administration, Finance, Accounting or related field, or equivalent work experience


  • 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 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 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 Francisco, United States Scribe Full time

    About us Scribe is where exceptional people come to do the best work of their careers. We are a series A, product-led growth startup based in San Francisco. We help over 1 million go-to people document and share what they know. Scribe automatically creates step-by-step guides for any process, putting an end to hours spent taking screenshots and running...


  • San Francisco, United States Scribe Full time

    About us Scribe is where exceptional people come to do the best work of their careers. We are a series A, product-led growth startup based in San Francisco. We help over 1 million go-to people document and share what they know. Scribe automatically creates step-by-step guides for any process, putting an end to hours spent taking screenshots and running...


  • San Diego, United States Multifamily Utility Company Full time

    Job DescriptionJob DescriptionAre 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...


  • 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 Trigenx Full time

    Job Description Job Description Hybrid/Remote Position In this role you will: Own customer relationships, acting as their primary point of contact and trusted advisor. Define customers' business objectives, challenges, and requirements to identify value-added solutions and upsell opportunities. Develop and deliver training and educational materials to help...


  • San Diego, United States Trigenx Full time

    Job DescriptionJob DescriptionHybrid/Remote PositionIn this role you will:Own customer relationships, acting as their primary point of contact and trusted advisor.Define customers' business objectives, challenges, and requirements to identify value-added solutions and upsell opportunities.Develop and deliver training and educational materials to help...


  • San Diego, United States Trigenx Full time

    Job DescriptionJob DescriptionHybrid/Remote PositionIn this role you will:Own customer relationships, acting as their primary point of contact and trusted advisor.Define customers' business objectives, challenges, and requirements to identify value-added solutions and upsell opportunities.Develop and deliver training and educational materials to help...


  • San Diego, United States Alvys Full time

    At Alvys, customer experience is at the core of our business. As a Customer Support Specialist, you will represent our company across our customer base in the freight and logistics arena. Alvys Transportation Management System represents a comprehensive overhaul of our customers operating procedures and systems. As such, your work will be directly...


  • San Diego, United States Aspire Team Full time

    As a Customer Success Manager, you help create the energy and excitement surrounding our clients’ products by providing innovative solutions to guide customers to the right choice. We are dedicated to providing quality customer service that is unmatched by our competitors. It starts with you discovering customers’ needs. And with the support of your team...


  • San Diego, United States ASI, inc Full time

    Job DescriptionJob DescriptionAs a Customer Success Manager, you help create the energy and excitement surrounding our clients’ products by providing innovative solutions to guide customers to the right choice. We are dedicated to providing quality customer service that is unmatched by our competitors. It starts with you discovering customers’ needs. And...


  • San Diego, United States ASI, inc Full time

    Job DescriptionJob DescriptionAs a Customer Success Manager, you help create the energy and excitement surrounding our clients’ products by providing innovative solutions to guide customers to the right choice. We are dedicated to providing quality customer service that is unmatched by our competitors. It starts with you discovering customers’ needs. And...


  • San Francisco, United States Rippling Full time

    Very unique opportunity to be on the ground floor at a fast-growing seed startup with strong product-market fit (hundreds of paying customers, #1 in G2 category, top-tier investors, etc) Hybrid role with 3 days/week at our office in San Francisco (5/days week during training) ABOUT PERFECT VENUE Private events and catering make up about a third of...


  • San Diego, United States Hawthorne Cat Full time

    Overview We Build Better Communities Be Part of the Hawthorne Difference! Hawthorne Cat is a family-owned company that has led the equipment industry for over 60 years in the sale, rental, and servicing of construction machinery and power generation equipment for industries on which our communities depend like agriculture, construction, marine, and...


  • San Diego, United States Rev Full time

    Job DescriptionJob DescriptionThe Company:Rev powers sales and marketing teams to discover the best fit prospects that are most likely to become their next best customers. The world’s best B2B sales and marketing organizations, including ZenDesk, Oracle, and 7 of the top 10 cloud software companies, use Rev to  target better ICP prospects, improve win...

  • Customer Success

    2 days ago


    San Jose, California, United States AiDash Full time

    Who is AiDash? AiDash is making critical infrastructure industries climate-resilient and sustainable with satellites and AI. Using our full-stack SaaS solutions, customers in electric, gas, and water utilities, transportation, and construction are transforming asset inspection and maintenance - and complying with biodiversity net gain mandates and carbon...


  • San Diego, United States Best Buy Full time

    Job Description What does a Pacific Sales Customer Service Specialist do?This role is responsible for ensuring, fast, friendly, and accurate processing for all Pacific Sales customer transactions. The primary responsibilities of a Customer Service Specialist are to provide an excellent customer experience and the accurate processing of customer transactions,...


  • San Diego, United States Best Buy Full time

    Job DescriptionWhat does a Pacific Sales Customer Service Specialist do?This role is responsible for ensuring, fast, friendly, and accurate processing for all Pacific Sales customer transactions. The primary responsibilities of a Customer Service Specialist are to provide an excellent customer experience and the accurate processing of customer transactions,...