Client Success Specialist

2 weeks ago


Addison, Texas, United States SPOTIO Full time
About SPOTIO

SPOTIO is a leading SaaS organization specializing in field sales engagement solutions. Our platform is trusted by numerous sales professionals globally to enhance their productivity, expand their sales pipeline, and achieve outstanding sales results. We have received accolades such as being ranked #1 on G2 reviews and recognized as one of the Best Places to Work in the Dallas-Fort Worth area.

Role Overview

The primary objective of the Customer Success Manager at SPOTIO is to ensure that clients are meeting their goals and extracting maximum value from our platform. This role involves comprehending client challenges, offering tailored solutions, providing technical assistance and training, and guiding clients to optimize their use of the software in alignment with their business objectives. By prioritizing client satisfaction and education, the Customer Success Manager plays a crucial role in fostering client loyalty and promoting the ongoing use of SPOTIO's offerings.

Key Responsibilities

Client Retention, Renewals & Growth:
  • Lead initiatives aimed at client retention and renewal to establish enduring partnerships, targeting a 95% Gross Revenue Retention (GRR).
  • Spot opportunities for account growth and collaborate with various teams to drive expansion.
  • Address and resolve client escalations effectively.
Client Satisfaction, Health, and Relationship Management:
  • Build and maintain strong relationships with clients to understand their requirements and ensure their satisfaction.
  • Track client health metrics and proactively tackle any issues to sustain robust relationships.
Product Knowledge and Training:
  • Acquire comprehensive knowledge of our products and services to effectively train clients and enhance their usage.
  • Act as a product authority and provide insights on best practices to optimize client outcomes.
Process Enhancement:
  • Identify opportunities for improving processes within the customer success domain and work with stakeholders to implement enhancements.
  • Continuously assess and refine customer success processes to boost efficiency and effectiveness.
Qualifications
  • Minimum of 1 year of experience in customer success, account management, training, or a related field.
  • Bachelor's degree in business administration, marketing, communication, or a related discipline.
  • Exceptional verbal and written communication skills, with the ability to convey complex concepts clearly.
  • Proven ability to comprehend client needs and devise innovative solutions.
  • Strong analytical capabilities with experience in data analysis and interpretation.
  • Ability to thrive in a dynamic environment and adapt to shifting priorities.
Preferred Qualifications:
  • Familiarity with CRM software (e.g., Salesforce, Catalyst) and other tools for managing client relationships and analyzing data.
  • Demonstrated leadership skills with experience in managing teams or leading cross-functional projects.
  • In-depth understanding of the field sales landscape, including competitors, market trends, and client challenges.
  • Certifications in customer success, project management, or related areas are advantageous.
Benefits Offered:

SPOTIO Employee Benefits: Commencing Day 1

Comprehensive Medical Insurance - SPOTIO covers 100% of the base plan

Dental and Vision Insurance - SPOTIO covers 75% of the base plan

401K with a 3% company match

$750 Learning and Development Stipend annually

8 paid holidays plus 3 weeks of paid time off

Optional benefits (pet insurance, legal services, accident coverage)

24/7 Employee Assistance Program - Complimentary Professional Counseling Services

Hybrid Work Environment - Onsite work required on select days with flexibility to work from home on others.

SPOTIO Core Values:

Focus on the Customer: Understand their objectives and how we can help them achieve a significant return on investment.

Strive for Excellence: Approach challenges with ownership, urgency, and a competitive spirit.

Commit to Quality: Aim to be the best version of yourself for your family, team, clients, and organization.

Transparency Matters: Foster open, honest communication with timely feedback and clear visibility to essential metrics.

Value Relationships: Collaborate with colleagues, clients, and partners to accelerate success.

SPOTIO is dedicated to providing equal employment opportunities without discrimination based on race, color, gender, age, religion, national origin, disability, military status, or any other protected status. All aspects of employment, including recruitment, hiring, training, working conditions, compensation, promotion, discipline, and termination, are governed by this policy. Candidates must successfully complete a pre-employment background check and drug screening.

  • Addison, Texas, United States Spotio Full time

    Position OverviewCompany BackgroundSPOTIO is a dynamic SaaS organization recognized for its innovative field sales engagement platform. Our solutions empower sales professionals globally to enhance their productivity, expand their sales pipeline, and achieve their targets. We take pride in our top ratings on G2 and our recognition as one of the premier...


  • Addison, Texas, United States SPOTIO Full time

    About SPOTIO SPOTIO is a leading SaaS organization specializing in field sales engagement solutions. Our platform is trusted by sales professionals globally to enhance their productivity, expand their sales pipelines, and achieve their targets. Recognized for excellence, we have received top ratings on G2 and accolades as one of the Best Places to Work in...


  • Addison, Texas, United States ServiceNow Full time

    Company Overview At ServiceNow, we empower organizations to enhance their operations through innovative technology. Our dynamic team is driven by a shared vision to create impactful solutions for our clients and communities. We believe that your most exceptional work is achieved when you are supported in your personal and professional journey. Together, we...


  • Addison, Texas, United States SPOTIO Full time

    About SPOTIOSPOTIO is a leading SaaS organization focused on enhancing field sales engagement. Our platform is trusted by numerous sales professionals globally to boost their activity, expand their pipeline, and achieve their sales objectives.We take pride in our recognition as the top-rated solution on G2 and as one of the premier workplaces in the...


  • Addison, Texas, United States ServiceNow Full time

    Company Overview At ServiceNow, we empower organizations to operate seamlessly, leveraging our innovative technology to enhance the way the world works. Our dynamic team is driven by a shared passion for progress and creativity, ensuring that we remain at the forefront of industry advancements. We believe that your most impactful contributions stem from a...


  • Addison, Texas, United States National Life Group Full time

    Client Relations Specialist at National Life Group - Mandarin Proficient Starting compensation is $24/hr with additional remuneration for relevant expertise and experience. This position offers a hybrid work arrangement following training, requiring three days onsite (Monday, Tuesday, Wednesday) in our Texas or Vermont office. This role is not eligible for...


  • Addison, Texas, United States NetApp Full time

    Job SummaryAs a seasoned Enterprise Client Executive at NetApp, you will take ownership of a select portfolio of 10-15 named Fortune accounts within the TOLA territory, with a focus on the greater Dallas region. This role is crucial in driving significant revenue growth by building and expanding strategic relationships with enterprise customers. You will...


  • Addison, Texas, United States NetApp Full time

    Job SummaryAs a seasoned Enterprise Client Executive at NetApp, you will take ownership of a select portfolio of 10-15 named Fortune accounts within the TOLA territory, with a focus on the greater Dallas region. This role is crucial in driving significant revenue growth by building and expanding strategic relationships with enterprise customers. You will...


  • Addison, Texas, United States Thrills Marketing Full time

    Customer Service Representative - (Weekly Pay $750 - $900) Thrills Marketing is seeking to enhance our customer support and sales division. This additional capacity will enable us to initiate new event campaigns, providing the ideal candidate with a remarkable chance to acquire industry knowledge and skills in a supportive environment. Are you interested in...


  • Addison, Texas, United States EVO Payments International Full time

    OverviewAs a Customer Support Representative at EVO Payments International, your primary role will involve engaging with clients, Independent Sales Organizations (ISOs), Independent Business Analysts (IBAs), Sales Agents, Alliance Partners, and vendors. This position is crucial for delivering information about our offerings, addressing billing inquiries,...


  • Addison, Texas, United States My People Person Full time

    Senior Accounting SpecialistJob Overview:We are looking for a knowledgeable and meticulous Senior Accounting Specialist to become part of a dedicated CPA firm that focuses on assisting small enterprises. The ideal candidate will possess extensive experience in accounting and will be responsible for overseeing the entire accounting cycle for a diverse range...


  • Addison, Texas, United States American Flyers Full time

    Customer Service RepresentativeJoin a leading flight training organization as a Customer Service Representative. This role is essential in ensuring smooth operations and excellent customer interactions.Location: Addison, TexasMinimum Experience: Entry-levelAbout Us: With over 81 years in the aviation training industry, we pride ourselves on delivering...


  • Addison, Texas, United States Oberg and Associates, LLC Full time

    About Oberg and Associates, LLC:Oberg and Associates, LLC is a dynamic recruiting firm with over 28 years of experience, specializing in the North American Corrugated Packaging sector. Our team is driven, competitive, and dedicated to fostering a successful and enjoyable workplace.Our Core Values:We operate on three fundamental principles:Transparent and...


  • Addison, Texas, United States Pacific Premier Bank Full time

    The Client Support Associate plays a crucial role in delivering comprehensive professional, technical, and general assistance to both customers and bank personnel. This position is dedicated to ensuring outstanding service for Premier Property Pay portal users as well as internal banking teams.KEY RESPONSIBILITIESProvide technical support, assistance, and...


  • Addison, Texas, United States BankTalent HQ Full time

    About Us:At BankTalent HQ, we prioritize our people and culture as the foundation of our success. We believe that every individual matters, and this philosophy is integrated into every aspect of our organization.To excel in providing exceptional service to our clients, we understand the importance of having a diverse and inclusive team that brings a variety...


  • Addison, Texas, United States BankTalent HQ Full time

    About BankTalent HQAt BankTalent HQ, we believe that people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and...


  • Addison, Texas, United States Elle Seller Full time

    Job OverviewThe Customer Support Specialist at Elle Seller plays a crucial role in delivering outstanding service by managing both incoming and outgoing communications, addressing customer queries, and ensuring a high level of customer satisfaction. This position demands exceptional communication skills, a dedication to customer service, and the capability...


  • Addison, Texas, United States NetApp Full time

    Job SummaryAs a Senior Sales Executive at NetApp, you will take ownership of a select portfolio of 10-15 named Fortune accounts within the enterprise technology sector, with a focus on driving significant revenue growth by building and expanding strategic relationships with business customers. This role is crucial in delivering the full value of the NetApp...


  • Addison, Texas, United States NTT DATA Full time

    Job SummaryWe are seeking a highly experienced Client Delivery Executive to lead a team of Client Delivery Executives and practice Service Delivery Managers who drive overall Client Satisfaction, delivery excellence and margin growth for a multi-towered enterprise account.Key ResponsibilitiesLead a team of Client Delivery Executives and practice Service...


  • Addison, Texas, United States BCforward Full time

    Senior Program and Project Management SpecialistCompany Overview:BCforward is a distinguished professional services firm dedicated to delivering innovative solutions that empower organizations to enhance their operational efficiency and achieve strategic objectives. Our commitment to excellence and diversity drives our success in supporting clients across...